Position in CVCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,327,060
New position
Shares Held
2,160
first reported quarter
Ownership
0.028%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#151
of 357 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Blue Door Asset Management, LLC holds $7,757,528 across 2 Residential Construction names. CVCO ranks #2 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SKY |
Champion Homes, Inc.
|
72,974 | $6,430,468 | |
| 2 | CVCO |
Cavco Industries, Inc.
This page
|
2,160 | $1,327,060 |
All Filings in CVCO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,327,060 | 2,160 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||