Broad Bay Capital Management, LP
Holdings in CVCO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $66,933,204 | 113,304 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $59,991,731 | 103,304 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $73,790,107 | 169,855 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $92,592,350 | 178,189 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $67,240,613 | 150,686 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $77,158,570 | 180,176 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $74,539,401 | 215,326 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $109,741,500 | 275,000 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $106,758,960 | 308,000 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $95,866,333 | 360,861 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $105,576,370 | 357,886 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $114,386,400 | 360,000 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $85,522,500 | 378,000 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $60,081,920 | 292,000 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $52,525,320 | 268,000 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $64,547,800 | 268,000 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $81,636,050 | 257,000 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $68,417,860 | 289,000 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $69,545,470 | 313,000 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $67,006,170 | 297,000 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $57,898,500 | 330,000 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $48,140,245 | 266,986 | Shares | Sole | 2020-11-16 |
| 2020-06-30 | $44,934,050 | 233,000 | Shares | Sole | 2020-08-14 |
| 2020-03-31 | $31,162,100 | 215,000 | Shares | Sole | 2020-05-15 |