PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

Position in CVCO — Cavco Industries, Inc.

CIK 1238990 EDINA, MN

Back to CVCO Full portfolio

Position in CVCO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$33,133,513

+$8,439,082 QoQ

Shares Held

53,930

+5.8% QoQ

Ownership

0.701%

of shares outstanding

% of Portfolio

1.66%

of 13F equity value

Holder Rank

#31

of 357 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in CVCO Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. holds $74,814,447 across 3 Residential Construction names. CVCO ranks #1 (44.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVCO	Cavco Industries, Inc. This page	53,930	$33,133,513
2	GRBK	Green Brick Partners, Inc.	380,387	$30,446,175
3	LEGH	Legacy Housing Corp	427,665	$11,234,759

All Filings in CVCO

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12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,133,513	53,930	+5.8%	Shares	Sole	2026-08-14
2026-03-31	$24,694,431	50,991	+21.3%	Shares	Sole	2026-05-15
2025-12-31	$24,841,207	42,051	-1.5%	Shares	Sole	2026-02-17
2025-09-30	$24,789,040	42,686	+0.0%	Shares	Sole	2025-11-14
2025-06-30	$18,539,300	42,675	+0.4%	Shares	Sole	2025-08-14
2025-03-31	$22,095,706	42,522	+1.5%	Shares	Sole	2025-05-15
2024-12-31	$18,692,128	41,889	-0.3%	Shares	Sole	2025-02-14
2024-09-30	$17,991,218	42,012	+2.6%	Shares	Sole	2024-11-14
2024-06-30	$14,181,200	40,966	+51.8%	Shares	Sole	2024-08-14
2024-03-31	$10,767,037	26,981	+12.7%	Shares	Sole	2024-05-15
2023-12-31	$8,295,309	23,932	+1.2%	Shares	Sole	2024-02-15
2023-09-30	$6,281,265	23,644	—	Shares	Sole	2023-10-26
No filing history on record for this holder in this stock.