ARIZONA STATE RETIREMENT SYSTEM
PensionPosition in CVCO — Cavco Industries, Inc.
CIK 1558481
PHOENIX, AZ
Position in CVCO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,282,825
+$244,508 QoQ
Shares Held
2,088
-2.6% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#154
of 357 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, 2026ARIZONA STATE RETIREMENT SYSTEM holds $42,977,326 across 15 Residential Construction names. CVCO ranks #8 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
72,349 | $11,784,205 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
54,931 | $7,537,082 | |
| 3 | LEN |
Lennar Corp /New/
|
58,627 | $5,305,157 | |
| 4 | NVR |
Nvr Inc
|
757 | $5,157,743 | |
| 5 | TOL |
Toll Brothers, Inc.
|
26,132 | $4,305,247 | |
| 6 | MTH |
Meritage Homes CORP
|
17,945 | $1,504,688 | |
| 7 | IBP |
Installed Building Products, Inc.
|
6,318 | $1,452,129 | |
| 8 | CVCO |
Cavco Industries, Inc.
This page
|
2,088 | $1,282,825 |
All Filings in CVCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,282,825 | 2,088 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,038,317 | 2,144 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,299,037 | 2,199 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,318,837 | 2,271 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $961,828 | 2,214 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,141,627 | 2,197 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $962,071 | 2,156 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $919,431 | 2,147 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $727,995 | 2,103 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $823,659 | 2,064 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $756,671 | 2,183 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $590,562 | 2,223 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $648,410 | 2,198 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $779,098 | 2,452 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $539,380 | 2,384 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $480,449 | 2,335 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $462,340 | 2,359 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $537,818 | 2,233 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $706,771 | 2,225 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $533,611 | 2,254 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $499,705 | 2,249 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $543,043 | 2,407 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $420,553 | 2,397 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $449,152 | 2,491 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $358,122 | 1,857 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $295,242 | 2,037 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||