Position in CVCO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$330,536
+$87,423 QoQ
Shares Held
538
+7.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#229
of 357 holders
Holding Since
Sep 2025
4 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, 2026Swiss Life Asset Management Ltd holds $32,346,039 across 12 Residential Construction names. CVCO ranks #10 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
55,973 | $9,116,881 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
52,440 | $7,195,292 | |
| 3 | NVR |
Nvr Inc
|
766 | $5,219,064 | |
| 4 | MTH |
Meritage Homes CORP
|
31,883 | $2,673,389 | |
| 5 | LEN |
Lennar Corp /New/
|
25,963 | $2,349,391 | |
| 6 | MHO |
M/I Homes, Inc.
|
11,021 | $1,772,066 | |
| 7 | IBP |
Installed Building Products, Inc.
|
5,871 | $1,349,390 | |
| 8 | TOL |
Toll Brothers, Inc.
|
8,155 | $1,343,536 |
All Filings in CVCO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,536 | 538 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $243,113 | 502 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $213,257 | 361 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $204,416 | 352 | Shares | Sole | 2025-12-02 | |
| No filing history on record for this holder in this stock. | ||||||