Position in CVCO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$153,677,941
+$24,123,586 QoQ
Shares Held
250,135
-6.5% QoQ
Ownership
3.25%
of shares outstanding
% of Portfolio
2.22%
of 13F equity value
Holder Rank
#8
of 357 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026FIDUCIARY MANAGEMENT INC /WI/ holds $153,677,941 across 1 Residential Construction name. CVCO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVCO |
Cavco Industries, Inc.
This page
|
250,135 | $153,677,941 |
All Filings in CVCO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153,677,941 | 250,135 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $129,554,355 | 267,514 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $115,615,497 | 195,713 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $99,435,494 | 171,225 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||