Position in CVCO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$35,428,219
+$5,701,052 QoQ
Shares Held
57,665
-6.1% QoQ
Ownership
0.750%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#26
of 357 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026MORGAN STANLEY holds $2,146,276,330 across 19 Residential Construction names. CVCO ranks #10 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
3,696,034 | $602,010,011 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
2,565,379 | $351,995,644 | |
| 3 | LEN |
Lennar Corp /New/
|
3,730,132 | $337,205,418 | |
| 4 | NVR |
Nvr Inc
|
31,899 | $217,340,634 | |
| 5 | TOL |
Toll Brothers, Inc.
|
1,156,108 | $190,468,786 | |
| 6 | IBP |
Installed Building Products, Inc.
|
636,759 | $146,352,684 | |
| 7 | MTH |
Meritage Homes CORP
|
804,790 | $67,481,635 | |
| 8 | KBH |
Kb Home
|
907,781 | $56,818,009 |
All Filings in CVCO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,428,219 | 57,665 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $29,727,167 | 61,383 | Shares | Defined | 2026-05-15 | |
| 2025-06-30 | $29,850,115 | 68,711 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $41,386,966 | 79,647 | Shares | Defined | 2025-05-15 | |
| 2024-03-31 | $25,580,541 | 64,102 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $21,976,743 | 63,403 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $14,443,398 | 54,368 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $16,639,180 | 56,404 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $19,115,870 | 60,162 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $15,105,578 | 66,765 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $13,416,167 | 65,203 | Shares | Defined | 2022-11-14 | |
| 2021-12-31 | $12,130,416 | 38,188 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,015,076 | 29,632 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $4,711,186 | 20,882 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $4,835,926 | 27,563 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $3,940,853 | 21,856 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,562,058 | 23,656 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $6,548,386 | 45,180 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||