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. | Bailard Inc Thomas Bailard | 470 | $263,322 | 0.01% |
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 |
|---|---|---|---|---|---|---|
| $592.00 | 342 | $202,464.00 | 736 | 2026-08-18 | Filing | |
| $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 |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 21,900 | $12,269,694 | 0.44% | |
| 2. | 16,200 | $9,076,212 | 0.16% | |
| 3. | 13,127 | $7,354,533 | 1.94% | |
| 4. | 7,771 | $4,353,781 | 1% | |
| 5. | 6,451 | $3,614,238 | 0.06% |
News See All
Cavco Industries, Inc. (NASDAQ:CVCO) Q4 2026 Earnings Call Transcript
Cavco Industries, Inc. (NASDAQ:CVCO) Q4 2026 Earnings Call Transcript May 22, 2026 Operator: Thank you for standing by, and welcome to the CAVCO Industries Fourth Quarter 26 Earnings Call and Webcast.
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
Cavco Industries, Inc. (NASDAQ:CVCO) Q3 2026 Earnings Call Transcript January 30, 2026 Operator: Good day, and thank you for standing by.
Cavco Industries, Inc. (NASDAQ:CVCO) Q2 2026 Earnings Call Transcript
Cavco Industries, Inc. (NASDAQ:CVCO) Q2 2026 Earnings Call Transcript October 31, 2025 Operator: Good day, and thank you for standing by.
Cavco Industries, Inc. (NASDAQ:CVCO) Q1 2026 Earnings Call Transcript
Cavco Industries, Inc. (NASDAQ:CVCO) Q1 2026 Earnings Call Transcript August 1, 2025 Operator: Good day, and welcome to the First Quarter Fiscal Year 2026 Cavco Industries, Inc. Earnings Call Webcast.
Cavco Industries, Inc. (NASDAQ:CVCO) Q4 2025 Earnings Call Transcript
Cavco Industries, Inc. (NASDAQ:CVCO) Q4 2025 Earnings Call Transcript May 23, 2025 Operator: Good day and thank you for standing by. Welcome to the Cavco Industries Fourth Quarter 2025 Earnings Call.
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Cavco Industries, Inc. (NASDAQ:CVCO) Q3 2025 Earnings Call Transcript
Cavco Industries, Inc. (NASDAQ:CVCO) Q3 2025 Earnings Call Transcript January 31, 2025 Operator: Good day, and thank you for standing by.
Cavco Industries, Inc. (NASDAQ:CVCO) Q2 2025 Earnings Call Transcript
Cavco Industries, Inc. (NASDAQ:CVCO) Q2 2025 Earnings Call Transcript November 1, 2024 Operator: Good day, and thank you for standing by.