ExodusPoint Capital Management, LP

Position in CVCO — Cavco Industries, Inc.

CIK 1736225 NEW YORK, NY

Position in CVCO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$740,942

-$5,137,508 QoQ

Shares Held

1,206

-91.2% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#187

of 357 holders

Holding Since

Sep 2021

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

ExodusPoint Capital Management, LP holds $24,211,717 across 7 Residential Construction names. CVCO ranks #6 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KBH	Kb Home	118,756	$7,432,938
2	NVR	Nvr Inc	1,053	$7,174,510
3	MTH	Meritage Homes CORP	58,430	$4,899,355
4	MHO	M/I Homes, Inc.	13,178	$2,118,890
5	GRBK	Green Brick Partners, Inc.	23,052	$1,845,082
6	CVCO	Cavco Industries, Inc. This page	1,206	$740,942
7			75,380	$0

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$740,942	1,206	-91.2%	Shares	Sole	2026-08-14
2024-09-30	$5,878,450	13,727	+116.7%	Shares	Sole	2024-11-12
2024-06-30	$2,192,640	6,334	+397.6%	Shares	Sole	2024-08-13
2023-09-30	$338,185	1,273	+66.4%	Shares	Sole	2023-11-13
2023-03-31	$243,071	765	-85.0%	Shares	Sole	2023-05-11
2022-12-31	$1,154,101	5,101	-1.3%	Shares	Other	2023-02-13
2022-09-30	$1,062,956	5,166	-44.4%	Shares	Other	2022-11-10
2022-06-30	$1,821,335	9,293	+329.4%	Shares	Other	2022-08-22
2022-03-31	$521,199	2,164	+187.8%	Shares	Other	2022-05-13
2021-12-31	$238,872	752	-11.5%	Shares	Sole	2022-02-11
2021-09-30	$201,229	850	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.