Lakewood Asset Management LLC

Position in CVCO — Cavco Industries, Inc.

CIK 1966581 NAPERVILLE, IL

Position in CVCO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$640,798

+$148,760 QoQ

Shares Held

1,043

+2.7% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#193

of 357 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Lakewood Asset Management LLC holds $5,181,702 across 4 Residential Construction names. CVCO ranks #4 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVR	Nvr Inc	433	$2,950,202
2	LEN	Lennar Corp /New/	8,922	$807,351
3	GRBK	Green Brick Partners, Inc.	9,787	$783,351
4	CVCO	Cavco Industries, Inc. This page	1,043	$640,798

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$640,798	1,043	+2.7%	Shares	Sole	2026-08-06
2026-03-31	$492,038	1,016	+5.9%	Shares	Sole	2026-04-23
2025-12-31	$566,519	959	+7.2%	Shares	Sole	2026-01-26
2025-09-30	$519,753	895	-0.4%	Shares	Sole	2025-10-24
2025-06-30	$390,552	899	+0.1%	Shares	Sole	2025-07-17
2025-03-31	$466,627	898	-2.3%	Shares	Sole	2025-04-24
2024-12-31	$410,085	919	+1.9%	Shares	Sole	2025-01-14
2024-09-30	$386,272	902	+8.5%	Shares	Sole	2024-10-07
2024-06-30	$287,667	831	+3.0%	Shares	Sole	2024-07-18
2024-03-31	$322,041	807	0.0%	Shares	Sole	2024-04-22
2023-12-31	$279,722	807	+0.6%	Shares	Sole	2024-01-10
2023-09-30	$213,059	802	+0.4%	Shares	Sole	2023-10-11
2023-06-30	$235,705	799	+4.7%	Shares	Sole	2023-07-13
2023-03-31	$242,435	763	+0.7%	Shares	Sole	2023-04-13
2022-12-31	$171,497	758	—	Shares	Sole	2023-03-01
No filing history on record for this holder in this stock.