Cavco Industries, Inc.
In the published model solve dated 2026-Q2, anchored at $566.19, Cavco Industries, Inc. (CVCO) is priced for today's economics sustained for ~6.1 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Cavco builds factory-built housing, with home sales at about 92% of revenue and delivery and setup another 4%, and it runs a small insurance and lending arm alongside the plants that serves the same buyers and distributors. • The order book is the tell to watch, since the FY2026 annual filing reports that ⟦"Our home order backlog at March 28, 2026 was approximately $195 million in wholesale sales values"⟧, roughly flat on the prior year, while the price is paying for years of compounding rathe
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330 institutional managers reported holding CVCO in 13F filings for the quarter ended 2026-03-31. 46 opened new positions that quarter. Held by BlackRock, Vanguard Group, Capital Group (American Funds), among others. On the short side, 447k shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (4.2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
CVCO has cut its share count 15.2% over the past five years, spending $571.58M on repurchases. It pays no dividend. Cash returned over the past three years: $421.41M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at CVCO over the trailing three years: 2026: 5 buys totaling $867k. 16 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
CVCO's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-02-04 | -0.5% | +1.2% |
| 2023-08-05 | +1.3% | -11.2% |
| 2023-11-04 | +9.0% | +16.8% |
| 2024-02-03 | +3.4% | +10.9% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
CVCO's latest 8-K filings: 2026-07-31 (items 5.07, 9.01); 2026-07-30 (items 2.02, 9.01); 2026-05-22 (items 2.02, 8.01, 9.01); 2026-01-29 (items 2.02, 9.01); 2025-10-31 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.