DARK FOREST CAPITAL MANAGEMENT LP
Position in CVCO — Cavco Industries, Inc.
CIK 1853322
NEW YORK, NY
Position in CVCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,500,737
+$2,491,477 QoQ
Shares Held
5,698
+173.4% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#107
of 357 holders
Holding Since
Jun 2021
10 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, 2026DARK FOREST CAPITAL MANAGEMENT LP holds $15,338,377 across 7 Residential Construction names. CVCO ranks #2 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVR |
Nvr Inc
|
938 | $6,390,969 | |
| 2 | CVCO |
Cavco Industries, Inc.
This page
|
5,698 | $3,500,737 | |
| 3 | DHI |
Horton D R Inc /De/
|
14,700 | $2,394,336 | |
| 4 | MTH |
Meritage Homes CORP
|
27,162 | $2,277,533 | |
| 5 | IBP |
Installed Building Products, Inc.
|
2,327 | $534,837 | |
| 6 | DFH |
Dream Finders Homes, Inc.
|
13,903 | $239,965 | |
| 7 | 3,594 | $0 |
All Filings in CVCO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,500,737 | 5,698 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,009,260 | 2,084 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $3,816,467 | 8,785 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,306,637 | 4,439 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $973,227 | 2,181 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $767,392 | 1,923 | Shares | Sole | 2024-05-15 | |
| 2023-03-31 | $1,906 | 6 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $411 | 2 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $149,295 | 470 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $52,436 | 236 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||