GABELLI FUNDS LLC

Position in CVCO — Cavco Industries, Inc.

CIK 1081407 Rye, NY

Position in CVCO

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

Position Value

$29,969,456

+$5,125,379 QoQ

Shares Held

48,780

-4.9% QoQ

Ownership

0.634%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#33

of 357 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

GABELLI FUNDS LLC holds $173,306,725 across 10 Residential Construction names. CVCO ranks #2 (17.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LEN	Lennar Corp /New/	1,138,200	$100,969,722
2	CVCO	Cavco Industries, Inc. This page	48,780	$29,969,456
3	SKY	Champion Homes, Inc.	154,650	$13,627,758
4	NVR	Nvr Inc	1,100	$7,494,739
5	KBH	Kb Home	113,561	$7,107,782
6	LEGH	Legacy Housing Corp	185,640	$4,876,762
7	DHI	Horton D R Inc /De/	20,250	$3,298,320
8	TOL	Toll Brothers, Inc.	18,200	$2,998,450

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,969,456	48,780	-4.9%	Shares	Sole	2026-08-12
2026-03-31	$24,844,077	51,300	+8.2%	Shares	Sole	2026-05-14
2025-12-31	$28,006,983	47,410	-3.9%	Shares	Sole	2026-02-05
2025-09-30	$28,635,796	49,310	+0.3%	Shares	Sole	2025-11-12
2025-06-30	$21,365,267	49,180	-9.4%	Shares	Sole	2025-08-13
2025-03-31	$28,205,516	54,280	-16.7%	Shares	Sole	2025-05-14
2024-12-31	$29,076,346	65,160	-6.5%	Shares	Sole	2025-02-13
2024-09-30	$29,848,328	69,700	-7.0%	Shares	Sole	2024-11-13
2024-06-30	$25,935,056	74,920	-2.9%	Shares	Sole	2024-08-13
2024-03-31	$30,787,479	77,150	-13.2%	Shares	Sole	2024-05-14
2023-12-31	$30,800,653	88,860	-8.4%	Shares	Sole	2024-02-13
2023-09-30	$25,782,303	97,050	-2.5%	Shares	Sole	2023-11-08
2023-06-30	$29,352,500	99,500	-6.1%	Shares	Sole	2023-08-10
2023-03-31	$33,680,440	106,000	-4.3%	Shares	Sole	2023-05-12
2022-12-31	$25,073,025	110,820	+0.3%	Shares	Sole	2023-02-13
2022-09-30	$22,742,652	110,530	-1.3%	Shares	Sole	2022-11-14
2022-06-30	$21,950,880	112,000	+2.0%	Shares	Sole	2022-08-12
2022-03-31	$26,447,738	109,810	-0.8%	Shares	Sole	2022-05-18
2021-12-31	$35,160,678	110,690	-1.6%	Shares	Sole	2022-02-11
2021-09-30	$26,635,617	112,510	+0.1%	Shares	Sole	2021-11-12
2021-06-30	$24,976,377	112,410	+0.4%	Shares	Sole	2021-08-13
2021-03-31	$25,248,015	111,910	+0.0%	Shares	Sole	2021-05-14
2020-12-31	$19,625,837	111,860	+1.6%	Shares	Sole	2021-02-05
2020-09-30	$19,850,327	110,090	-0.1%	Shares	Sole	2020-11-06
2020-06-30	$21,250,141	110,190	-3.3%	Shares	Sole	2020-08-13
2020-03-31	$16,513,014	113,930	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.