MetLife Investment Management, LLC
Position in CVCO — Cavco Industries, Inc.
CIK 1529735
Whippany, NJ
Position in CVCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,812,631
+$728,732 QoQ
Shares Held
4,578
+6.4% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#118
of 359 holders
Holding Since
Mar 2020
26 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, 2026MetLife Investment Management, LLC holds $75,512,187 across 18 Residential Construction names. CVCO ranks #10 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTH |
Meritage Homes CORP
|
224,462 | $18,821,138 | |
| 2 | TOL |
Toll Brothers, Inc.
|
79,476 | $13,093,671 | |
| 3 | DHI |
Horton D R Inc /De/
|
60,131 | $9,794,137 | |
| 4 | PHM |
Pultegroup Inc/Mi/
|
43,553 | $5,975,907 | |
| 5 | NVR |
Nvr Inc
|
661 | $4,503,657 | |
| 6 | LEN |
Lennar Corp /New/
|
49,209 | $4,452,661 | |
| 7 | KBH |
Kb Home
|
64,878 | $4,060,714 | |
| 8 | IBP |
Installed Building Products, Inc.
|
13,895 | $3,193,626 |
All Filings in CVCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,812,631 | 4,578 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,083,899 | 4,303 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,530,730 | 4,284 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $2,590,636 | 4,461 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,998,378 | 4,600 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,431,348 | 4,679 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,241,413 | 5,023 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,070,112 | 4,834 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,673,385 | 4,834 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,710,770 | 4,287 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,589,252 | 4,585 | Shares | Defined | 2024-04-22 | |
| 2023-09-30 | $1,236,912 | 4,656 | Shares | Defined | 2024-05-09 | |
| 2023-06-30 | $1,373,520 | 4,656 | Shares | Defined | 2024-04-29 | |
| 2023-03-31 | $1,453,660 | 4,575 | Shares | Defined | 2024-05-09 | |
| 2022-12-31 | $1,070,841 | 4,733 | Shares | Defined | 2024-05-10 | |
| 2022-09-30 | $992,997 | 4,826 | Shares | Defined | 2024-05-10 | |
| 2022-06-30 | $927,620 | 4,733 | Shares | Defined | 2024-05-10 | |
| 2022-03-31 | $1,181,610 | 4,906 | Shares | Defined | 2024-05-10 | |
| 2021-12-31 | $982,491 | 3,093 | Shares | Defined | 2024-05-17 | |
| 2021-09-30 | $793,789 | 3,353 | Shares | Defined | 2024-05-17 | |
| 2021-06-30 | $745,003 | 3,353 | Shares | Defined | 2024-05-17 | |
| 2021-03-31 | $756,470 | 3,353 | Shares | Defined | 2024-05-17 | |
| 2020-12-31 | $683,553 | 3,896 | Shares | Defined | 2024-05-24 | |
| 2020-09-30 | $702,487 | 3,896 | Shares | Defined | 2024-05-24 | |
| 2020-06-30 | $751,343 | 3,896 | Shares | Defined | 2024-05-24 | |
| 2020-03-31 | $564,686 | 3,896 | Shares | Defined | 2023-07-12 | |
| No filing history on record for this holder in this stock. | ||||||