Position in CVCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,131,687
+$100,634 QoQ
Shares Held
1,842
-13.5% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#162
of 357 holders
Holding Since
Mar 2020
19 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, 2026Engineers Gate Manager LP holds $20,218,197 across 13 Residential Construction names. CVCO ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
|
64,686 | $8,875,566 | |
| 2 | GRBK |
Green Brick Partners, Inc.
|
32,018 | $2,562,720 | |
| 3 | MHO |
M/I Homes, Inc.
|
11,138 | $1,790,879 | |
| 4 | DHI |
Horton D R Inc /De/
|
8,837 | $1,439,370 | |
| 5 | CVCO |
Cavco Industries, Inc.
This page
|
1,842 | $1,131,687 | |
| 6 | HOV |
Hovnanian Enterprises Inc
|
6,927 | $986,474 | |
| 7 | LGIH |
LGI Homes, Inc.
|
11,340 | $722,131 | |
| 8 | IBP |
Installed Building Products, Inc.
|
3,023 | $694,806 |
All Filings in CVCO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,131,687 | 1,842 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,031,053 | 2,129 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,262,411 | 2,137 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $2,853,336 | 6,568 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,356,522 | 4,535 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $504,686 | 1,131 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,100,945 | 4,906 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $320,553 | 926 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $209,358 | 604 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $235,188 | 1,200 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $948,949 | 3,940 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $300,814 | 947 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $253,548 | 1,071 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $287,958 | 1,296 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,261,836 | 5,593 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,069,543 | 6,096 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $848,178 | 4,704 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $462,647 | 2,399 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $422,210 | 2,913 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||