Watchman Group, Inc.

Position in CVCO — Cavco Industries, Inc.

CIK 1748726 PLANO, TX

Position in CVCO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$4,784,791

+$1,065,444 QoQ

Shares Held

7,788

+1.4% QoQ

Ownership

0.101%

of shares outstanding

% of Portfolio

3.53%

of 13F equity value

Holder Rank

#93

of 357 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 79% Shared 0% None 21%

Consumer Cyclical · as of Jun 30, 2026

Watchman Group, Inc. holds $11,067,338 across 3 Residential Construction names. CVCO ranks #1 (43.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVCO	Cavco Industries, Inc. This page	7,788	$4,784,791
2	DHI	Horton D R Inc /De/	27,110	$4,415,676
3	NVR	Nvr Inc	274	$1,866,871

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,784,791	7,788	+1.4%	Shares	Sole	2026-07-27
2026-03-31	$3,719,347	7,680	-0.5%	Shares	Sole	2026-04-20
2025-12-31	$4,561,103	7,721	-4.5%	Shares	Sole	2026-02-06
2025-09-30	$4,695,782	8,086	-0.7%	Shares	Sole	2025-11-13
2025-06-30	$3,536,694	8,141	-0.3%	Shares	Sole	2025-08-12
2025-03-31	$4,242,259	8,164	-10.5%	Shares	Sole	2025-05-13
2024-12-31	$4,071,848	9,125	-6.3%	Shares	Sole	2025-02-12
2024-09-30	$4,171,914	9,742	-0.4%	Shares	Sole	2024-11-12
2024-06-30	$3,387,273	9,785	+0.7%	Shares	Sole	2024-08-14
2024-03-31	$3,876,069	9,713	+0.7%	Shares	Sole	2024-05-09
2023-12-31	$3,344,883	9,650	-0.4%	Shares	Sole	2024-02-13
2023-09-30	$2,572,651	9,684	—	Shares	Sole	2023-11-09
No filing history on record for this holder in this stock.