BAILARD, INC.

Position in CVCO — Cavco Industries, Inc.

CIK 750641 Foster City, CA

Position in CVCO

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$227,616

New position

Shares Held

470

first reported quarter

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Mar 31, 2026

BAILARD, INC. holds $2,450,409 across 6 Residential Construction names. CVCO ranks #4 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MHO	M/I Homes, Inc.	6,000	$734,700
2	TMHC	Taylor Morrison Home Corp	12,400	$722,176
3	LEGH	Legacy Housing Corp	17,565	$358,852
4	CVCO	Cavco Industries, Inc. This page	470	$227,616
5	KBH	Kb Home	4,000	$207,000
6	TOL	Toll Brothers, Inc.	1,466	$200,065

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$227,616	470	—	Shares	Sole	2026-05-11
No filing history on record for this holder in this stock.