Boston Trust Walden Corp

Position in CVCO — Cavco Industries, Inc.

CIK 1534866 BOSTON, MA

Position in CVCO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$95,666,952

+$27,971,444 QoQ

Shares Held

155,713

+11.4% QoQ

Ownership

2.03%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#11

of 359 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Consumer Cyclical · as of Jun 30, 2026

Boston Trust Walden Corp holds $163,404,904 across 3 Residential Construction names. CVCO ranks #1 (58.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVCO	Cavco Industries, Inc. This page	155,713	$95,666,952
2	IBP	Installed Building Products, Inc.	163,550	$37,590,331
3	DHI	Horton D R Inc /De/	185,091	$30,147,621

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$95,666,952	155,713	+11.4%	Shares	Defined	2026-07-24
2026-03-31	$67,695,508	139,783	-9.6%	Shares	Defined	2026-04-24
2025-12-31	$91,367,982	154,667	-4.3%	Shares	Defined	2026-01-28
2025-09-30	$93,830,287	161,573	-1.0%	Shares	Defined	2025-10-17
2025-06-30	$70,901,581	163,206	-14.9%	Shares	Defined	2025-07-28
2025-03-31	$99,676,464	191,822	-1.1%	Shares	Defined	2025-04-21
2024-12-31	$86,521,764	193,895	+0.3%	Shares	Defined	2025-01-24
2024-09-30	$82,770,654	193,281	-1.4%	Shares	Defined	2024-10-24
2024-06-30	$67,865,243	196,046	+0.8%	Shares	Defined	2024-07-19
2024-03-31	$77,619,164	194,505	-0.7%	Shares	Defined	2024-04-22
2023-12-31	$67,904,243	195,904	+16.0%	Shares	Defined	2024-01-24
2023-09-30	$44,847,923	168,817	+4.0%	Shares	Defined	2023-10-18
2023-06-30	$47,895,905	162,359	-29.9%	Shares	Defined	2023-07-24
2023-03-31	$73,552,360	231,486	-6.8%	Shares	Defined	2023-04-19
2022-12-31	$56,170,181	248,266	+0.5%	Shares	Defined	2023-01-20
2022-09-30	$50,826,835	247,020	+1.4%	Shares	Defined	2022-10-19
2022-06-30	$47,763,742	243,705	+1.1%	Shares	Defined	2022-07-22
2022-03-31	$58,040,273	240,981	+7.0%	Shares	Defined	2022-04-20
2021-12-31	$71,531,920	225,191	+0.5%	Shares	Defined	2022-01-21
2021-09-30	$53,068,584	224,164	+0.8%	Shares	Defined	2021-10-25
2021-06-30	$49,391,281	222,293	+64.5%	Shares	Defined	2021-07-22
2021-03-31	$30,495,252	135,168	—	Shares	Defined	2021-04-21
No filing history on record for this holder in this stock.