Position in CVCO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$492,117
+$58,194 QoQ
Shares Held
801
-10.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#203
of 357 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $53,460,510 across 13 Residential Construction names. CVCO ranks #12 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
91,640 | $14,926,322 | |
| 2 | LEN |
Lennar Corp /New/
|
94,610 | $8,555,680 | |
| 3 | TOL |
Toll Brothers, Inc.
|
45,429 | $7,484,426 | |
| 4 | PHM |
Pultegroup Inc/Mi/
|
48,456 | $6,648,646 | |
| 5 | IBP |
Installed Building Products, Inc.
|
22,629 | $5,201,049 | |
| 6 | MHO |
M/I Homes, Inc.
|
12,631 | $2,030,938 | |
| 7 | SKY |
Champion Homes, Inc.
|
22,624 | $1,993,625 | |
| 8 | NVR |
Nvr Inc
|
284 | $1,935,004 |
All Filings in CVCO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $492,117 | 801 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $433,923 | 896 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $523,986 | 887 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $558,661 | 962 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $364,051 | 838 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $492,088 | 947 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $419,008 | 939 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $403,401 | 942 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $356,208 | 1,029 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $391,477 | 981 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $329,635 | 951 | Shares | Defined | 2024-02-12 | |
| 2020-03-31 | $352,493 | 2,432 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||