Position in CVCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,470,666
+$3,664,030 QoQ
Shares Held
15,415
+28.6% QoQ
Ownership
0.200%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#67
of 357 holders
Holding Since
Mar 2020
26 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, 2026BARCLAYS PLC holds $739,568,021 across 18 Residential Construction names. CVCO ranks #10 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
1,446,554 | $235,614,714 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
986,476 | $135,354,371 | |
| 3 | NVR |
Nvr Inc
|
19,330 | $131,703,018 | |
| 4 | LEN |
Lennar Corp /New/
|
770,295 | $69,675,126 | |
| 5 | MTH |
Meritage Homes CORP
|
612,251 | $51,337,246 | |
| 6 | TOL |
Toll Brothers, Inc.
|
215,378 | $35,483,524 | |
| 7 | MHO |
M/I Homes, Inc.
|
141,643 | $22,774,777 | |
| 8 | IBP |
Installed Building Products, Inc.
|
75,377 | $17,324,649 |
All Filings in CVCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,470,666 | 15,415 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $5,806,636 | 11,990 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $12,017,423 | 20,343 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,384,595 | 16,160 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $9,400,629 | 21,639 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $8,496,469 | 16,351 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $7,264,623 | 16,280 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $7,380,286 | 17,234 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $2,277,105 | 6,578 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $5,760,430 | 14,435 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $7,346,610 | 21,195 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $3,147,539 | 11,848 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $3,615,225 | 12,255 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $3,786,507 | 11,917 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $2,634,907 | 11,646 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $1,823,444 | 8,862 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,936,968 | 9,883 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,176,337 | 17,340 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,375,159 | 26,366 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,032,618 | 21,258 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $4,099,181 | 18,449 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,613,402 | 24,881 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,104,125 | 23,392 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,458,886 | 13,637 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,053,659 | 10,649 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,471,284 | 10,151 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||