Position in CVCO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$614
-$7,134 QoQ
Shares Held
1
-93.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#352
of 357 holders
Holding Since
Jun 2025
5 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, 2026LRI Investments, LLC holds $232,494 across 10 Residential Construction names. CVCO ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
|
1,426 | $129,038 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
233 | $31,969 | |
| 3 | 293 | $21,019 | |||
| 4 | NVR |
Nvr Inc
|
3 | $20,440 | |
| 5 | DHI |
Horton D R Inc /De/
|
87 | $14,169 | |
| 6 | IBP |
Installed Building Products, Inc.
|
57 | $13,099 | |
| 7 | TOL |
Toll Brothers, Inc.
|
9 | $1,482 | |
| 8 | CVCO |
Cavco Industries, Inc.
This page
|
1 | $614 |
All Filings in CVCO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $614 | 1 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $7,748 | 16 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $7,678 | 13 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $7,548 | 13 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $5,647 | 13 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||