Position in CVCO
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$467,339
-$1,101,075 QoQ
Shares Held
965
-63.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
9 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, 2026Edgestream Partners, L.P. holds $55,397,824 across 7 Residential Construction names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
|
89,274 | $14,707,891 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
86,328 | $11,845,064 | |
| 3 | NVR |
Nvr Inc
|
1,417 | $9,654,587 | |
| 4 | LEN |
Lennar Corp /New/
|
81,584 | $7,295,675 | |
| 5 | MHO |
M/I Homes, Inc.
|
44,743 | $7,194,226 | |
| 6 | DHI |
Horton D R Inc /De/
|
23,366 | $3,805,854 | |
| 7 | GRBK |
Green Brick Partners, Inc.
|
11,176 | $894,527 |
All Filings in CVCO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $467,339 | 965 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,568,414 | 2,655 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,925,188 | 10,203 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $795,181 | 1,782 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,808,338 | 8,893 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,244,736 | 12,262 | Shares | Sole | 2024-08-09 | |
| 2023-12-31 | $1,862,735 | 5,374 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,074,594 | 4,045 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,898,620 | 6,436 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||