Position in CVCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,764,112
-$286,606 QoQ
Shares Held
9,382
-24.9% QoQ
Ownership
0.122%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#88
of 357 holders
Holding Since
Jun 2020
25 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, 2026SEI INVESTMENTS CO holds $264,846,272 across 16 Residential Construction names. CVCO ranks #9 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
599,409 | $97,631,737 | |
| 2 | LEN |
Lennar Corp /New/
|
609,345 | $55,064,955 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
199,920 | $27,431,023 | |
| 4 | SKY |
Champion Homes, Inc.
|
274,558 | $24,194,050 | |
| 5 | IBP |
Installed Building Products, Inc.
|
51,320 | $11,795,388 | |
| 6 | TOL |
Toll Brothers, Inc.
|
57,211 | $9,425,511 | |
| 7 | NVR |
Nvr Inc
|
1,317 | $8,973,246 | |
| 8 | KBH |
Kb Home
|
102,552 | $6,418,729 |
All Filings in CVCO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,764,112 | 9,382 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,050,718 | 12,494 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,040,070 | 6,839 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,183,544 | 3,760 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,077,009 | 4,781 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,777,422 | 5,345 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,262,387 | 7,311 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,037,446 | 9,428 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,697,872 | 13,571 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,683,012 | 14,241 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $5,681,793 | 16,392 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,979,320 | 14,979 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,698,120 | 12,536 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,769,031 | 11,862 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $366,072 | 1,618 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $320,162 | 1,556 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $325,931 | 1,663 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $327,315 | 1,359 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,757,556 | 5,533 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $456,197 | 1,927 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $472,375 | 2,126 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $419,408 | 1,859 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $293,527 | 1,673 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $219,076 | 1,215 | Shares | Sole | 2020-12-04 | |
| 2020-06-30 | $308,559 | 1,600 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||