Position in CVCO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$17,817
-$54,844 QoQ
Shares Held
29
-76.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#302
of 357 holders
Holding Since
Dec 2022
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Clearstead Advisors, LLC holds $1,640,799 across 18 Residential Construction names. CVCO ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
5,287 | $861,146 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
3,177 | $435,916 | |
| 3 | LEN |
Lennar Corp /New/
|
1,105 | $99,957 | |
| 4 | MTH |
Meritage Homes CORP
|
1,154 | $96,762 | |
| 5 | NVR |
Nvr Inc
|
14 | $95,387 | |
| 6 | TOL |
Toll Brothers, Inc.
|
136 | $22,406 | |
| 7 | CVCO |
Cavco Industries, Inc.
This page
|
29 | $17,817 | |
| 8 | GRBK |
Green Brick Partners, Inc.
|
48 | $3,841 |
All Filings in CVCO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,817 | 29 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $72,661 | 123 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $24,971 | 43 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $12,598 | 29 | Shares | Sole | 2025-08-08 | |
| 2023-09-30 | $1,593 | 6 | Shares | Sole | 2023-11-07 | |
| 2023-03-31 | $2,859 | 9 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,036 | 9 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||