Position in CVCO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,204,201
+$1,726,574 QoQ
Shares Held
6,843
+33.8% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#100
of 359 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Creative Planning holds $131,789,139 across 18 Residential Construction names. CVCO ranks #9 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVR |
Nvr Inc
|
4,049 | $27,587,455 | |
| 2 | LEN |
Lennar Corp /New/
|
271,380 | $24,540,260 | |
| 3 | DHI |
Horton D R Inc /De/
|
99,620 | $16,226,105 | |
| 4 | PHM |
Pultegroup Inc/Mi/
|
91,841 | $12,601,503 | |
| 5 | MTH |
Meritage Homes CORP
|
116,078 | $9,733,139 | |
| 6 | MHO |
M/I Homes, Inc.
|
45,031 | $7,240,534 | |
| 7 | TOL |
Toll Brothers, Inc.
|
38,226 | $6,297,733 | |
| 8 | KBH |
Kb Home
|
74,449 | $4,659,762 |
All Filings in CVCO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,204,201 | 6,843 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,477,627 | 5,116 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,449,208 | 4,146 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,718,379 | 2,959 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,131,689 | 2,605 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,189,201 | 4,213 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,431,058 | 3,207 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,125,842 | 2,629 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $393,248 | 1,136 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $209,107 | 524 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||