Position in CVCO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$181,856
+$123,258 QoQ
Shares Held
296
+144.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#264
of 357 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026US BANCORP \DE\ holds $40,661,852 across 17 Residential Construction names. CVCO ranks #12 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
93,585 | $15,243,122 | |
| 2 | LEN |
Lennar Corp /New/
|
159,656 | $14,446,580 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
23,452 | $3,217,847 | |
| 4 | NVR |
Nvr Inc
|
431 | $2,936,574 | |
| 5 | TOL |
Toll Brothers, Inc.
|
7,821 | $1,288,509 | |
| 6 | KBH |
Kb Home
|
16,356 | $1,023,720 | |
| 7 | MTH |
Meritage Homes CORP
|
11,155 | $935,345 | |
| 8 | IBP |
Installed Building Products, Inc.
|
1,777 | $408,425 |
All Filings in CVCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $181,856 | 296 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $58,598 | 121 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $68,525 | 116 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $69,106 | 119 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $614,283 | 1,414 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $895,321 | 1,723 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $887,996 | 1,990 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $851,768 | 1,989 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $684,723 | 1,978 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $788,541 | 1,976 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $813,862 | 2,348 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $79,962 | 301 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $97,645 | 331 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $102,947 | 324 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $74,436 | 329 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $74,895 | 364 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $74,867 | 382 | Shares | Defined | 2022-08-01 | |
| 2022-03-31 | $93,448 | 388 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $98,470 | 310 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $68,891 | 291 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $63,546 | 286 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $66,780 | 296 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $43,511 | 248 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $54,814 | 304 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $57,469 | 298 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $37,249 | 257 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||