SEC 13F Intelligence

Intrinsic Edge Capital Management LLC / CVCO

Intrinsic Edge Capital Management LLC’s Cavco Inds Inc Del Position

Does Intrinsic Edge Capital Management LLC own Cavco Inds Inc Del (CVCO)? Not currently — the last reported position was 11.0K shares worth $6M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$6M
Q4 2025
Shares
11.0K
% of Portfolio
+1.16%
Quarters Held
16
position exited

Position History CVCO

Reported value by quarter
Q2 ’19: $10MQ2 ’19Q3 ’19: $10MQ4 ’19: $4MQ4 ’19Q1 ’20: $4MQ2 ’20: $7MQ2 ’20Q3 ’20: $4MQ4 ’20: $5MQ4 ’20Q1 ’21: $8MQ2 ’21: $8MQ2 ’21Q3 ’21: $8MQ4 ’21: $11MQ4 ’21Q3 ’24: $17MQ4 ’24: $11MQ4 ’24Q1 ’25: $21MQ3 ’25: $6MQ3 ’25Q4 ’25: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202511.0K$6M+1.16%
Q3 202510.0K$6M+0.81%
Q1 202539.5K$21M+3.77%
Q4 202423.7K$11M+1.28%
Q3 202440.0K$17M+2.07%
Q4 202135.0K$11M+0.71%
Q3 202135.0K$8M+0.57%
Q2 202135.0K$8M+0.46%
Q1 202135.0K$8M+0.54%
Q4 202030.0K$5M+0.39%
Q3 202020.0K$4M+0.24%
Q2 202036.0K$7M+0.32%
Q1 202025.0K$4M+0.48%
Q4 201918.0K$4M+0.44%
Q3 201951.5K$10M+1.11%
Q2 201962.7K$10M+1.18%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Intrinsic Edge Capital Management LLC’s full portfolio or all institutional holders of CVCO.