Position in CVCO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$77,411
+$16,391 QoQ
Shares Held
126
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#277
of 357 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Smartleaf Asset Management LLC holds $2,279,756 across 18 Residential Construction names. CVCO ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
4,264 | $694,520 | |
| 2 | LEN |
Lennar Corp /New/
|
4,278 | $386,777 | |
| 3 | NVR |
Nvr Inc
|
54 | $367,923 | |
| 4 | PHM |
Pultegroup Inc/Mi/
|
2,109 | $289,375 | |
| 5 | IBP |
Installed Building Products, Inc.
|
586 | $134,686 | |
| 6 | MHO |
M/I Homes, Inc.
|
683 | $109,819 | |
| 7 | CVCO |
Cavco Industries, Inc.
This page
|
126 | $77,411 | |
| 8 | TOL |
Toll Brothers, Inc.
|
392 | $64,582 |
All Filings in CVCO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,411 | 126 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $61,020 | 126 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $148,275 | 251 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $108,015 | 186 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $63,426 | 146 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $77,944 | 150 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $71,843 | 161 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $14,131 | 33 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,269 | 21 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||