EntryPoint Capital, LLC

Position in CVCO — Cavco Industries, Inc.

CIK 1992519 NEW YORK, NY

Position in CVCO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$484,745

-$174,964 QoQ

Shares Held

789

-30.5% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#207

of 357 holders

Holding Since

Dec 2023

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

EntryPoint Capital, LLC holds $4,547,500 across 5 Residential Construction names. CVCO ranks #5 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LEN	Lennar Corp /New/	16,179	$1,464,037
2	LGIH	LGI Homes, Inc.	18,461	$1,175,596
3	PHM	Pultegroup Inc/Mi/	5,322	$730,231
4	DHI	Horton D R Inc /De/	4,254	$692,891
5	CVCO	Cavco Industries, Inc. This page	789	$484,745

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$484,745	789	-30.5%	Shares	Sole	2026-08-13
2025-09-30	$659,709	1,136	+139.2%	Shares	Sole	2025-11-13
2024-12-31	$211,959	475	-29.1%	Shares	Sole	2025-02-11
2024-09-30	$286,920	670	+727.2%	Shares	Sole	2024-11-13
2024-03-31	$32,323	81	-57.6%	Shares	Sole	2024-05-14
2023-12-31	$66,204	191	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.