Position in CVCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$67,291,812
+$17,547,965 QoQ
Shares Held
109,528
+6.6% QoQ
Ownership
1.42%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#15
of 357 holders
Holding Since
Jun 2022
6 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Point72 Asset Management, L.P. holds $172,085,180 across 10 Residential Construction names. CVCO ranks #2 (39.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SKY |
Champion Homes, Inc.
|
952,336 | $83,919,848 | |
| 2 | CVCO |
Cavco Industries, Inc.
This page
|
109,528 | $67,291,812 | |
| 3 | DFH |
Dream Finders Homes, Inc.
|
457,332 | $7,893,550 | |
| 4 | LGIH |
LGI Homes, Inc.
|
71,200 | $4,534,016 | |
| 5 | LEN |
Lennar Corp /New/
|
29,118 | $2,583,057 | |
| 6 | MTH |
Meritage Homes CORP
|
30,710 | $2,575,033 | |
| 7 | HOV |
Hovnanian Enterprises Inc
|
11,910 | $1,696,103 | |
| 8 | LEGH |
Legacy Housing Corp
|
44,576 | $1,171,011 |
All Filings in CVCO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,291,812 | 109,528 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $49,743,847 | 102,715 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $41,569,192 | 70,368 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $35,790,970 | 61,631 | Shares | Defined | 2025-11-14 | |
| 2025-03-31 | $7,007,210 | 13,485 | Shares | Defined | 2025-07-21 | |
| 2022-06-30 | $411,579 | 2,100 | Shares | Defined | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||