Cavco Industries, Inc.
US ˙ NasdaqGS ˙ US1495681074

SecurityCVCO / Cavco Industries, Inc.
InstitutionSheets Smith Wealth Management
Latest Disclosed Ownership2,250 shares
Latest Disclosed Value $ 1,089,653
Sheets Smith Wealth Management reports 0.90% increase in ownership of CVCO / Cavco Industries, Inc.

On April 16, 2026 - Sheets Smith Wealth Management filed a 13F-HR form disclosing ownership of 2,250 shares of Cavco Industries, Inc. (US:CVCO) valued at $1,089,652 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 2,230 shares of Cavco Industries, Inc.. This represents a change in shares of 0.90% during the quarter. The current value of the position is $1,238,152 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-16 2026-03-31 13F CAVCO INDS INC DEL COM 149568107 2,250 20 0.90 1,090 -17.31 0.1226
2026-01-20 2025-12-31 13F CAVCO INDS INC DEL COM 149568107 2,230 -15 -0.67 1,317 1.07 0.1446
2025-10-16 2025-09-30 13F CAVCO INDS INC DEL COM 149568107 2,245 31 1.40 1,304 35.59 0.1476
2025-07-15 2025-06-30 13F CAVCO INDS INC DEL COM 149568107 2,214 44 2.03 962 -14.73 0.1125
2025-04-23 2025-03-31 13F CAVCO INDS INC DEL COM 149568107 2,170 86 4.13 1,128 21.31 0.1401
2025-01-17 2024-12-31 13F CAVCO INDS INC DEL COM 149568107 2,084 69 3.42 930 7.77 0.1135
2024-11-01 2024-09-30 13F CAVCO INDS INC DEL COM 149568107 2,015 -20 -0.98 863 22.44 0.1055
2024-07-30 2024-06-30 13F CAVCO INDS INC DEL COM 149568107 2,035 0 0.00 704 -13.30 0.0842
2024-05-08 2024-03-31 13F CAVCO INDS INC DEL COM 149568107 2,035 0 0.00 812 15.18 0.0909
2024-02-06 2023-12-31 13F CAVCO INDS INC DEL COM 149568107 2,035 -55 -2.63 705 27.03 0.1003
2023-10-23 2023-09-30 13F CAVCO INDS INC DEL COM 149568107 2,090 54 2.65 555 -7.50 0.0846
2023-08-09 2023-06-30 13F CAVCO INDS INC DEL COM 149568107 2,036 8 0.39 601 -6.83 0.0878
2023-05-26 2023-03-31 13F/A-1 CAVCO INDS INC DEL COM 149568107 2,028 0 0.00 644 40.61 0.0984
2023-05-12 2023-03-31 13F CAVCO INDS INC DEL COM 149568107 318 -1,710 644 0.0987
2023-03-08 2022-12-31 13F CAVCO INDS INC DEL COM 149568107 2,028 0 0.00 459 9.83 0.0718
2022-11-01 2022-09-30 13F CAVCO INDS INC DEL COM 149568107 2,028 0 0.00 417 5.04 0.0696
2022-07-27 2022-06-30 13F CAVCO INDS INC DEL COM 149568107 2,028 0 0.00 397 -18.65 0.0653
2022-05-02 2022-03-31 13F CAVCO INDS INC DEL COM 149568107 2,028 0 0.00 488 -24.22 0.0673
2022-01-20 2021-12-31 13F CAVCO INDS INC DEL COM 149568107 2,028 8 0.40 644 34.73 0.0799
2021-10-15 2021-09-30 13F CAVCO INDS INC DEL COM 149568107 2,020 0 0.00 478 6.46 0.0649
2021-08-03 2021-06-30 13F CAVCO INDS INC DEL COM 149568107 2,020 0 0.00 449 -1.54 0.0605
2021-04-23 2021-03-31 13F CAVCO INDS INC DEL COM 149568107 2,020 0 0.00 456 28.81 0.0671
2021-01-13 2020-12-31 13F CAVCO INDS INC DEL COM 149568107 2,020 55 2.80 354 0.00 0.0535
2020-10-26 2020-09-30 13F CAVCO INDS INC DEL COM 149568107 1,965 0 0.00 354 -6.60 0.0616
2020-07-17 2020-06-30 13F CAVCO INDS INC DEL COM 149568107 1,965 0 0.00 379 32.98 0.0758
2020-04-28 2020-03-31 13F CAVCO INDS INC DEL COM 149568107 1,965 96 5.14 285 -21.92 0.0597
2020-01-24 2019-12-31 13F CAVCO INDS INC DEL COM 149568107 1,869 -80 -4.10 365 -2.41 0.0698
2019-10-28 2019-09-30 13F CAVCO INDS INC DEL COM 149568107 1,949 410 26.64 374 54.55 0.0769
2019-07-12 2019-06-30 13F CAVCO INDS INC DEL COM 149568107 1,539 1,539 242 0.0497
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.