Position in CVCO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$22,794,724
+$1,543,115 QoQ
Shares Held
37,102
-15.5% QoQ
Ownership
0.483%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#42
of 357 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026JPMORGAN CHASE & CO holds $1,000,240,802 across 18 Residential Construction names. CVCO ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
1,528,245 | $248,920,536 | |
| 2 | TOL |
Toll Brothers, Inc.
|
1,080,884 | $178,075,634 | |
| 3 | LEN |
Lennar Corp /New/
|
1,838,416 | $166,311,811 | |
| 4 | PHM |
Pultegroup Inc/Mi/
|
1,095,171 | $150,268,405 | |
| 5 | NVR |
Nvr Inc
|
12,070 | $82,237,730 | |
| 6 | MHO |
M/I Homes, Inc.
|
271,728 | $43,691,141 | |
| 7 | MTH |
Meritage Homes CORP
|
412,023 | $34,548,124 | |
| 8 | CVCO |
Cavco Industries, Inc.
This page
|
37,102 | $22,794,724 |
All Filings in CVCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,794,724 | 37,102 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $21,251,609 | 43,882 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $14,317,762 | 24,237 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $18,616,458 | 32,057 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $7,977,434 | 18,363 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $15,618,514 | 30,057 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $19,451,163 | 43,590 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $15,368,245 | 35,887 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $7,998,945 | 23,107 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $8,201,080 | 20,551 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $6,728,930 | 19,413 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $4,078,411 | 15,352 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $5,816,515 | 19,717 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $4,810,900 | 15,141 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $3,115,461 | 13,770 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,628,788 | 12,776 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,202,867 | 16,342 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $5,968,021 | 24,779 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $4,475,051 | 14,088 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,921,855 | 8,118 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,681,608 | 12,069 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $2,826,891 | 12,530 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $3,284,247 | 18,719 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $3,221,958 | 17,869 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $6,327,213 | 32,809 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $928,629 | 6,407 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||