Steward Partners Investment Advisory, LLC
Position in CVCO — Cavco Industries, Inc.
CIK 1723397
STAMFORD, CT
Position in CVCO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,457
+$520 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#334
of 357 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $8,645,176 across 15 Residential Construction names. CVCO ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
|
23,156 | $3,814,951 | |
| 2 | NVR |
Nvr Inc
|
236 | $1,607,962 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
8,981 | $1,232,283 | |
| 4 | DHI |
Horton D R Inc /De/
|
5,632 | $917,340 | |
| 5 | LEN |
Lennar Corp /New/
|
5,804 | $525,085 | |
| 6 | MHO |
M/I Homes, Inc.
|
1,438 | $231,216 | |
| 7 | KBH |
Kb Home
|
2,405 | $150,528 | |
| 8 | IBP |
Installed Building Products, Inc.
|
521 | $119,746 |
All Filings in CVCO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,457 | 4 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,937 | 4 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,544 | 6 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,161 | 2 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $868 | 2 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,039 | 2 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $892 | 2 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $856 | 2 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $692 | 2 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||