GAMCO INVESTORS, INC. ET AL

Position in CVCO — Cavco Industries, Inc.

CIK 807249 GREENWICH, CT

Position in CVCO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$49,054,556

+$8,822,649 QoQ

Shares Held

79,844

-3.9% QoQ

Ownership

1.04%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#21

of 357 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

GAMCO INVESTORS, INC. ET AL holds $112,553,333 across 7 Residential Construction names. CVCO ranks #1 (43.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVCO	Cavco Industries, Inc. This page	79,844	$49,054,556
2	LEN	Lennar Corp /New/	455,418	$40,410,910
3	SKY	Champion Homes, Inc.	173,500	$15,288,820
4	TOL	Toll Brothers, Inc.	38,377	$6,322,610
5	KBH	Kb Home	15,730	$984,540
6	DHI	Horton D R Inc /De/	3,020	$491,897
7	TMHC	Taylor Morrison Home Corp	294,645	$0

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$49,054,556	79,844	-3.9%	Shares	Sole	2026-08-12
2026-03-31	$40,231,907	83,074	-9.6%	Shares	Sole	2026-05-14
2025-12-31	$54,274,828	91,876	-5.8%	Shares	Sole	2026-02-05
2025-09-30	$56,637,435	97,528	-1.9%	Shares	Sole	2025-11-12
2025-06-30	$43,174,956	99,383	-2.6%	Shares	Sole	2025-08-13
2025-03-31	$53,012,652	102,020	-12.2%	Shares	Sole	2025-05-14
2024-12-31	$51,830,506	116,152	-10.3%	Shares	Sole	2025-02-13
2024-09-30	$55,430,100	129,437	-8.2%	Shares	Sole	2024-11-14
2024-06-30	$48,798,546	140,967	-4.8%	Shares	Sole	2024-08-13
2024-03-31	$59,087,617	148,067	-10.5%	Shares	Sole	2024-05-14
2023-12-31	$57,357,637	165,477	-8.8%	Shares	Sole	2024-02-14
2023-09-30	$48,179,300	181,357	-4.3%	Shares	Sole	2023-11-08
2023-06-30	$55,910,465	189,527	-10.2%	Shares	Sole	2023-08-15
2023-03-31	$67,076,184	211,104	-4.1%	Shares	Sole	2023-05-12
2022-12-31	$49,790,837	220,070	-0.4%	Shares	Sole	2023-02-15
2022-09-30	$45,480,161	221,035	-1.7%	Shares	Sole	2022-11-14
2022-06-30	$44,077,171	224,895	-0.3%	Shares	Sole	2022-08-12
2022-03-31	$54,349,006	225,655	-2.4%	Shares	Sole	2022-05-18
2021-12-31	$73,426,385	231,155	-2.5%	Shares	Sole	2022-02-11
2021-09-30	$56,154,728	237,200	+0.1%	Shares	Sole	2021-11-12
2021-06-30	$52,639,032	236,910	+0.1%	Shares	Sole	2021-08-13
2021-03-31	$53,415,423	236,760	-3.4%	Shares	Sole	2021-05-14
2020-12-31	$43,003,672	245,105	-0.2%	Shares	Sole	2021-02-05
2020-09-30	$44,276,923	245,560	-2.0%	Shares	Sole	2020-11-06
2020-06-30	$48,299,282	250,450	-5.6%	Shares	Sole	2020-08-13
2020-03-31	$38,464,901	265,385	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.