Position in CVCO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$45,464
+$25,609 QoQ
Shares Held
74
+80.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#287
of 359 holders
Holding Since
Sep 2025
4 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, 2026Salomon & Ludwin, LLC holds $352,502 across 11 Residential Construction names. CVCO ranks #3 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
615 | $100,171 | |
| 2 | IBP |
Installed Building Products, Inc.
|
221 | $50,794 | |
| 3 | CVCO |
Cavco Industries, Inc.
This page
|
74 | $45,464 | |
| 4 | MHO |
M/I Homes, Inc.
|
250 | $40,197 | |
| 5 | SKY |
Champion Homes, Inc.
|
450 | $39,654 | |
| 6 | GRBK |
Green Brick Partners, Inc.
|
298 | $23,851 | |
| 7 | MTH |
Meritage Homes CORP
|
277 | $23,226 | |
| 8 | DFH |
Dream Finders Homes, Inc.
|
677 | $11,685 |
All Filings in CVCO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,464 | 74 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $19,855 | 41 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $35,444 | 60 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $31,359 | 54 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||