NEUMEIER POMA INVESTMENT COUNSEL LLC

Position in CVCO — Cavco Industries, Inc.

CIK 1044936 CARMEL, CA

Position in CVCO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$42,826,586

+$16,627,950 QoQ

Shares Held

69,707

+28.9% QoQ

Ownership

0.907%

of shares outstanding

% of Portfolio

2.94%

of 13F equity value

Holder Rank

#24

of 357 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 62% Shared 16% None 22%

Consumer Cyclical · as of Jun 30, 2026

NEUMEIER POMA INVESTMENT COUNSEL LLC holds $94,273,333 across 2 Residential Construction names. CVCO ranks #2 (45.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SKY	Champion Homes, Inc.	583,826	$51,446,747
2	CVCO	Cavco Industries, Inc. This page	69,707	$42,826,586

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$42,826,586	69,707	+28.9%	Shares	Sole	2026-08-13
2026-03-31	$26,198,636	54,097	-2.2%	Shares	Sole	2026-05-13
2025-12-31	$32,675,010	55,312	+42.6%	Shares	Sole	2026-02-11
2025-09-30	$22,518,967	38,777	+34.6%	Shares	Sole	2025-11-12
2025-06-30	$12,518,534	28,816	-35.7%	Shares	Sole	2025-08-12
2025-03-31	$23,285,139	44,811	+47.9%	Shares	Sole	2025-05-12
2024-12-31	$13,518,984	30,296	+2.3%	Shares	Sole	2025-02-12
2024-09-30	$12,683,184	29,617	+68.4%	Shares	Sole	2024-11-13
2024-06-30	$6,087,399	17,585	-2.6%	Shares	Sole	2024-08-13
2024-03-31	$7,203,033	18,050	-16.0%	Shares	Sole	2024-05-13
2023-12-31	$7,450,596	21,495	-62.0%	Shares	Sole	2024-02-13
2023-09-30	$15,031,042	56,580	-21.8%	Shares	Sole	2023-11-09
2023-06-30	$21,335,875	72,325	-4.5%	Shares	Sole	2023-08-10
2023-03-31	$24,060,861	75,725	+1.2%	Shares	Sole	2023-05-10
2022-12-31	$16,937,075	74,860	+8.9%	Shares	Sole	2023-02-10
2022-09-30	$14,143,942	68,740	+10.8%	Shares	Sole	2022-11-09
2022-06-30	$12,161,179	62,050	+1.7%	Shares	Sole	2022-08-10
2022-03-31	$14,694,258	61,010	—	Shares	Sole	2022-05-11
No filing history on record for this holder in this stock.