Position in CVCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,758
+$5,790 QoQ
Shares Held
11
+450.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#316
of 357 holders
Holding Since
Jun 2024
4 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Quarry LP holds $58,178 across 12 Residential Construction names. CVCO ranks #2 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
|
227 | $31,146 | |
| 2 | CVCO |
Cavco Industries, Inc.
This page
|
11 | $6,758 | |
| 3 | LGIH |
LGI Homes, Inc.
|
63 | $4,011 | |
| 4 | LEGH |
Legacy Housing Corp
|
140 | $3,677 | |
| 5 | MHO |
M/I Homes, Inc.
|
22 | $3,537 | |
| 6 | LEN |
Lennar Corp /New/
|
23 | $2,081 | |
| 7 | HOV |
Hovnanian Enterprises Inc
|
14 | $1,993 | |
| 8 | KBH |
Kb Home
|
31 | $1,940 |
All Filings in CVCO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,758 | 11 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $968 | 2 | Shares | Other | 2026-05-15 | |
| 2025-06-30 | $6,950 | 16 | Shares | Other | 2025-08-14 | |
| 2024-06-30 | $3,807 | 11 | Shares | Other | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||