Neumeier Poma Investment Counsel LLC / CVCO
Neumeier Poma Investment Counsel LLC’s Cavco Inds Inc Del Position
Does Neumeier Poma Investment Counsel LLC own Cavco Inds Inc Del (CVCO)? Yes — 54.1K shares worth $26M (+2.16% of its 13F portfolio) as of Q1 2026, down from 55.3K shares the prior filed quarter.
Position Value
$26M
Q1 2026
Shares
54.1K
% of Portfolio
+2.16%
Quarters Held
17
currently held
Position History CVCO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 54.1K | $26M | +2.16% |
| Q4 2025 | 55.3K | $33M | +2.70% |
| Q3 2025 | 38.8K | $23M | +1.84% |
| Q2 2025 | 28.8K | $13M | +1.17% |
| Q1 2025 | 44.8K | $23M | +2.50% |
| Q4 2024 | 30.3K | $14M | +1.31% |
| Q3 2024 | 29.6K | $13M | +1.21% |
| Q2 2024 | 17.6K | $6M | +0.56% |
| Q1 2024 | 18.1K | $7M | +0.66% |
| Q4 2023 | 21.5K | $7M | +0.66% |
| Q3 2023 | 56.6K | $15M | +1.47% |
| Q2 2023 | 72.3K | $21M | +1.95% |
| Q1 2023 | 75.7K | $24M | +2.24% |
| Q4 2022 | 74.9K | $17M | +1.57% |
| Q3 2022 | 68.7K | $14M | +1.40% |
| Q2 2022 | 62.0K | $12M | +0.95% |
| Q1 2022 | 61.0K | $15M | +0.99% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Neumeier Poma Investment Counsel LLC’s full portfolio or all institutional holders of CVCO.