GOLDMAN SACHS GROUP INC

Position in CVCO — Cavco Industries, Inc.

CIK 886982 NEW YORK, NY

Back to CVCO Full portfolio

Position in CVCO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$37,894,343

-$7,228,893 QoQ

Shares Held

61,679

-33.8% QoQ

Ownership

0.802%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#25

of 357 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

GOLDMAN SACHS GROUP INC holds $2,284,546,402 across 18 Residential Construction names. CVCO ranks #12 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	3,554,668	$578,984,321
2	LEN	Lennar Corp /New/	3,839,335	$346,969,674
3	PHM	Pultegroup Inc/Mi/	2,317,393	$317,969,492
4	TOL	Toll Brothers, Inc.	1,470,543	$242,271,957
5	NVR	Nvr Inc	30,477	$207,651,987
6	MTH	Meritage Homes CORP	1,443,063	$121,000,831
7	SKY	Champion Homes, Inc.	1,372,109	$120,910,244
8	MHO	M/I Homes, Inc.	596,306	$95,880,040

All Filings in CVCO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,894,343	61,679	-33.8%	Shares	Defined	2026-08-14
2026-03-31	$45,123,236	93,174	+25.6%	Shares	Defined	2026-05-15
2025-12-31	$43,806,324	74,155	+122.5%	Shares	Defined	2026-03-25
2025-09-30	$19,351,664	33,323	+12.6%	Shares	Defined	2025-11-14
2025-06-30	$12,861,300	29,605	-9.0%	Shares	Defined	2025-08-14
2025-03-31	$16,899,406	32,522	-33.7%	Shares	Defined	2025-06-27
2024-12-31	$21,890,258	49,056	+31.3%	Shares	Defined	2025-02-11
2024-09-30	$16,004,185	37,372	+33.8%	Shares	Defined	2024-11-14
2024-06-30	$9,671,643	27,939	+41.7%	Shares	Defined	2024-08-13
2024-03-31	$7,867,068	19,714	+10.5%	Shares	Defined	2024-05-15
2023-12-31	$6,184,739	17,843	+16.3%	Shares	Defined	2024-05-14
2023-09-30	$4,077,349	15,348	-48.9%	Shares	Defined	2024-05-15
2023-06-30	$8,860,030	30,034	+135.9%	Shares	Defined	2024-05-14
2023-03-31	$4,045,465	12,732	-57.0%	Shares	Defined	2024-05-14
2022-12-31	$6,695,416	29,593	-48.0%	Shares	Defined	2024-05-14
2022-09-30	$11,715,562	56,938	+199.6%	Shares	Defined	2024-05-14
2022-06-30	$3,725,181	19,007	+6.3%	Shares	Defined	2024-05-14
2022-03-31	$4,304,952	17,874	-32.7%	Shares	Defined	2022-05-16
2021-12-31	$8,433,924	26,551	-16.5%	Shares	Defined	2022-02-17
2021-09-30	$7,524,779	31,785	+61.7%	Shares	Defined	2022-01-20
2021-06-30	$4,368,032	19,659	+12.2%	Shares	Defined	2021-08-13
2021-03-31	$3,951,332	17,514	-7.0%	Shares	Defined	2021-05-17
2020-12-31	$3,305,652	18,841	-27.8%	Shares	Defined	2021-02-12
2020-09-30	$4,705,009	26,094	+83.1%	Shares	Defined	2020-11-13
2020-06-30	$2,748,498	14,252	-60.8%	Shares	Defined	2020-08-12
2020-03-31	$5,264,799	36,324	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.