Thrivent Financial for Lutherans
Position in CVCO — Cavco Industries, Inc.
CIK 314984
Minneapolis, MN
Position in CVCO
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$2,645,676
-$689,642 QoQ
Shares Held
5,463
-3.2% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026Thrivent Financial for Lutherans holds $207,273,655 across 16 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/
|
566,952 | $77,797,151 | |
| 2 | NVR |
Nvr Inc
|
10,390 | $68,468,333 | |
| 3 | IBP |
Installed Building Products, Inc.
|
93,172 | $24,704,555 | |
| 4 | SKY |
Champion Homes, Inc.
|
139,999 | $10,411,724 | |
| 5 | TOL |
Toll Brothers, Inc.
|
45,631 | $6,227,262 | |
| 6 | MTH |
Meritage Homes CORP
|
69,899 | $4,322,553 | |
| 7 | CVCO |
Cavco Industries, Inc.
This page
|
5,463 | $2,645,676 | |
| 8 | TPH |
Tri Pointe Homes, Inc.
|
56,389 | $2,635,057 |
All Filings in CVCO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||