Position in CVCO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$214,418
-$41,771 QoQ
Shares Held
349
-34.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#262
of 357 holders
Holding Since
Sep 2025
4 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, 2026BLAIR WILLIAM & CO/IL holds $20,171,882 across 8 Residential Construction names. CVCO ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
|
48,145 | $6,605,975 | |
| 2 | DHI |
Horton D R Inc /De/
|
39,132 | $6,373,820 | |
| 3 | TOL |
Toll Brothers, Inc.
|
20,224 | $3,331,904 | |
| 4 | LEN |
Lennar Corp /New/
|
30,556 | $2,753,254 | |
| 5 | NVR |
Nvr Inc
|
59 | $401,990 | |
| 6 | GRBK |
Green Brick Partners, Inc.
|
5,018 | $401,640 | |
| 7 | CVCO |
Cavco Industries, Inc.
This page
|
349 | $214,418 | |
| 8 | MTH |
Meritage Homes CORP
|
1,060 | $88,881 |
All Filings in CVCO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,418 | 349 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $256,189 | 529 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $310,729 | 526 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $317,078 | 546 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||