Cavco Industries (CVCO) Maintains Dominance in a Concentrated Industry
Brasada Capital Management, an investment management company, released its Q2 2026 investor letter. A copy of the letter is available to download here.
Cavco Industries Inc. (CVCO)
Market is closed
Sector: Mobile Homes
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | SG Capital Management Ken Grossman And Glen Schneider | 13,903 | $8,541,725 | -7% | 0.71% |
| 2. | Walleye Capital Will England | 1,518 | $932,629 | 0% | |
| 3. | Bailard Inc Thomas Bailard | 470 | $288,759 | 0.01% | |
| 4. | Persistent Asset Partners Xin Huang | 85 | $52,222 | 0.02% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $500.00 | 87 | $43,500.00 | 16,076 | 2026-02-04 | Filing | |
| $481.00 | 13 | $6,253.00 | 15,989 | 2026-02-03 | Filing | |
| $462.43 | 400 | $184,972.00 | 15,976 | 2026-02-03 | Filing | |
| $495.00 | 1,000 | $495,000.00 | 48,022 | 2026-02-04 | Filing | |
| $456.23 | 300 | $136,869.00 | 2,976 | 2026-02-02 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $569.96 | 30 | $17,098.80 | 297 | 2026-07-30 | Filing | |
| $625.00 | 1,473 | $920,625.00 | 9,147 | 2026-06-25 | Filing | |
| $600.00 | 1,208 | $724,800.00 | 10,647 | 2026-06-12 | Filing | |
| $588.76 | 500 | $294,380.00 | 6,169 | 2026-06-09 | Filing | |
| $537.75 | 200 | $107,550.00 | 1,105 | 2026-05-28 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,248,595 | $767,111,796 | 0.01% | |
| 2. | 419,204 | $257,550,103 | 0.01% | |
| 3. | 325,596 | $199,574,632 | 0.18% | |
| 4. | 155,713 | $95,666,953 | 0.73% | |
| 5. | 105,872 | $65,045,640 | 0.04% |
News See All
Cavco Industries, Inc. (NASDAQ:CVCO) Q4 2026 Earnings Call Transcript
Operator: Thank you for standing by, and welcome to the CAVCO Industries Fourth Quarter 26 Earnings Call and Webcast. At this time, all participants are in a listen-only mode.
Is Cavco Industries, Inc. (CVCO) A Good Stock To Buy Now?
Is CVCO a good stock to buy? We came across a bullish thesis on Cavco Industries, Inc. on Latticework’s Substack by MOI Global Equity Research.
Cavco Industries, Inc. (NASDAQ:CVCO) Q3 2026 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to the Third Quarter Fiscal Year 2026 Cavco Industries, Inc. Earnings Call Webcast.
Cavco Industries, Inc. (NASDAQ:CVCO) Q2 2026 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to the Second Quarter Fiscal Year 2026 Cavco Industries, Inc. Earnings Call Webcast.
Cavco Industries, Inc. (NASDAQ:CVCO) Q1 2026 Earnings Call Transcript
Operator: Good day, and welcome to the First Quarter Fiscal Year 2026 Cavco Industries, Inc. Earnings Call Webcast. [Operator Instructions] As a reminder, this call may be recorded.
Cavco Industries, Inc. (NASDAQ:CVCO) Q4 2025 Earnings Call Transcript
Operator: Good day and thank you for standing by. Welcome to the Cavco Industries Fourth Quarter 2025 Earnings Call. At this time, all participants are in a listen-only mode.
10 Best Residential Construction Stocks to Buy
On February 18, Reuters reported that the US homebuilder sentiment dropped to a five-month low in February.
Cavco Industries, Inc. (NASDAQ:CVCO) Q3 2025 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to the Third Quarter Fiscal Year 2025 Cavco Industries, Inc Earnings Call Webcast. At this time, all participants are in listen-only mode.
Cavco Industries, Inc. (NASDAQ:CVCO) Q2 2025 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to the Second Quarter Fiscal Year 2025 Cavco Industries, Inc. Earnings Call Webcast. At this time all participants are in a listen-only mode.
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