Position in CVCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,090,945
+$1,326,193 QoQ
Shares Held
5,031
+38.1% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#114
of 360 holders
Holding Since
Mar 2026
2 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, 2026Numerai GP LLC holds $24,034,563 across 10 Residential Construction names. CVCO ranks #4 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
|
54,654 | $4,945,640 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
35,445 | $4,863,408 | |
| 3 | LGIH |
LGI Homes, Inc.
|
50,222 | $3,198,136 | |
| 4 | CVCO |
Cavco Industries, Inc.
This page
|
5,031 | $3,090,945 | |
| 5 | DFH |
Dream Finders Homes, Inc.
|
137,648 | $2,375,804 | |
| 6 | MHO |
M/I Homes, Inc.
|
14,595 | $2,346,730 | |
| 7 | NVR |
Nvr Inc
|
201 | $1,369,493 | |
| 8 | DHI |
Horton D R Inc /De/
|
4,577 | $745,501 |
All Filings in CVCO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,090,945 | 5,031 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,764,752 | 3,644 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||