INTRINSIC EDGE CAPITAL MANAGEMENT LLC

Position in CVCO — Cavco Industries, Inc.

CIK 1671754 CHICAGO, IL

Position in CVCO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$9,215,700

+$2,717,560 QoQ

Shares Held

15,000

+36.4% QoQ

Ownership

0.195%

of shares outstanding

% of Portfolio

1.15%

of 13F equity value

Holder Rank

#69

of 357 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

INTRINSIC EDGE CAPITAL MANAGEMENT LLC holds $9,215,700 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	15,000	$9,215,700

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,215,700	15,000	+36.4%	Shares	Sole	2026-08-12
2025-12-31	$6,498,140	11,000	+10.0%	Shares	Sole	2026-02-12
2025-09-30	$5,806,719	9,999	-74.7%	Shares	Sole	2025-11-12
2025-03-31	$20,531,100	39,511	+67.0%	Shares	Sole	2025-05-12
2024-12-31	$10,556,016	23,656	-40.9%	Shares	Sole	2025-02-14
2024-09-30	$17,129,600	40,000	+14.3%	Shares	Sole	2024-11-08
2021-12-31	$11,117,750	35,000	0.0%	Shares	Sole	2022-02-14
2021-09-30	$8,285,900	35,000	0.0%	Shares	Sole	2021-11-15
2021-06-30	$7,776,650	35,000	0.0%	Shares	Sole	2021-08-16
2021-03-31	$7,896,350	35,000	+16.7%	Shares	Sole	2021-05-17
2020-12-31	$5,263,500	30,000	+50.0%	Shares	Sole	2021-02-16
2020-09-30	$3,606,200	20,000	+11.1%	Shares	Sole	2020-11-16
2020-06-30	$3,471,300	18,000	-27.9%	Shares	Sole	2020-08-14
2020-03-31	$3,620,311	24,978	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.