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FIRST SABREPOINT CAPITAL MANAGEMENT LP: CVCO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST SABREPOINT CAPITAL MANAGEMENT LP on CVCO, newest first. How the timeline and the estimate are built.

FIRST SABREPOINT CAPITAL MANAGEMENT LP held 18,500 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 18,500 shares
    Change vs previous 13F -14,540 shares

    4.86% of the 13F portfolio, value $11,366,030.

    13F-HR 0001731530-26-000004 filed by FIRST SABREPOINT 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 33,040 shares
    Change vs previous 13F +6,040 shares

    6.54% of the 13F portfolio, value $16,000,942.

    13F-HR 0001731530-26-000003 filed by FIRST SABREPOINT 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 27,000 shares
    Change vs previous 13F -8,000 shares

    6.56% of the 13F portfolio, value $15,949,980.

    13F-HR 0001731530-26-000002 filed by FIRST SABREPOINT 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 35,000 shares
    Change vs previous 13F +5,000 shares

    8.2% of the 13F portfolio, value $20,325,550.

    13F-HR 0001731530-25-000007 filed by FIRST SABREPOINT 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 30,000 shares
    Change vs previous 13F +15,000 shares

    5.58% of the 13F portfolio, value $13,032,900.

    13F-HR 0001731530-25-000006 filed by FIRST SABREPOINT 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 15,000 shares
    Change vs previous 13F +2,250 shares

    3.26% of the 13F portfolio, value $7,794,450.

    13F-HR 0001731530-25-000004 filed by FIRST SABREPOINT 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 12,750 shares
    Change vs previous 13F 0 shares

    2.13% of the 13F portfolio, value $5,689,433.

    13F-HR 0001731530-25-000001 filed by FIRST SABREPOINT 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 12,750 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $5,460,060.

    13F-HR 0001731530-24-000006 filed by FIRST SABREPOINT CAPITAL MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

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