Welcome to our dedicated page for Cavco Industries SEC filings (Ticker: CVCO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Cavco Industries Inc. (CVCO) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Cavco is a Delaware corporation with common stock listed on The Nasdaq Stock Market LLC (Nasdaq Global Select Market) under the symbol CVCO, as noted in multiple Form 8-K filings. Its principal executive offices are located in Phoenix, Arizona.
Cavco uses Current Reports on Form 8-K to announce material events. Recent 8-K filings have covered quarterly financial results for its fiscal first and second quarters, including segment-level data for Factory-built housing and Financial services, as well as information on net revenue, gross profit, income from operations and net income. These filings often incorporate by reference detailed press releases that explain changes in home sales volume, capacity utilization, backlog and the impact of insurance premiums and claims on the Financial services segment.
Other 8-K filings document mergers and acquisitions and corporate governance changes. For example, Cavco filed an 8-K describing its Agreement and Plan of Merger to acquire American Homestar Corporation and another 8-K reporting the completion of that acquisition, with American Homestar becoming a wholly owned subsidiary. The company has also filed an 8-K regarding the appointment of Lisa L. Daniels to its Board of Directors and her committee assignments, outlining the Board’s decision to increase its size and the terms of her service.
Through Stock Titan, users can review these Cavco filings alongside AI-powered summaries that highlight key terms, conditions and financial impacts. Investors interested in CVCO can use this page to locate quarterly and annual reports, track material definitive agreements, follow acquisition-related disclosures and review governance updates, all sourced directly from the SEC’s EDGAR system.
CAVCO INDUSTRIES EVP and General Counsel Seth G. Schuknecht reported a routine, compensation-related share disposition. He surrendered 41 shares of Common Stock at an implied value of $539.06 per share to cover tax withholding on the release of Restricted Stock Units. After this tax-withholding transaction, he directly holds 1,048 shares, which the filing states includes 882 shares underlying Restricted Stock Units that are allocated but not yet vested or delivered.
Cavco Industries President & CEO William C. Boor exercised non-qualified stock options for 10,200 shares of common stock at an exercise price of $125.69 per share. This was a net exercise with the company, and no market transaction occurred.
To cover the option exercise price and related taxes, he surrendered 4,987 shares of common stock based on a closing price of $519.67 per share, receiving 5,213 net new shares. Following these transactions, he directly holds 53,235 common shares, with an additional 380 shares held indirectly by his spouse and 8,292 shares underlying restricted stock units that are allocated but not yet vested or delivered.
Cavco Industries Inc: The Vanguard Group filed Amendment No. 9 to Schedule 13G/A reporting zero shares beneficially owned of Cavco Industries Inc common stock, and 0% ownership. The amendment notes an internal realignment of The Vanguard Group on January 12, 2026 that caused certain subsidiaries to report holdings separately.
Cavco Industries executive Seth G. Schuknecht, EVP and General Counsel, reported a tax-related share disposition. On 02/13/2026, 44 shares of Cavco common stock were surrendered at $590.38 per share to cover tax withholding on the release of restricted stock units.
After this transaction, he directly beneficially owned 1,089 shares of Cavco common stock, which includes 975 shares underlying restricted stock units that have been allocated but are not yet vested or delivered.
State Street Corporation has reported a significant passive ownership stake in Cavco Industries, Inc. common stock. State Street beneficially owns 389,630 Cavco shares, representing 5% of the outstanding common stock as of the reported date.
State Street reports shared voting power over 361,576 shares and shared dispositive power over 389,630 shares, with no sole voting or dispositive power. The filing states that the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Cavco.
FMR LLC and Abigail P. Johnson report beneficial ownership of Cavco Industries common stock on an amended Schedule 13G. They disclose beneficial ownership of 263,321.40 shares, representing 3.4% of Cavco’s common stock. FMR LLC reports sole voting power over 262,189 shares and sole dispositive power over 263,321.40 shares. Abigail P. Johnson reports sole dispositive power over the same 263,321.40 shares, with no voting power. The securities are stated to be held in the ordinary course of business and not for the purpose of changing or influencing control of Cavco.
Cavco Industries director David A. Greenblatt reported open-market purchases of company stock. On February 3–4, 2026, he bought a total of 500 shares of Cavco common stock at prices of $462.43, $481, and $500 per share. Following these transactions, he directly beneficially owned 16,076 shares, which includes 3,126 shares underlying restricted stock units that are allocated but not yet vested or delivered.
Cavco Industries President and CEO William C. Boor reported buying 1,000 shares of common stock on February 4, 2026 at $495 per share. Following this transaction, he directly beneficially owned 48,022 shares, including 8,292 shares underlying restricted stock units that are allocated but not yet vested or delivered.
In addition, there are 380 Cavco common shares reported as indirectly owned by Boor through his spouse.
Cavco Industries director Steven W. Moster reported a stock purchase. On February 2, 2026, he bought 300 shares of Cavco Industries common stock at $456.23 per share, coded as an open-market or private purchase.
After this transaction, he beneficially owned 2,976 shares of Cavco Industries common stock in direct form. This total includes 290 shares underlying restricted stock units that have been allocated to him but are not yet vested or delivered, meaning those units are still subject to vesting conditions before becoming freely owned shares.
Cavco Industries reported higher sales but mixed profitability for the quarter ended December 27, 2025. Net revenue rose to $580.994 million from $522.040 million, driven mainly by factory-built housing, where revenue increased to $558.497 million and financial services revenue also grew modestly.
Quarterly net income declined to $44.067 million from $56.462 million as gross margin compressed to 23.4% and factory-built housing margins eased, while selling, general and administrative costs rose with higher compensation and acquisition-related expenses. For the nine-month period, revenue climbed to $1.694 billion and net income improved to $148.090 million, reflecting overall growth.
Cavco completed the $179.9 million acquisition of American Homestar, adding two plants, 19 retail locations and contributing $42.0 million of net revenue and $2.4 million of net income in the quarter. The balance sheet remained strong with $242.472 million in cash, cash equivalents and restricted cash, no borrowings under a $75 million revolving credit facility, and stockholders’ equity of $1.089 billion.