Summit Trail Advisors, LLC

Position in CVCO — Cavco Industries, Inc.

CIK 1698478 NEW YORK, NY

Position in CVCO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$556,013

+$121,605 QoQ

Shares Held

905

+0.9% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#198

of 357 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Summit Trail Advisors, LLC holds $14,687,938 across 6 Residential Construction names. CVCO ranks #6 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	25,764	$4,196,440
2	LEN	Lennar Corp /New/	42,565	$3,821,405
3	PHM	Pultegroup Inc/Mi/	22,787	$3,126,604
4	TOL	Toll Brothers, Inc.	14,370	$2,367,457
5	NVR	Nvr Inc	91	$620,019
6	CVCO	Cavco Industries, Inc. This page	905	$556,013

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$556,013	905	+0.9%	Shares	Sole	2026-08-11
2026-03-31	$434,408	897	+34.7%	Shares	Sole	2026-05-12
2025-12-31	$393,432	666	+5.7%	Shares	Sole	2026-02-17
2025-09-30	$365,859	630	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.