UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in CVCO — Cavco Industries, Inc.
CIK 861177
NEW YORK, NY
Position in CVCO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,481,512
+$1,706,783 QoQ
Shares Held
13,805
-1.3% QoQ
Ownership
0.180%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#77
of 357 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $1,068,859,948 across 18 Residential Construction names. CVCO ranks #11 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
2,903,786 | $472,968,658 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
1,438,684 | $197,401,825 | |
| 3 | NVR |
Nvr Inc
|
21,595 | $147,135,364 | |
| 4 | LEN |
Lennar Corp /New/
|
1,127,799 | $102,028,228 | |
| 5 | IBP |
Installed Building Products, Inc.
|
202,615 | $46,569,028 | |
| 6 | TOL |
Toll Brothers, Inc.
|
265,254 | $43,700,594 | |
| 7 | MTH |
Meritage Homes CORP
|
155,724 | $13,057,453 | |
| 8 | KBH |
Kb Home
|
152,595 | $9,550,917 |
All Filings in CVCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,481,512 | 13,805 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,774,729 | 13,989 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $8,023,427 | 13,582 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $7,741,708 | 13,331 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,666,990 | 24,554 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $9,288,903 | 17,876 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $6,912,993 | 15,492 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,434,363 | 12,690 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,075,542 | 14,662 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,637,784 | 6,610 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,299,129 | 6,633 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,897,871 | 7,144 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,144,355 | 7,269 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,309,651 | 7,269 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,524,019 | 6,736 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,589,494 | 7,725 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,414,066 | 7,215 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,405,599 | 5,836 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,926,544 | 6,065 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,213,517 | 9,350 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,077,475 | 9,350 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,980,629 | 8,779 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,540,274 | 8,779 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $1,301,475 | 7,218 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,402,789 | 7,274 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,252,425 | 8,641 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||