Position in CVCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,361,570
+$4,522,441 QoQ
Shares Held
31,514
+2.8% QoQ
Ownership
0.410%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#46
of 357 holders
Holding Since
Sep 2021
16 quarters on record
Voting authority
Sole 7%
Shared 87%
None 6%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Cerity Partners LLC holds $97,596,463 across 16 Residential Construction names. CVCO ranks #1 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVCO |
Cavco Industries, Inc.
This page
|
31,514 | $19,361,570 | |
| 2 | LEN |
Lennar Corp /New/
|
172,187 | $15,575,376 | |
| 3 | DHI |
Horton D R Inc /De/
|
65,442 | $10,659,192 | |
| 4 | TOL |
Toll Brothers, Inc.
|
64,376 | $10,605,944 | |
| 5 | NVR |
Nvr Inc
|
1,508 | $10,274,605 | |
| 6 | PHM |
Pultegroup Inc/Mi/
|
60,817 | $8,344,698 | |
| 7 | SKY |
Champion Homes, Inc.
|
75,587 | $6,660,725 | |
| 8 | BZH |
Beazer Homes USA Inc
|
167,143 | $4,688,360 |
All Filings in CVCO
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,361,570 | 31,514 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,839,129 | 30,641 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $16,868,579 | 28,555 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $16,793,550 | 28,918 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $12,923,423 | 29,748 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $15,878,333 | 30,557 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $13,503,366 | 30,261 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $20,090,879 | 46,915 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,468,702 | 24,464 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $19,024,387 | 47,673 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $6,084,567 | 17,554 | Shares | Sole | 2024-01-26 | |
| 2023-06-30 | $5,180,200 | 17,560 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,534,395 | 17,418 | Shares | Sole | 2023-05-11 | |
| 2022-03-31 | $318,644 | 1,323 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $396,744 | 1,249 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $287,165 | 1,213 | Shares | Sole | 2021-10-25 | |
| No filing history on record for this holder in this stock. | ||||||