Rockefeller Capital Management L.P.
Position in CVCO — Cavco Industries, Inc.
CIK 1739439
NEW YORK, NY
Position in CVCO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,457
-$15,945 QoQ
Shares Held
4
-89.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#332
of 357 holders
Holding Since
Mar 2022
8 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, 2026Rockefeller Capital Management L.P. holds $57,855,950 across 17 Residential Construction names. CVCO ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SKY |
Champion Homes, Inc.
|
452,258 | $39,852,974 | |
| 2 | DHI |
Horton D R Inc /De/
|
33,050 | $5,383,183 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
35,803 | $4,912,528 | |
| 4 | DFH |
Dream Finders Homes, Inc.
|
153,068 | $2,641,952 | |
| 5 | TOL |
Toll Brothers, Inc.
|
9,686 | $1,595,767 | |
| 6 | NVR |
Nvr Inc
|
225 | $1,533,013 | |
| 7 | LEN |
Lennar Corp /New/
|
13,138 | $1,188,481 | |
| 8 | KBH |
Kb Home
|
4,351 | $272,327 |
All Filings in CVCO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,457 | 4 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $18,402 | 38 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $22,447 | 38 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $36,585 | 63 | Shares | Defined | 2025-11-14 | |
| 2022-12-31 | $1 | 6 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $1,234 | 6 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $3,330 | 17 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,685 | 7 | Shares | Defined | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||