TEACHER RETIREMENT SYSTEM OF TEXAS
PensionPosition in CVCO — Cavco Industries, Inc.
CIK 796848
AUSTIN, TX
Position in CVCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$449,111
-$6,849,481 QoQ
Shares Held
731
-94.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#214
of 357 holders
Holding Since
Mar 2021
19 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, 2026TEACHER RETIREMENT SYSTEM OF TEXAS holds $103,449,706 across 11 Residential Construction names. CVCO ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVR |
Nvr Inc
|
6,463 | $44,035,003 | |
| 2 | DHI |
Horton D R Inc /De/
|
159,638 | $26,001,837 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
81,557 | $11,190,435 | |
| 4 | TOL |
Toll Brothers, Inc.
|
62,270 | $10,258,982 | |
| 5 | MHO |
M/I Homes, Inc.
|
54,250 | $8,722,857 | |
| 6 | SKY |
Champion Homes, Inc.
|
11,801 | $1,039,904 | |
| 7 | MTH |
Meritage Homes CORP
|
11,559 | $969,222 | |
| 8 | IBP |
Installed Building Products, Inc.
|
2,456 | $564,487 |
All Filings in CVCO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $449,111 | 731 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $7,298,592 | 12,355 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $6,974,567 | 12,010 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $6,724,541 | 15,479 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,333,138 | 4,490 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,995,540 | 4,472 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $805,947 | 1,882 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $419,558 | 1,212 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $255,797 | 641 | Shares | Sole | 2024-05-06 | |
| 2023-09-30 | $452,950 | 1,705 | Shares | Sole | 2023-10-31 | |
| 2023-03-31 | $1,245,858 | 3,921 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,241,207 | 5,486 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,369,532 | 11,516 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $273,994 | 1,398 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $411,853 | 1,710 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $493,628 | 1,554 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $316,284 | 1,336 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $239,298 | 1,077 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $206,658 | 916 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||