Aristides Capital LLC

Position in CVCO — Cavco Industries, Inc.

CIK 1595521 LOUISVILLE, KY

Position in CVCO

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

Position Value

$946,759

+$410,166 QoQ

Shares Held

1,541

+39.1% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#176

of 359 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Aristides Capital LLC holds $3,999,895 across 5 Residential Construction names. CVCO ranks #2 (23.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVR	Nvr Inc	355	$2,418,756
2	CVCO	Cavco Industries, Inc. This page	1,541	$946,759
3	HOV	Hovnanian Enterprises Inc	1,537	$218,884
4	MTH	Meritage Homes CORP	2,564	$214,991
5	MHO	M/I Homes, Inc.	1,247	$200,505

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$946,759	1,541	+39.1%	Shares	Sole	2026-08-13
2026-03-31	$536,593	1,108	+22.8%	Shares	Sole	2026-05-14
2025-12-31	$532,847	902	+4.6%	Shares	Sole	2026-02-26
2025-09-30	$500,589	862	-23.0%	Shares	Sole	2025-11-13
2025-06-30	$486,561	1,120	-32.2%	Shares	Sole	2025-08-13
2025-03-31	$857,909	1,651	+47.4%	Shares	Sole	2025-05-14
2024-12-31	$499,777	1,120	-29.3%	Shares	Sole	2025-02-13
2024-09-30	$678,760	1,585	-6.7%	Shares	Sole	2024-11-14
2024-06-30	$588,142	1,699	+150.2%	Shares	Sole	2024-08-14
2024-03-31	$270,961	679	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.