SEGALL BRYANT & HAMILL, LLC

Position in CVCO — Cavco Industries, Inc.

CIK 1006378 CHICAGO, IL

Position in CVCO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$22,870,909

+$5,158,971 QoQ

Shares Held

37,226

+1.8% QoQ

Ownership

0.484%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#41

of 357 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 85% Shared 0% None 15%

Consumer Cyclical · as of Jun 30, 2026

SEGALL BRYANT & HAMILL, LLC holds $48,060,651 across 3 Residential Construction names. CVCO ranks #1 (47.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVCO	Cavco Industries, Inc. This page	37,226	$22,870,909
2	IBP	Installed Building Products, Inc.	94,931	$21,818,941
3	MHO	M/I Homes, Inc.	20,964	$3,370,801

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,870,909	37,226	+1.8%	Shares	Sole	2026-08-12
2026-03-31	$17,711,938	36,573	+29.2%	Shares	Sole	2026-05-22
2025-12-31	$16,723,258	28,309	+55.4%	Shares	Sole	2026-02-13
2025-09-30	$10,578,577	18,216	—	Shares	Sole	2025-11-12
No filing history on record for this holder in this stock.