Curi Capital, LLC

Position in CVCO — Cavco Industries, Inc.

CIK 1332905 CHICAGO, IL

Position in CVCO

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

Position Value

$218,104

+$8,392 QoQ

Shares Held

355

0.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#261

of 357 holders

Holding Since

Mar 2020

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Curi Capital, LLC holds $11,128,351 across 5 Residential Construction names. CVCO ranks #5 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBP	Installed Building Products, Inc.	40,733	$9,362,072
2	LEN	Lennar Corp /New/	7,109	$643,293
3	SKY	Champion Homes, Inc.	5,243	$462,012
4	NVR	Nvr Inc	65	$442,870
5	CVCO	Cavco Industries, Inc. This page	355	$218,104

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$218,104	355	0.0%	Shares	Other	2026-08-14
2025-12-31	$209,712	355	+0.6%	Shares	Other	2026-02-17
2025-09-30	$204,997	353	-91.3%	Shares	Other	2025-11-13
2020-03-31	$590,630	4,075	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.