SG Capital Management LLC

Position in CVCO — Cavco Industries, Inc.

CIK 1510099 CHICAGO, IL

Position in CVCO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$8,541,725

+$1,314,182 QoQ

Shares Held

13,903

-6.8% QoQ

Ownership

0.181%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

#75

of 357 holders

Holding Since

Jun 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

SG Capital Management LLC holds $8,541,725 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	13,903	$8,541,725

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,541,725	13,903	-6.8%	Shares	Sole	2026-08-07
2026-03-31	$7,227,543	14,924	-52.9%	Shares	Sole	2026-05-08
2025-03-31	$16,455,123	31,667	-32.2%	Shares	Sole	2025-05-15
2024-12-31	$20,845,634	46,715	-43.4%	Shares	Sole	2025-02-14
2024-09-30	$35,321,663	82,481	+133.1%	Shares	Sole	2025-02-21
2024-06-30	$12,249,225	35,385	+117.8%	Shares	Sole	2025-02-21
2023-06-30	$4,793,455	16,249	-63.9%	Shares	Sole	2024-06-07
2023-03-31	$14,293,533	44,985	+495.4%	Shares	Sole	2024-06-07
2022-12-31	$1,709,545	7,556	0.0%	Shares	Sole	2024-06-07
2022-09-30	$1,554,722	7,556	-63.4%	Shares	Sole	2022-11-14
2022-06-30	$4,042,293	20,625	-70.9%	Shares	Sole	2022-08-15
2022-03-31	$17,055,311	70,813	-9.4%	Shares	Sole	2022-04-18
2021-12-31	$24,837,053	78,190	-24.0%	Shares	Sole	2022-02-14
2021-09-30	$24,347,525	102,845	+34.8%	Shares	Sole	2021-10-18
2021-06-30	$16,955,318	76,310	+50.2%	Shares	Sole	2021-08-10
2021-03-31	$11,459,859	50,795	-47.6%	Shares	Sole	2021-05-17
2020-12-31	$17,021,457	97,016	+72.0%	Shares	Sole	2021-02-16
2020-09-30	$10,173,090	56,420	-0.0%	Shares	Sole	2020-11-16
2020-06-30	$10,882,911	56,432	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.