STATE STREET CORP

Position in CVCO — Cavco Industries, Inc.

CIK 93751 BOSTON, MA

Back to CVCO Full portfolio

Position in CVCO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$257,550,553

+$62,911,981 QoQ

Shares Held

419,204

+4.3% QoQ

Ownership

5.45%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

of 357 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 11% Shared 0% None 89%

Common Shares in CVCO Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

STATE STREET CORP holds $7,457,789,252 across 18 Residential Construction names. CVCO ranks #9 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	12,077,744	$1,967,222,942
2	PHM	Pultegroup Inc/Mi/	9,174,111	$1,258,779,770
3	LEN	Lennar Corp /New/	10,461,378	$946,589,571
4	NVR	Nvr Inc	128,768	$877,347,878
5	TOL	Toll Brothers, Inc.	3,505,828	$577,585,163
6	MTH	Meritage Homes CORP	3,594,997	$301,440,498
7	IBP	Installed Building Products, Inc.	1,225,859	$281,751,432
8	SKY	Champion Homes, Inc.	2,953,488	$260,261,362

All Filings in CVCO

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$257,550,553	419,204	+4.3%	Shares	Defined	2026-08-07
2026-03-31	$194,638,572	401,905	+3.2%	Shares	Defined	2026-05-15
2026-03-31	$194,638,572	401,905	+3.2%	Shares	Sole	2026-05-12
2025-12-31	$230,170,026	389,630	-6.2%	Shares	Defined	2026-02-13
2025-12-31	$230,170,026	389,630	-6.2%	Shares	Sole	2026-02-09
2025-09-30	$241,101,093	415,169	+9.1%	Shares	Defined	2025-11-14
2025-09-30	$241,101,093	415,169	—	Shares	Sole	2025-11-10
2025-06-30	$165,379,681	380,682	+6.1%	Shares	Defined	2025-08-14
2025-03-31	$186,466,627	358,845	-9.1%	Shares	Defined	2025-05-15
2024-12-31	$176,090,836	394,619	-2.5%	Shares	Defined	2025-02-14
2024-09-30	$173,280,464	404,634	-1.5%	Shares	Defined	2024-11-14
2024-06-30	$142,235,368	410,883	+13.4%	Shares	Defined	2024-08-14
2024-03-31	$144,616,949	362,394	+6.4%	Shares	Defined	2024-05-15
2023-12-31	$118,055,999	340,592	+3.4%	Shares	Defined	2024-02-14
2023-09-30	$87,480,775	329,296	-1.5%	Shares	Defined	2023-11-14
2023-06-30	$98,600,210	334,238	+3.3%	Shares	Defined	2023-08-14
2023-03-31	$102,815,897	323,585	+3.3%	Shares	Defined	2023-05-15
2022-09-30	$64,482,097	313,385	-1.9%	Shares	Defined	2022-11-15
2022-06-30	$62,594,698	319,377	-1.1%	Shares	Defined	2022-08-15
2022-03-31	$77,750,715	322,818	+3.4%	Shares	Defined	2022-05-16
2021-12-31	$99,158,894	312,164	+1.7%	Shares	Defined	2022-02-14
2021-09-30	$72,690,070	307,046	-4.9%	Shares	Defined	2021-11-15
2021-06-30	$71,742,706	322,889	+6.1%	Shares	Defined	2021-08-16
2020-12-31	$53,416,629	304,455	+4.1%	Shares	Defined	2021-02-16
2020-09-30	$52,711,464	292,338	+0.9%	Shares	Defined	2020-11-10
2020-06-30	$55,869,994	289,707	+0.6%	Shares	Defined	2020-08-14
2020-03-31	$41,727,501	287,895	—	Shares	Defined	2020-06-19
No filing history on record for this holder in this stock.