ROBOTTI ROBERT

Position in CVCO — Cavco Industries, Inc.

CIK 1105838 NEW YORK, NY

Position in CVCO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$19,903,454

+$4,218,270 QoQ

Shares Held

32,396

+0.0% QoQ

Ownership

0.421%

of shares outstanding

% of Portfolio

3.21%

of 13F equity value

Holder Rank

#45

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

ROBOTTI ROBERT holds $28,747,877 across 3 Residential Construction names. CVCO ranks #1 (69.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVCO	Cavco Industries, Inc. This page	32,396	$19,903,454
2	SKY	Champion Homes, Inc.	90,596	$7,983,319
3	LEGH	Legacy Housing Corp	32,779	$861,104

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,903,454	32,396	+0.0%	Shares	Other	2026-08-10
2026-03-31	$15,685,184	32,388	+2.2%	Shares	Other	2026-05-13
2025-12-31	$18,727,048	31,701	-1.0%	Shares	Other	2026-02-19
2025-09-30	$18,589,747	32,011	-11.5%	Shares	Other	2025-11-12
2025-06-30	$15,709,857	36,162	-10.4%	Shares	Other	2025-08-13
2025-03-31	$20,963,432	40,343	-2.6%	Shares	Other	2025-05-13
2024-12-31	$18,477,491	41,408	-3.3%	Shares	Other	2025-02-12
2024-09-30	$18,338,949	42,824	-0.3%	Shares	Other	2024-11-14
2024-06-30	$14,862,808	42,935	+0.1%	Shares	Other	2024-08-14
2024-03-31	$17,112,889	42,883	+0.3%	Shares	Other	2024-05-15
2023-12-31	$14,819,390	42,754	-17.1%	Shares	Other	2024-02-14
2023-09-30	$13,703,804	51,584	+0.3%	Shares	Other	2023-11-14
2023-06-30	$15,176,275	51,445	-0.4%	Shares	Other	2023-08-14
2023-03-31	$16,405,868	51,633	-0.1%	Shares	Other	2023-05-12
2022-12-31	$11,690,789	51,672	-0.2%	Shares	Other	2023-03-03
2022-09-30	$10,656,104	51,789	+27.6%	Shares	Other	2022-11-14
2022-06-30	$7,953,273	40,580	+0.3%	Shares	Other	2022-08-12
2022-03-31	$9,744,790	40,460	+0.1%	Shares	Other	2022-05-16
2021-12-31	$12,841,318	40,426	-0.7%	Shares	Other	2022-02-14
2021-09-30	$9,636,500	40,705	0.0%	Shares	Other	2021-11-15
2021-06-30	$9,044,243	40,705	-0.2%	Shares	Other	2021-08-16
2021-03-31	$9,199,472	40,776	-0.6%	Shares	Other	2021-05-17
2020-12-31	$7,199,765	41,036	-0.2%	Shares	Other	2021-02-16
2020-09-30	$7,414,526	41,121	-2.4%	Shares	Other	2020-11-16
2020-06-30	$8,123,612	42,124	-2.0%	Shares	Other	2020-08-14
2020-03-31	$6,231,694	42,995	—	Shares	Other	2020-05-15
No filing history on record for this holder in this stock.