Position in CVCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,889,041
+$4,838,074 QoQ
Shares Held
11,213
+164.8% QoQ
Ownership
0.146%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#83
of 357 holders
Holding Since
Mar 2020
26 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, 2026WELLS FARGO & COMPANY/MN holds $539,285,352 across 18 Residential Construction names. CVCO ranks #10 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
763,264 | $124,320,438 | |
| 2 | LEN |
Lennar Corp /New/
|
1,354,769 | $122,537,742 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
490,246 | $67,266,650 | |
| 4 | TOL |
Toll Brothers, Inc.
|
370,653 | $61,065,080 | |
| 5 | IBP |
Installed Building Products, Inc.
|
193,430 | $44,457,949 | |
| 6 | MTH |
Meritage Homes CORP
|
508,935 | $42,674,199 | |
| 7 | NVR |
Nvr Inc
|
4,912 | $33,467,418 | |
| 8 | SKY |
Champion Homes, Inc.
|
148,557 | $13,090,842 |
All Filings in CVCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,889,041 | 11,213 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,050,967 | 4,235 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $5,668,148 | 9,595 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,065,672 | 5,279 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,686,571 | 8,486 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,211,079 | 8,104 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,869,702 | 4,190 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,202,924 | 2,809 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $989,006 | 2,857 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,063,892 | 2,666 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $872,787 | 2,518 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $559,743 | 2,107 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,293,280 | 4,384 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $763,527 | 2,403 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $132,354 | 585 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $180,860 | 879 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $188,147 | 960 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,248,564 | 5,184 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,772,129 | 8,727 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $198,150 | 837 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $101,984 | 459 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $766,396 | 3,397 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,798,712 | 10,252 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $3,657,045 | 20,282 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $4,116,381 | 21,345 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $3,207,810 | 22,132 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||