Position in CVCO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$53,412,352
+$13,863,297 QoQ
Shares Held
86,937
+6.5% QoQ
Ownership
1.13%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#19
of 357 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 4%
None 0%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026NORTHERN TRUST CORP holds $1,635,156,662 across 18 Residential Construction names. CVCO ranks #10 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
2,746,152 | $447,293,233 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
1,947,246 | $267,181,619 | |
| 3 | LEN |
Lennar Corp /New/
|
2,098,090 | $189,800,555 | |
| 4 | NVR |
Nvr Inc
|
24,743 | $168,583,949 | |
| 5 | TOL |
Toll Brothers, Inc.
|
863,447 | $142,252,890 | |
| 6 | IBP |
Installed Building Products, Inc.
|
311,566 | $71,610,326 | |
| 7 | MTH |
Meritage Homes CORP
|
793,553 | $66,539,416 | |
| 8 | KBH |
Kb Home
|
954,307 | $59,730,071 |
All Filings in CVCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,412,352 | 86,937 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $39,549,055 | 81,664 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $47,487,813 | 80,387 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $48,364,353 | 83,282 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $36,899,178 | 84,937 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $46,580,669 | 89,642 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $40,933,568 | 91,732 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $35,863,386 | 83,746 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $28,345,782 | 81,884 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $35,635,657 | 89,299 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $32,556,282 | 93,925 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $26,164,586 | 98,489 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $29,018,855 | 98,369 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $29,774,142 | 93,706 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $21,326,550 | 94,261 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $18,764,075 | 91,194 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $18,369,944 | 93,729 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $23,073,669 | 95,801 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $31,692,255 | 99,771 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $23,919,735 | 101,038 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $23,357,944 | 105,126 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $24,940,506 | 110,547 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $20,254,121 | 115,441 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $21,769,545 | 120,734 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $23,748,704 | 123,146 | Shares | Other | 2020-08-14 | |
| 2020-03-31 | $17,267,569 | 119,136 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||