Position in CVCO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,045,270
+$438,397 QoQ
Shares Held
3,329
+0.3% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#127
of 357 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $74,231,005 across 8 Residential Construction names. CVCO ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
195,686 | $31,873,334 | |
| 2 | LEN |
Lennar Corp /New/
|
259,608 | $23,491,927 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
81,284 | $11,152,976 | |
| 4 | TOL |
Toll Brothers, Inc.
|
18,216 | $3,001,085 | |
| 5 | CVCO |
Cavco Industries, Inc.
This page
|
3,329 | $2,045,270 | |
| 6 | IBP |
Installed Building Products, Inc.
|
4,549 | $1,045,541 | |
| 7 | NVR |
Nvr Inc
|
150 | $1,022,009 | |
| 8 | SKY |
Champion Homes, Inc.
|
6,796 | $598,863 |
All Filings in CVCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,045,270 | 3,329 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $1,606,873 | 3,318 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $1,910,452 | 3,234 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $6,227,166 | 10,723 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $4,854,320 | 11,174 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $6,435,617 | 12,385 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $5,485,505 | 12,293 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $5,223,242 | 12,197 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $4,589,521 | 13,258 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $6,365,804 | 15,952 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $5,538,640 | 15,979 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $4,093,289 | 15,408 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,451,255 | 15,089 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $4,821,386 | 15,174 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $3,428,366 | 15,153 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $3,108,003 | 15,105 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $2,958,076 | 15,093 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $4,562,179 | 18,942 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $5,877,159 | 18,502 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,335,892 | 18,315 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $3,915,431 | 17,622 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $3,921,326 | 17,381 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $3,048,092 | 17,373 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $2,916,333 | 16,174 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $3,073,835 | 15,939 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $2,338,750 | 16,136 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||