Cavco Industries, Inc.
US ˙ NasdaqGS ˙ US1495681074

SecurityCVCO / Cavco Industries, Inc.
InstitutionEmpowered Funds, LLC
Latest Disclosed Ownership966 shares
Latest Disclosed Value $ 467,824
Empowered Funds, LLC reports 73.74% increase in ownership of CVCO / Cavco Industries, Inc.

On May 15, 2026 - Empowered Funds, LLC filed a 13F-HR form disclosing ownership of 966 shares of Cavco Industries, Inc. (US:CVCO) valued at $467,824 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 556 shares of Cavco Industries, Inc.. This represents a change in shares of 73.74% during the quarter. The current value of the position is $531,580 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.

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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)
2026-05-15 2026-03-31 13F CAVCO INDS INC DEL COM 149568107 966 410 73.74 468 42.38 0.0013
2026-02-11 2025-12-31 13F CAVCO INDS INC DEL COM 149568107 556 556 328 0.0026
2024-05-07 2024-03-31 13F/A-1 CAVCO INDS INC DEL COM 149568107 0 -7,276 -100.00 0 -100.00
2024-05-06 2024-03-31 13F CAVCO INDS INC DEL COM 149568107 0 0
2024-02-14 2023-12-31 13F CAVCO INDS INC DEL COM 149568107 7,276 -20,195 -73.51 2,522 -65.44 0.0633
2023-11-01 2023-09-30 13F CAVCO INDS INC DEL COM 149568107 27,471 3,248 13.41 7,298 2.13 0.2152
2023-07-27 2023-06-30 13F CAVCO INDS INC DEL COM 149568107 24,223 8,248 51.63 7,146 40.79 0.2512
2023-04-05 2023-03-31 13F CAVCO INDS INC DEL COM 149568107 15,975 -3,332 -17.26 5,076 16.19 0.2993
2023-02-21 2022-12-31 13F/A-1 CASCADIA ACQUISITION CLASS A COM 149568107 19,307 19,307 4,368 0.2855
2023-01-26 2022-12-31 13F CASCADIA ACQUISITION CLASS A COM 149568107 19,307 19,307 4 0.2855
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.