YOUSIF CAPITAL MANAGEMENT, LLC
Position in CVCO — Cavco Industries, Inc.
CIK 1858789
BLOOMFIELD HILLS, MI
Position in CVCO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,282,211
+$274,888 QoQ
Shares Held
2,087
+0.3% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#157
of 359 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $27,724,358 across 14 Residential Construction names. CVCO ranks #10 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
29,846 | $4,861,316 | |
| 2 | TOL |
Toll Brothers, Inc.
|
27,594 | $4,546,111 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
21,309 | $2,923,807 | |
| 4 | LEN |
Lennar Corp /New/
|
25,963 | $2,349,391 | |
| 5 | 28,010 | $2,009,437 | |||
| 6 | NVR |
Nvr Inc
|
294 | $2,003,139 | |
| 7 | MTH |
Meritage Homes CORP
|
19,715 | $1,653,102 | |
| 8 | IBP |
Installed Building Products, Inc.
|
6,142 | $1,411,677 |
All Filings in CVCO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,282,211 | 2,087 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,007,323 | 2,080 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,257,685 | 2,129 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,441,952 | 2,483 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,298,076 | 2,988 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,554,213 | 2,991 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,377,512 | 3,087 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,365,657 | 3,189 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,082,819 | 3,128 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,403,893 | 3,518 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,428,421 | 4,121 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,133,305 | 4,266 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,344,905 | 4,559 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,536,908 | 4,837 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,260,665 | 5,572 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $1,426,328 | 6,932 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,414,263 | 7,216 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,933,062 | 8,026 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,573,282 | 8,101 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||