O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Position in CVCO — Cavco Industries, Inc.

CIK 1423442 Stamford, CT

Position in CVCO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$320,091

-$18,427 QoQ

Shares Held

521

-25.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#231

of 357 holders

Holding Since

Jun 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $198,110,073 across 11 Residential Construction names. CVCO ranks #10 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	572,626	$93,269,321
2	PHM	Pultegroup Inc/Mi/	364,813	$50,055,991
3	NVR	Nvr Inc	4,256	$28,997,829
4	TOL	Toll Brothers, Inc.	107,253	$17,669,931
5	LEN	Lennar Corp /New/	37,008	$3,347,100
6	GRBK	Green Brick Partners, Inc.	30,468	$2,438,658
7	IBP	Installed Building Products, Inc.	5,431	$1,248,261
8	KBH	Kb Home	6,258	$391,688

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$320,091	521	-25.5%	Shares	Sole	2026-08-13
2026-03-31	$338,518	699	-45.1%	Shares	Sole	2026-05-13
2025-12-31	$752,602	1,274	+13.9%	Shares	Sole	2026-02-11
2025-09-30	$649,836	1,119	+20.5%	Shares	Sole	2025-11-13
2025-06-30	$403,585	929	0.0%	Shares	Sole	2025-08-12
2025-03-31	$482,736	929	+21.8%	Shares	Sole	2025-05-13
2024-12-31	$340,473	763	+8.5%	Shares	Sole	2025-02-12
2024-09-30	$301,052	703	+34.4%	Shares	Sole	2024-11-12
2024-03-31	$208,708	523	+2805.6%	Shares	Sole	2024-05-13
2021-09-30	$4,261	18	0.0%	Shares	Sole	2021-11-10
2021-06-30	$3,999	18	0.0%	Shares	Sole	2021-08-09
2021-03-31	$4,060	18	0.0%	Shares	Sole	2021-05-14
2020-12-31	$3,158	18	0.0%	Shares	Sole	2021-02-11
2020-09-30	$3,245	18	0.0%	Shares	Sole	2020-11-12
2020-06-30	$3,471	18	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.