CONFLUENCE INVESTMENT MANAGEMENT LLC
Position in CVCO — Cavco Industries, Inc.
CIK 1442056
ST. LOUIS, MO
Position in CVCO
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$4,487,096
+$617,620 QoQ
Shares Held
7,310
-8.5% QoQ
Ownership
0.095%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#96
of 359 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, 2026CONFLUENCE INVESTMENT MANAGEMENT LLC holds $4,487,096 across 1 Residential Construction name. CVCO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVCO |
Cavco Industries, Inc.
This page
|
7,310 | $4,487,096 |
All Filings in CVCO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,487,096 | 7,310 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $3,869,476 | 7,990 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $6,156,100 | 10,421 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $7,135,428 | 12,287 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,283,420 | 7,558 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $4,343,585 | 8,359 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $4,285,146 | 9,603 | Shares | Sole | 2025-01-02 | |
| 2024-09-30 | $4,207,457 | 9,825 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,542,703 | 10,234 | Shares | Sole | 2024-07-01 | |
| 2024-03-31 | $4,679,377 | 11,726 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $4,666,197 | 13,462 | Shares | Sole | 2024-11-05 | |
| 2023-09-30 | $3,798,937 | 14,300 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||