FIRST SABREPOINT CAPITAL MANAGEMENT LP
Position in CVCO — Cavco Industries, Inc.
CIK 1731530
DALLAS, TX
Position in CVCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,366,030
-$4,634,911 QoQ
Shares Held
18,500
-44.0% QoQ
Ownership
0.241%
of shares outstanding
% of Portfolio
4.97%
of 13F equity value
Holder Rank
#63
of 357 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026FIRST SABREPOINT CAPITAL MANAGEMENT LP holds $11,366,030 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
|
18,500 | $11,366,030 |
All Filings in CVCO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,366,030 | 18,500 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $16,000,941 | 33,040 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,949,980 | 27,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $20,325,550 | 35,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,032,900 | 30,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,794,450 | 15,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,689,432 | 12,750 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,460,060 | 12,750 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $5,088,699 | 14,700 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,981,200 | 20,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,932,400 | 20,000 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||