Position in CVCO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,525,135
+$3,808,636 QoQ
Shares Held
13,876
+42.5% QoQ
Ownership
0.180%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#76
of 357 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026DEUTSCHE BANK AG\ holds $643,102,874 across 18 Residential Construction names. CVCO ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
1,234,507 | $201,076,496 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
1,353,108 | $185,659,941 | |
| 3 | NVR |
Nvr Inc
|
17,684 | $120,488,160 | |
| 4 | LEN |
Lennar Corp /New/
|
671,216 | $60,723,263 | |
| 5 | IBP |
Installed Building Products, Inc.
|
84,148 | $19,340,574 | |
| 6 | MTH |
Meritage Homes CORP
|
173,043 | $14,509,654 | |
| 7 | CVCO |
Cavco Industries, Inc.
This page
|
13,876 | $8,525,135 | |
| 8 | MHO |
M/I Homes, Inc.
|
51,223 | $8,236,145 |
All Filings in CVCO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,525,135 | 13,876 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $4,716,499 | 9,739 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $5,369,825 | 9,090 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $4,768,953 | 8,212 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $5,359,561 | 12,337 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $7,299,761 | 14,048 | Shares | Defined | 2025-05-09 | |
| 2024-09-30 | $8,194,799 | 19,136 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $5,908,774 | 17,069 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,581,207 | 11,480 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,258,921 | 6,517 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,786,560 | 6,725 | Shares | Defined | 2023-11-24 | |
| 2023-06-30 | $1,557,010 | 5,278 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,631,448 | 11,429 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,212,247 | 5,358 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $923,862 | 4,490 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,072,456 | 5,472 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,454,250 | 6,038 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,092,994 | 6,589 | Shares | Defined | 2022-02-16 | |
| 2021-09-30 | $1,632,794 | 6,897 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $1,458,454 | 6,564 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $1,610,853 | 7,140 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,345,524 | 7,669 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,069,056 | 5,929 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,004,939 | 5,211 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $564,975 | 3,898 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||