BNP PARIBAS ASSET MANAGEMENT Holding S.A.
Position in CVCO — Cavco Industries, Inc.
CIK 1520354
Paris, I0
Position in CVCO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$70,653
+$8,664 QoQ
Shares Held
115
-10.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#281
of 359 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026BNP PARIBAS ASSET MANAGEMENT Holding S.A. holds $125,273,992 across 15 Residential Construction names. CVCO ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTH |
Meritage Homes CORP
|
614,232 | $51,503,352 | |
| 2 | NVR |
Nvr Inc
|
4,292 | $29,243,112 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
199,148 | $27,325,097 | |
| 4 | DHI |
Horton D R Inc /De/
|
64,335 | $10,478,884 | |
| 5 | TOL |
Toll Brothers, Inc.
|
26,159 | $4,309,695 | |
| 6 | LEN |
Lennar Corp /New/
|
18,658 | $1,687,896 | |
| 7 | LGIH |
LGI Homes, Inc.
|
5,116 | $325,786 | |
| 8 | IBP |
Installed Building Products, Inc.
|
363 | $83,431 |
All Filings in CVCO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,653 | 115 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $61,989 | 128 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $59,664 | 101 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $36,585 | 63 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $27,369 | 63 | Shares | Defined | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||