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BRASADA CAPITAL MANAGEMENT, LP

Position in CVCO — Cavco Industries, Inc.

CIK 1643833 HOUSTON, TX

Position in CVCO

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$5,458,766
+$724,832 QoQ
Shares Held
8,885
-9.1% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#89
of 357 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 71% Shared 0% None 29%

Common Shares in CVCO Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

BRASADA CAPITAL MANAGEMENT, LP holds $5,458,766 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
8,885 $5,458,766

All Filings in CVCO

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,458,766 8,885
2026-03-31 $4,733,934 9,775