Polymer Capital Management (US) LLC
Position in CVCO — Cavco Industries, Inc.
CIK 1973324
NEW YORK, NY
Position in CVCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,593,701
+$1,375,771 QoQ
Shares Held
2,594
+476.4% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#139
of 357 holders
Holding Since
Jun 2025
5 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, 2026Polymer Capital Management (US) LLC holds $8,243,788 across 4 Residential Construction names. CVCO ranks #2 (19.3% of the industry book) .
All Filings in CVCO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,593,701 | 2,594 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $217,930 | 450 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $734,289 | 1,243 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $393,154 | 677 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $538,693 | 1,240 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||