Position in CVCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$42,952,533
New position
Shares Held
69,912
first reported quarter
Ownership
0.909%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#23
of 357 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 91%
None 9%
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Jupiter Topco LLC holds $349,858,283 across 17 Residential Construction names. CVCO ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
|
1,296,787 | $117,346,254 | |
| 2 | TOL |
Toll Brothers, Inc.
|
537,935 | $88,624,790 | |
| 3 | CVCO |
Cavco Industries, Inc.
This page
|
69,912 | $42,952,533 | |
| 4 | DFH |
Dream Finders Homes, Inc.
|
1,922,596 | $33,184,005 | |
| 5 | DHI |
Horton D R Inc /De/
|
136,150 | $22,176,110 | |
| 6 | MHO |
M/I Homes, Inc.
|
128,800 | $20,709,751 | |
| 7 | SKY |
Champion Homes, Inc.
|
128,621 | $11,334,081 | |
| 8 | PHM |
Pultegroup Inc/Mi/
|
21,377 | $2,933,137 |
All Filings in CVCO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,952,533 | 69,912 | Shares | Defined | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||