Position in CVCO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,457
+$520 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#336
of 360 holders
Holding Since
Dec 2022
13 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, 2026Cornerstone Planning Group LLC holds $144,457 across 8 Residential Construction names. CVCO ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
|
588 | $80,679 | |
| 2 | DHI |
Horton D R Inc /De/
|
312 | $50,818 | |
| 3 | LEN |
Lennar Corp /New/
|
50 | $4,524 | |
| 4 | TOL |
Toll Brothers, Inc.
|
24 | $3,954 | |
| 5 | CVCO |
Cavco Industries, Inc.
This page
|
4 | $2,457 | |
| 6 | 10 | $717 | |||
| 7 | MTH |
Meritage Homes CORP
|
8 | $670 | |
| 8 | DFH |
Dream Finders Homes, Inc.
|
37 | $638 |
All Filings in CVCO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,457 | 4 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,937 | 4 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,362 | 4 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,322 | 4 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,737 | 4 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,078 | 4 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,784 | 4 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,712 | 4 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,384 | 4 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $2,079 | 6 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,593 | 6 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,770 | 6 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $1,131 | 5 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||