Keating Financial Advisory Services, Inc.
Position in CVCO — Cavco Industries, Inc.
CIK 2103443
MANHATTAN, KS
Position in CVCO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$14,745
+$7,965 QoQ
Shares Held
24
+71.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#308
of 357 holders
Holding Since
Dec 2025
3 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, 2026Keating Financial Advisory Services, Inc. holds $272,832 across 15 Residential Construction names. CVCO ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
|
645 | $88,500 | |
| 2 | DHI |
Horton D R Inc /De/
|
489 | $79,648 | |
| 3 | IBP |
Installed Building Products, Inc.
|
134 | $30,798 | |
| 4 | LEN |
Lennar Corp /New/
|
210 | $18,890 | |
| 5 | CVCO |
Cavco Industries, Inc.
This page
|
24 | $14,745 | |
| 6 | NVR |
Nvr Inc
|
2 | $13,626 | |
| 7 | TOL |
Toll Brothers, Inc.
|
44 | $7,249 | |
| 8 | SKY |
Champion Homes, Inc.
|
58 | $5,110 |
All Filings in CVCO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,745 | 24 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,780 | 14 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,544 | 6 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||