Balyasny Asset Management L.P.

Position in CVCO — Cavco Industries, Inc.

CIK 1218710 Chicago, IL

Position in CVCO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$2,150,247

-$1,959,579 QoQ

Shares Held

4,440

-37.3% QoQ

Ownership

0.058%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Balyasny Asset Management L.P. holds $279,119,710 across 13 Residential Construction names. CVCO ranks #8 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOL	Toll Brothers, Inc.	809,565	$110,481,335
2	PHM	Pultegroup Inc/Mi/	613,670	$72,173,728
3	TPH	Tri Pointe Homes, Inc.	1,123,680	$52,509,566
4	MTH	Meritage Homes CORP	263,598	$16,300,900
5	TMHC	Taylor Morrison Home Corp	223,148	$12,996,139
6	IBP	Installed Building Products, Inc.	16,967	$4,498,800
7	BZH	Beazer Homes USA Inc	165,096	$3,176,447
8	CVCO	Cavco Industries, Inc. This page	4,440	$2,150,247

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,150,247	4,440	-37.3%	Shares	Sole	2026-05-15
2025-09-30	$4,109,826	7,077	-63.8%	Shares	Sole	2025-11-14
2025-06-30	$8,490,499	19,544	+2207.4%	Shares	Sole	2025-08-14
2025-03-31	$440,126	847	+3.0%	Shares	Sole	2025-05-15
2024-12-31	$366,801	822	-94.6%	Shares	Sole	2025-02-14
2024-09-30	$6,466,852	15,101	+230.9%	Shares	Sole	2024-11-14
2024-06-30	$1,579,919	4,564	+9.7%	Shares	Sole	2024-08-14
2024-03-31	$1,659,690	4,159	-47.7%	Shares	Sole	2024-05-13
2023-12-31	$2,755,282	7,949	-40.2%	Shares	Sole	2024-02-14
2023-09-30	$3,529,824	13,287	+327.1%	Shares	Sole	2023-11-14
2023-06-30	$917,745	3,111	+134.3%	Shares	Sole	2023-08-14
2023-03-31	$421,958	1,328	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.