Position in CVCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,484,833
+$6,949,222 QoQ
Shares Held
25,204
+43.0% QoQ
Ownership
0.328%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#49
of 359 holders
Holding Since
Dec 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, 2026Qube Research & Technologies Ltd holds $143,026,404 across 8 Residential Construction names. CVCO ranks #6 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
|
431,082 | $39,008,610 | |
| 2 | SKY |
Champion Homes, Inc.
|
311,977 | $27,491,413 | |
| 3 | MHO |
M/I Homes, Inc.
|
128,812 | $20,711,681 | |
| 4 | TOL |
Toll Brothers, Inc.
|
119,287 | $19,652,533 | |
| 5 | MTH |
Meritage Homes CORP
|
200,476 | $16,809,912 | |
| 6 | CVCO |
Cavco Industries, Inc.
This page
|
25,204 | $15,484,833 | |
| 7 | DHI |
Horton D R Inc /De/
|
23,744 | $3,867,422 | |
| 8 | 1,034,842 | $0 |
All Filings in CVCO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,484,833 | 25,204 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,535,611 | 17,625 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $740,197 | 1,253 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $9,040,488 | 20,810 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,543,301 | 2,970 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,063,820 | 15,830 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,043,013 | 9,441 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,642,133 | 24,965 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,001,330 | 7,521 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,199,997 | 6,347 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,190,366 | 8,245 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,144,060 | 7,268 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $331,402 | 1,043 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,528,368 | 15,595 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,360,272 | 11,471 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $379,828 | 1,938 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $491,093 | 2,039 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $646,735 | 2,036 | Shares | Sole | 2022-02-10 | |
| 2020-12-31 | $287,562 | 1,639 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||