Position in CVCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,127,387
-$1,748,811 QoQ
Shares Held
1,835
-69.1% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#164
of 357 holders
Holding Since
Sep 2020
10 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, 2026Atom Investors LP holds $13,546,512 across 11 Residential Construction names. CVCO ranks #6 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTH |
Meritage Homes CORP
|
39,467 | $3,309,307 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
20,621 | $2,829,407 | |
| 3 | MHO |
M/I Homes, Inc.
|
8,867 | $1,425,724 | |
| 4 | DHI |
Horton D R Inc /De/
|
8,644 | $1,407,934 | |
| 5 | KBH |
Kb Home
|
20,555 | $1,286,537 | |
| 6 | CVCO |
Cavco Industries, Inc.
This page
|
1,835 | $1,127,387 | |
| 7 | SKY |
Champion Homes, Inc.
|
11,234 | $989,940 | |
| 8 | NVR |
Nvr Inc
|
81 | $551,885 |
All Filings in CVCO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,127,387 | 1,835 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,876,198 | 5,939 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $4,965,584 | 9,556 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,584,568 | 12,515 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,572,139 | 17,682 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $258,752 | 974 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,347,855 | 4,569 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $685,682 | 2,158 | Shares | Sole | 2023-05-15 | |
| 2022-06-30 | $448,425 | 2,288 | Shares | Sole | 2022-08-15 | |
| 2020-09-30 | $322,574 | 1,789 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||