Position in CVCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,533,141
+$3,893,951 QoQ
Shares Held
18,772
+19.0% QoQ
Ownership
0.244%
of shares outstanding
% of Portfolio
3.30%
of 13F equity value
Holder Rank
#61
of 357 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Pillsbury Lake Capital LLC holds $11,533,141 across 1 Residential Construction name. CVCO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVCO |
Cavco Industries, Inc.
This page
|
18,772 | $11,533,141 |
All Filings in CVCO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,533,141 | 18,772 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,639,190 | 15,774 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $15,091,044 | 25,546 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||