R Squared Ltd

Position in CVCO — Cavco Industries, Inc.

CIK 1896148 HONG KONG, K3

Position in CVCO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$236,536

+$30,713 QoQ

Shares Held

385

-9.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#253

of 357 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

R Squared Ltd holds $1,641,904 across 5 Residential Construction names. CVCO ranks #5 (14.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVR	Nvr Inc	70	$476,937
2	HOV	Hovnanian Enterprises Inc	2,349	$334,521
3	DHI	Horton D R Inc /De/	1,852	$301,653
4	PHM	Pultegroup Inc/Mi/	2,130	$292,257
5	CVCO	Cavco Industries, Inc. This page	385	$236,536

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$236,536	385	-9.4%	Shares	Sole	2026-08-05
2026-03-31	$205,823	425	-35.5%	Shares	Sole	2026-04-29
2025-12-31	$389,297	659	-3.8%	Shares	Sole	2026-01-30
2025-09-30	$397,800	685	-40.4%	Shares	Sole	2025-11-12
2025-06-30	$499,594	1,150	—	Shares	Sole	2025-07-31
No filing history on record for this holder in this stock.