Universal- Beteiligungs- und Servicegesellschaft mbH
Position in CVCO — Cavco Industries, Inc.
CIK 2057170
FRANKFURT AM MAIN, 2M
Position in CVCO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,021,538
+$1,140,380 QoQ
Shares Held
9,801
-2.8% QoQ
Ownership
0.127%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#85
of 357 holders
Holding Since
Mar 2025
6 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, 2026Universal- Beteiligungs- und Servicegesellschaft mbH holds $91,595,766 across 14 Residential Construction names. CVCO ranks #7 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
158,374 | $25,795,957 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
98,991 | $13,582,555 | |
| 3 | NVR |
Nvr Inc
|
1,644 | $11,201,229 | |
| 4 | TOL |
Toll Brothers, Inc.
|
65,882 | $10,854,059 | |
| 5 | LEN |
Lennar Corp /New/
|
83,831 | $7,585,867 | |
| 6 | KBH |
Kb Home
|
108,598 | $6,797,148 | |
| 7 | CVCO |
Cavco Industries, Inc.
This page
|
9,801 | $6,021,538 | |
| 8 | MTH |
Meritage Homes CORP
|
67,743 | $5,680,250 |
All Filings in CVCO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,021,538 | 9,801 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $4,881,158 | 10,079 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $5,402,317 | 9,145 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $5,316,002 | 9,154 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $3,887,279 | 8,948 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $8,556,227 | 16,466 | Shares | Defined | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||