Position in CVCO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$4,915
+$3,463 QoQ
Shares Held
8
+166.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#325
of 357 holders
Holding Since
Sep 2022
16 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, 2026SJS Investment Consulting Inc. holds $255,918 across 18 Residential Construction names. CVCO ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVR |
Nvr Inc
|
9 | $61,320 | |
| 2 | TOL |
Toll Brothers, Inc.
|
365 | $60,133 | |
| 3 | LEN |
Lennar Corp /New/
|
558 | $50,493 | |
| 4 | DHI |
Horton D R Inc /De/
|
207 | $33,715 | |
| 5 | PHM |
Pultegroup Inc/Mi/
|
126 | $17,288 | |
| 6 | KBH |
Kb Home
|
202 | $12,642 | |
| 7 | CVCO |
Cavco Industries, Inc.
This page
|
8 | $4,915 | |
| 8 | SKY |
Champion Homes, Inc.
|
52 | $4,582 |
All Filings in CVCO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,915 | 8 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $1,452 | 3 | Shares | Defined | 2026-04-23 | |
| 2025-12-31 | $590 | 1 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $580 | 1 | Shares | Defined | 2025-10-21 | |
| 2025-06-30 | $434 | 1 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $1,039 | 2 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $892 | 2 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $856 | 2 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $692 | 2 | Shares | Defined | 2024-07-16 | |
| 2024-03-31 | $798 | 2 | Shares | Defined | 2024-04-18 | |
| 2023-12-31 | $693 | 2 | Shares | Defined | 2024-01-16 | |
| 2023-09-30 | $531 | 2 | Shares | Defined | 2023-10-17 | |
| 2023-06-30 | $885 | 3 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,270 | 4 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $678 | 3 | Shares | Defined | 2023-01-23 | |
| 2022-09-30 | $616 | 3 | Shares | Sole | 2022-10-13 | |
| No filing history on record for this holder in this stock. | ||||||