On February 13, 2026, Ashford Capital Management disclosed in a Securities and Exchange Commission filing that it reduced its position in Cavco Industries (NASDAQ:CVCO) by 19,607 shares, an estimated $11.11 million trade based on quarterly average pricing. What happened According to an SEC filing dated February 13, 2026, Ashford Capital Management sold 19,607 shares of Cavco Industries in the fourth quarter of 2025. The estimated value of this trade was $11.11 million based on the average closing price d ...

Core Viewpoint - Cavco Industries, Inc. is set to release its third-quarter earnings for the period ending December 27, 2025, on January 29, 2026, with a live discussion scheduled for January 30, 2026 [1]. Company Overview - Cavco Industries, Inc. is headquartered in Phoenix, Arizona, and specializes in designing and producing factory-built housing products, primarily distributed through a network of independent and company-owned retailers [3]. - The company is recognized as one of the largest producers of manufactured and modular homes in the United States, based on reported wholesale shipments [3]. - Cavco also produces park model RVs, vacation cabins, and factory-built commercial structures [3]. - The finance subsidiary, CountryPlace Mortgage, is an approved seller/servicer for Fannie Mae and Freddie Mac, and a Ginnie Mae mortgage-backed securities issuer, offering various mortgage products [3]. - The insurance subsidiary, Standard Casualty, provides property and casualty insurance to owners of manufactured homes [3].

Core Insights - Cavco Industries, Inc. has appointed Lisa L. Daniels as an independent director on its Board, effective October 27, 2025, bringing extensive experience from KPMG [1][2][3] Company Overview - Cavco Industries is headquartered in Phoenix, Arizona, and is one of the largest producers of manufactured and modular homes in the U.S., with a focus on factory-built housing products [5] - The company also produces park model RVs, vacation cabins, and factory-built commercial structures, and operates a finance subsidiary, CountryPlace Mortgage, which offers various mortgage products [5] Board Composition - With the appointment of Ms. Daniels, Cavco's Board now consists of eight directors, seven of whom are independent [2] - Ms. Daniels has been assigned to the Audit Committee and the Corporate Governance and Nominating Committee [2] Leadership and Experience - Ms. Daniels has over 35 years of experience in professional services, including roles as Vice Chair of Growth and Strategy at KPMG and managing partner in various capacities [3][4] - Her expertise includes financial, regulatory, and technology-related risks, making her a valuable addition to the Board [3] Strategic Focus - The leadership at Cavco expressed enthusiasm about Ms. Daniels' ability to contribute insights and leadership, particularly in navigating market dynamics and driving growth strategies [3]

Company Overview - Cavco Industries, Inc. is headquartered in Phoenix, Arizona, and specializes in designing and producing factory-built housing products, primarily distributed through a network of independent and company-owned retailers [3] - The company is one of the largest producers of manufactured and modular homes in the United States, based on reported wholesale shipments [3] - Cavco also produces park model RVs, vacation cabins, and factory-built commercial structures [3] - The finance subsidiary, CountryPlace Mortgage, is an approved seller/servicer for Fannie Mae and Freddie Mac, and a Ginnie Mae mortgage-backed securities issuer, offering various mortgage products [3] - The insurance subsidiary, Standard Casualty, provides property and casualty insurance to owners of manufactured homes [3] Upcoming Earnings Release - Cavco Industries will release its earnings for the second quarter ended September 27, 2025, on October 30, 2025, after the market closes [1] - Senior management will discuss the results in a live webcast on October 31, 2025, at 1:00 p.m. Eastern Time [1] - The webcast will be accessible via the company's investor relations website [1]

Company Overview - Cavco Industries, Inc. is headquartered in Phoenix, Arizona and specializes in designing and producing factory-built housing products, primarily distributed through a network of independent and company-owned retailers [3] - The company is one of the largest producers of manufactured and modular homes in the United States, based on reported wholesale shipments [3] - Cavco is also a leading producer of park model RVs, vacation cabins, and factory-built commercial structures [3] - The finance subsidiary, CountryPlace Mortgage, is an approved seller/servicer for Fannie Mae and Freddie Mac, and a Ginnie Mae mortgage-backed securities issuer, offering various mortgage products [3] - The insurance subsidiary, Standard Casualty, provides property and casualty insurance to owners of manufactured homes [3] Upcoming Earnings Release - Cavco Industries will release earnings for the first quarter ended June 28, 2025, on July 31, 2025, after the market closes [1] - Senior management will discuss the results in a live webcast on August 1, 2025, at 1:00 p.m. Eastern Time [1] - The webcast will be accessible via the company's investor relations website [1]