Position in CVCO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$595,676
+$259,508 QoQ
Shares Held
1,230
+56.7% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
5 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, 2026INCEPTIONR LLC holds $3,374,836 across 7 Residential Construction names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
|
5,014 | $826,056 | |
| 2 | MTH |
Meritage Homes CORP
|
6,547 | $548,965 | |
| 3 | LGIH |
LGI Homes, Inc.
|
7,511 | $478,300 | |
| 4 | SKY |
Champion Homes, Inc.
|
5,013 | $441,745 | |
| 5 | PHM |
Pultegroup Inc/Mi/
|
2,942 | $403,671 | |
| 6 | MHO |
M/I Homes, Inc.
|
2,145 | $344,894 | |
| 7 | GRBK |
Green Brick Partners, Inc.
|
4,138 | $331,205 |
All Filings in CVCO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $595,676 | 1,230 | Shares | Sole | 2026-05-14 | |
| 2024-09-30 | $336,168 | 785 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $273,128 | 789 | Shares | Sole | 2024-08-13 | |
| 2023-09-30 | $226,342 | 852 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $425,453 | 1,339 | Shares | Other | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||