13FPulse
中
CV

CVGI COMMERCIAL VEHICLE GROUP INC

2026Q2 · CUSIP 202608105 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
110
Institutions that reported holding it to the SEC
Net increase in holders
+37
Last quarter 73 → now 110
How unusual is that
Top 10%
Stronger buying than 92% of US stocks
What the filings say, in one paragraph

110 funds held CVGI at the end of 2026Q2, up 37 from the quarter before. That is stronger buying than 92.0% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $674M(YoY -0.4%), return on equity is -16.9%. CVGI has had 4 buying rushes in its history, and the price moved -32.1% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=84 2013Q4: holders=73 2014Q1: holders=77 2014Q2: holders=95 2014Q3: holders=101 2014Q4: holders=87 2015Q1: holders=85 2015Q2: holders=92 2015Q3: holders=88 2015Q4: holders=89 2016Q1: holders=82 2016Q2: holders=91 2016Q3: holders=86 2016Q4: holders=87 2017Q1: holders=88 2017Q2: holders=95 2017Q3: holders=101 2017Q4: holders=105 2018Q1: holders=108 2018Q2: holders=108 2018Q3: holders=107 2018Q4: holders=103 2019Q1: holders=114 2019Q2: holders=112 2019Q3: holders=108 2019Q4: holders=92 2020Q1: holders=81 2020Q2: holders=72 2020Q3: holders=69 2020Q4: holders=88 2021Q1: holders=86 2021Q2: holders=90 2021Q3: holders=86 2021Q4: holders=79 2022Q1: holders=78 2022Q2: holders=80 2022Q3: holders=62 2022Q4: holders=67 2023Q1: holders=79 2023Q2: holders=105 2023Q3: holders=114 2023Q4: holders=107 2024Q1: holders=103 2024Q2: holders=99 2024Q3: holders=91 2024Q4: holders=102 2025Q1: holders=97 2025Q2: holders=75 2025Q3: holders=69 2025Q4: holders=65 2026Q1: holders=73 2026Q2: holders=110 -37 -18.5 +0 +18.5 +37 5588120 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 4 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 10% — —
2023Q2 Top 10% -35.3% -26.4%
2023Q1 Top 20% -6.7% -36.7%
2014Q2 Top 10% -27.6% -33.3%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
61
Change in large funds
+25
Total value they hold
$101M
Funds buying for the first time
50
Funds that sold out entirely
13
Price change that quarter
—
Funds holding puts (bearish)
0
Funds holding calls (bullish)
3

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
—
EPS (TTM)
$-0.62
EPS YoY
—
Revenue (TTM)
$0.7B
Revenue YoY
-0.4%
Net margin
-3.4%
ROE
-16.9%
Debt ratio
70.0%
FCF (TTM)
-$390000
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 0.23 2021-12-31: EPS 0.07 2022-03-31: EPS 0.12 2022-06-30: EPS 0.08 2022-09-30: EPS 0.11 2022-12-31: EPS -0.99 2023-03-31: EPS 0.26 2023-06-30: EPS 0.30 2023-09-30: EPS 0.22 2023-12-31: EPS 0.69 2024-03-31: EPS 0.09 2024-06-30: EPS -0.05 2024-09-30: EPS -0.03 2024-12-31: EPS -1.08 2025-03-31: EPS -0.09 2025-06-30: EPS -0.12 2025-09-30: EPS -0.20 2025-12-31: EPS -0.20 2026-03-31: EPS 0.03 2026-06-30: EPS -0.25 0M 131M 263M $M -1.19 -0.21 0.76 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
3 11 18 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-31M2M34M 20162017201820192020202120222023202420252026
Latest quarter $-4M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.