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Brasada Focused Equity Strategy's investment thesis on Cavco Industries, Inc. ($CVCO) — Q2 2026 | Buyside Digest

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$CVCONASDAQCavco Industries, Inc.

BULL

Brasada Focused Equity Strategy—CVCO

Fund Letter

Q2 2026

Published July 6, 2026

View Fund Profile

$560.26USD

-1.0% vs last month

$567.26Pitched

-1.2% since pitch

Market Cap$4.5B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Cavco Industries is a leading producer of manufactured and modular homes, operating 33 production facilities and 92 retail centers alongside integrated financing and insurance subsidiaries. The manager maintains...

— Jonathan Reichek

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