Position in CVCO
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$222,405
+$52,420 QoQ
Shares Held
362
+3.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#256
of 357 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Byrne Asset Management LLC holds $3,452,614 across 7 Residential Construction names. CVCO ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
|
15,046 | $2,478,828 | |
| 2 | GRBK |
Green Brick Partners, Inc.
|
4,213 | $337,208 | |
| 3 | SKY |
Champion Homes, Inc.
|
3,796 | $334,503 | |
| 4 | CVCO |
Cavco Industries, Inc.
This page
|
362 | $222,405 | |
| 5 | LEN |
Lennar Corp /New/
|
635 | $57,461 | |
| 6 | PHM |
Pultegroup Inc/Mi/
|
150 | $20,581 | |
| 7 | DHI |
Horton D R Inc /De/
|
10 | $1,628 |
All Filings in CVCO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,405 | 362 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $169,985 | 351 | Shares | Sole | 2026-04-02 | |
| No filing history on record for this holder in this stock. | ||||||