NorthCrest Asset Manangement, LLC

Position in CVCO — Cavco Industries, Inc.

CIK 1893159 PLYMOUTH, MN

Position in CVCO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$796,236

+$177,314 QoQ

Shares Held

1,296

+1.4% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#181

of 357 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

NorthCrest Asset Manangement, LLC holds $22,567,692 across 6 Residential Construction names. CVCO ranks #4 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHM	Pultegroup Inc/Mi/	108,205	$14,846,808
2	TOL	Toll Brothers, Inc.	24,071	$3,965,697
3	DHI	Horton D R Inc /De/	11,883	$1,935,503
4	CVCO	Cavco Industries, Inc. This page	1,296	$796,236
5	LEN	Lennar Corp /New/	8,223	$744,099
6	NVR	Nvr Inc	41	$279,349

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$796,236	1,296	+1.4%	Shares	Sole	2026-07-15
2026-03-31	$618,922	1,278	+7.7%	Shares	Sole	2026-04-08
2025-12-31	$701,208	1,187	+0.5%	Shares	Sole	2026-01-08
2025-09-30	$685,842	1,181	+40.6%	Shares	Sole	2025-10-29
2025-06-30	$364,921	840	-32.6%	Shares	Sole	2025-07-10
2025-03-31	$647,978	1,247	—	Shares	Sole	2025-04-16
No filing history on record for this holder in this stock.