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Disclosery

Broad Bay Capital Management, LP: CVCO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Broad Bay Capital Management, LP on CVCO, newest first. How the timeline and the estimate are built.

Broad Bay Capital Management, LP held 23,853 CVCO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,853 shares
    Change vs previous 13F -76,459 shares

    1.39% of the 13F portfolio, value $14,654,806.

    13F-HR 0001172661-26-003592 filed by Broad Bay Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 100,312 shares
    Change vs previous 13F -12,992 shares

    5% of the 13F portfolio, value $48,580,098.

    13F-HR 0001172661-26-002052 filed by Broad Bay Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 113,304 shares
    Change vs previous 13F +10,000 shares

    7.65% of the 13F portfolio, value $66,933,205.

    13F-HR 0001172661-26-000919 filed by Broad Bay Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 103,304 shares
    Change vs previous 13F -66,551 shares

    7.48% of the 13F portfolio, value $59,991,732.

    13F-HR 0001172661-25-004904 filed by Broad Bay Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 169,855 shares
    Change vs previous 13F -8,334 shares

    10.38% of the 13F portfolio, value $73,790,108.

    13F-HR 0001172661-25-003265 filed by Broad Bay Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 178,189 shares
    Change vs previous 13F +27,503 shares

    13.91% of the 13F portfolio, value $92,592,350.

    13F-HR 0001172661-25-001954 filed by Broad Bay Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 150,686 shares
    Change vs previous 13F -29,490 shares

    10.87% of the 13F portfolio, value $67,240,614.

    13F-HR 0001172661-25-000860 filed by Broad Bay Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 180,176 shares
    Change vs previous 13F not available

    10.6% of the 13F portfolio, value $77,158,570.

    13F-HR 0001172661-24-004725 filed by Broad Bay Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).