Position in CVCO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$3,000,017
+$2,326,370 QoQ
Shares Held
4,883
+251.0% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#114
of 357 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Corient Private Wealth LLC holds $127,004,721 across 13 Residential Construction names. CVCO ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVR |
Nvr Inc
|
8,613 | $58,683,813 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
157,511 | $21,612,084 | |
| 3 | DHI |
Horton D R Inc /De/
|
102,884 | $16,757,745 | |
| 4 | TOL |
Toll Brothers, Inc.
|
63,030 | $10,384,192 | |
| 5 | LEN |
Lennar Corp /New/
|
86,608 | $7,837,157 | |
| 6 | MHO |
M/I Homes, Inc.
|
38,652 | $6,214,855 | |
| 7 | CVCO |
Cavco Industries, Inc.
This page
|
4,883 | $3,000,017 | |
| 8 | IBP |
Installed Building Products, Inc.
|
5,109 | $1,174,252 |
All Filings in CVCO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,000,017 | 4,883 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $673,647 | 1,391 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $889,063 | 1,505 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $1,249,730 | 2,152 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,207,715 | 2,780 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $2,460,967 | 4,736 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,628,294 | 5,890 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,252,851 | 9,931 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,496,748 | 12,990 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,080,477 | 15,237 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,332,402 | 15,384 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,478,496 | 16,858 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $5,055,415 | 17,137 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||