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Equibles

STRS OHIO

Position in CVCO — Cavco Industries, Inc.

CIK 820478 COLUMBUS, OH
Back to CVCO Full portfolio

Position in CVCO

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$1,658,826
-$472,050 QoQ
Shares Held
2,700
-38.6% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#139
of 360 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, 2026

STRS OHIO holds $99,673,175 across 12 Residential Construction names. CVCO ranks #5 (1.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PHM
Pultegroup Inc/Mi/
 400,407 $54,939,844
2 DHI
Horton D R Inc /De/
 175,715 $28,620,459
3 MHO
M/I Homes, Inc.
 51,600 $8,296,764
4 KBH
Kb Home
 32,000 $2,002,880
5 CVCO
Cavco Industries, Inc.
This page 		2,700 $1,658,826
6 SKY
Champion Homes, Inc.
 15,900 $1,401,108
7
10,100 $724,574
8 LEN
Lennar Corp /New/
 5,585 $505,386

All Filings in CVCO

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,658,826 2,700
2026-03-31 $2,130,876 4,400
2025-12-31 $1,358,702 2,300
2025-09-30 $1,393,752 2,400
2025-06-30 $1,129,518 2,600
2025-03-31 $1,247,112 2,400
2024-12-31 $1,204,821 2,700
2024-09-30 $1,199,072 2,800
2024-06-30 $1,003,893 2,900
2024-03-31 $678,402 1,700
2023-12-31 $623,916 1,800
2023-09-30 $982,942 3,700
2023-06-30 $1,091,500 3,700
2023-03-31 $1,112,090 3,500
2022-12-31 $905,000 4,000
2022-09-30 $967,072 4,700
2022-06-30 $940,752 4,800
2022-03-31 $3,155,135 13,100
2021-12-31 $6,353,000 20,000
2021-09-30 $544,502 2,300
2021-06-30 $511,037 2,300
2021-03-31 $1,060,367 4,700
2020-12-31 $824,615 4,700
2020-09-30 $847,457 4,700
2020-06-30 $906,395 4,700
2020-03-31 $753,688 5,200