Position in CVCO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,452
-$320 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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 Mar 31, 2026PICTON MAHONEY ASSET MANAGEMENT holds $19,795,442 across 9 Residential Construction names. CVCO ranks #4 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
99,325 | $13,629,376 | |
| 2 | TPH |
Tri Pointe Homes, Inc.
|
125,026 | $5,842,464 | |
| 3 | MTH |
Meritage Homes CORP
|
5,135 | $317,548 | |
| 4 | CVCO |
Cavco Industries, Inc.
This page
|
3 | $1,452 | |
| 5 | TOL |
Toll Brothers, Inc.
|
8 | $1,091 | |
| 6 | TMHC |
Taylor Morrison Home Corp
|
17 | $990 | |
| 7 | PHM |
Pultegroup Inc/Mi/
|
8 | $940 | |
| 8 | MHO |
M/I Homes, Inc.
|
7 | $857 |
All Filings in CVCO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,452 | 3 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,772 | 3 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,742 | 3 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,303 | 3 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,158,774 | 2,230 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,338 | 3 | Shares | Sole | 2025-04-02 | |
| 2024-09-30 | $1,284 | 3 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||