Philadelphia Financial Management of San Francisco, LLC

Position in CVCO — Cavco Industries, Inc.

CIK 1351407 SAN FRANCISCO, CA

Back to CVCO Full portfolio

Position in CVCO

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

Position Value

$5,412,687

-$2,263,309 QoQ

Shares Held

8,810

-44.4% QoQ

Ownership

0.115%

of shares outstanding

% of Portfolio

1.51%

of 13F equity value

Holder Rank

#90

of 357 holders

Holding Since

Mar 2026

2 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

Philadelphia Financial Management of San Francisco, LLC holds $34,771,083 across 4 Residential Construction names. CVCO ranks #4 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LEGH	Legacy Housing Corp	454,425	$11,937,744
2	LGIH	LGI Homes, Inc.	175,175	$11,155,144
3	SKY	Champion Homes, Inc.	71,102	$6,265,508
4	CVCO	Cavco Industries, Inc. This page	8,810	$5,412,687

All Filings in CVCO

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2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,412,687	8,810	-44.4%	Shares	Sole	2026-08-14
2026-03-31	$7,675,996	15,850	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.