Position in CVCO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$33,414,283
+$5,126,906 QoQ
Shares Held
54,387
-6.9% QoQ
Ownership
0.707%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#30
of 357 holders
Holding Since
Jun 2023
13 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, 2026FRANKLIN RESOURCES INC holds $2,986,423,737 across 15 Residential Construction names. CVCO ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
|
15,559,037 | $2,134,855,461 | |
| 2 | DHI |
Horton D R Inc /De/
|
2,862,742 | $466,283,412 | |
| 3 | MHO |
M/I Homes, Inc.
|
558,268 | $89,763,908 | |
| 4 | NVR |
Nvr Inc
|
12,509 | $85,228,817 | |
| 5 | MTH |
Meritage Homes CORP
|
583,680 | $48,941,565 | |
| 6 | LEN |
Lennar Corp /New/
|
389,862 | $35,277,931 | |
| 7 | CVCO |
Cavco Industries, Inc.
This page
|
54,387 | $33,414,283 | |
| 8 | IBP |
Installed Building Products, Inc.
|
128,391 | $29,509,384 |
All Filings in CVCO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,414,283 | 54,387 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $28,287,377 | 58,410 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $27,171,674 | 45,996 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $5,756,194 | 9,912 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $5,307,864 | 12,218 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $5,681,112 | 10,933 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $5,084,343 | 11,394 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $4,084,551 | 9,538 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $3,958,798 | 11,436 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,569,236 | 11,450 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $742,459 | 2,142 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $569,043 | 2,142 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $680,565 | 2,307 | Shares | Defined | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||