Thrivent Financial for Lutherans
Position in CVCO — Cavco Industries, Inc.
CIK 314984
Minneapolis, MN
Position in CVCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,304,750
+$659,074 QoQ
Shares Held
5,379
-1.5% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#113
of 360 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, 2026Thrivent Financial for Lutherans holds $248,662,474 across 15 Residential Construction names. CVCO ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
606,796 | $98,834,931 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
525,326 | $72,079,980 | |
| 3 | IBP |
Installed Building Products, Inc.
|
154,323 | $35,469,598 | |
| 4 | SKY |
Champion Homes, Inc.
|
147,875 | $13,030,745 | |
| 5 | TOL |
Toll Brothers, Inc.
|
58,299 | $9,604,758 | |
| 6 | MTH |
Meritage Homes CORP
|
70,653 | $5,924,253 | |
| 7 | CVCO |
Cavco Industries, Inc.
This page
|
5,379 | $3,304,750 | |
| 8 | MHO |
M/I Homes, Inc.
|
17,978 | $2,890,682 |
All Filings in CVCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,304,750 | 5,379 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,645,676 | 5,463 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,335,318 | 5,646 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,481,476 | 5,995 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,788,606 | 6,419 | Shares | Sole | 2025-08-26 | |
| 2025-03-31 | $4,174,187 | 8,033 | Shares | Defined | 2025-08-26 | |
| 2024-12-31 | $3,754,132 | 8,413 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $4,065,281 | 9,493 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,273,383 | 9,456 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,752,715 | 6,898 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,391,331 | 6,899 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,961,102 | 7,382 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,281,825 | 7,735 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,546,050 | 8,013 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,922,898 | 8,499 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,759,453 | 8,551 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,641,024 | 8,373 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,670,776 | 6,937 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,206,396 | 6,946 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $1,634,926 | 6,906 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,550,219 | 6,977 | Shares | Sole | 2021-09-24 | |
| 2021-03-31 | $1,817,288 | 8,055 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,448,515 | 8,256 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,489,721 | 8,262 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,391,798 | 7,217 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,042,988 | 7,196 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||