Cannell & Spears LLC

Position in CVCO — Cavco Industries, Inc.

CIK 1426319 NEW YORK, NY

Position in CVCO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$579,360

+$112,085 QoQ

Shares Held

943

+19.2% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#196

of 357 holders

Holding Since

Jun 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Cannell & Spears LLC holds $35,055,046 across 5 Residential Construction names. CVCO ranks #4 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LEN	Lennar Corp /New/	209,701	$18,975,843
2	DHI	Horton D R Inc /De/	47,991	$7,816,774
3	TOL	Toll Brothers, Inc.	45,135	$7,435,991
4	CVCO	Cavco Industries, Inc. This page	943	$579,360
5	IBP	Installed Building Products, Inc.	1,075	$247,078

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$579,360	943	+19.2%	Shares	Sole	2026-08-11
2025-12-31	$467,275	791	0.0%	Shares	Sole	2026-02-17
2025-09-30	$459,357	791	-83.6%	Shares	Sole	2025-11-14
2025-06-30	$2,095,690	4,824	+509.9%	Shares	Sole	2025-08-14
2025-03-31	$411,027	791	0.0%	Shares	Sole	2025-05-14
2024-12-31	$352,967	791	0.0%	Shares	Sole	2025-02-12
2024-09-30	$338,737	791	-20.6%	Shares	Sole	2024-11-12
2022-12-31	$225,345	996	0.0%	Shares	Sole	2023-02-13
2022-09-30	$204,936	996	-4.2%	Shares	Sole	2022-11-14
2022-06-30	$203,829	1,040	0.0%	Shares	Sole	2022-08-08
2022-03-31	$250,484	1,040	0.0%	Shares	Sole	2022-05-13
2021-12-31	$330,356	1,040	0.0%	Shares	Sole	2022-02-14
2021-09-30	$246,209	1,040	0.0%	Shares	Sole	2021-11-15
2021-06-30	$231,077	1,040	0.0%	Shares	Sole	2021-08-09
2021-03-31	$234,634	1,040	0.0%	Shares	Sole	2021-05-14
2020-06-30	$200,564	1,040	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.