CVCO CAVCO INDUSTRIES INC. Insider Trading

Director Greenblatt buys 500 shares at $469.45 avg (3 transactions totaling $234.7K); concurrent cluster buy signals; stock down 25.0% from 52-week high.

Director David A. Greenblatt executed 3 separate purchases totaling 500 shares for $234,725.00 over two trading days, with a blended average price of $469.45. This filing is part of a cluster pattern: 2 other insiders also bought within the past 14 days at CVCO, indicating coordinated accumulation at a depressed price level. The stock is currently trading at $522.96, down 25.0% from its 52-week high of $697.76 and down 13.1% over the past 30 days, yet fundamentals remain solid with annual revenue growth of 12.3%, net income of $44.1M, and a reasonable P/E of 22.01. The convergence of multiple insider purchases during a sharp drawdown from cycle highs warrants investor attention as a potential signal of insider view on valuation.

CVCO CEO Boor bought 1,000 shares at $495.00 on 2026-02-04; cluster pattern with 2 other insiders buying in past 14 days.

William C Boor, President & CEO of CAVCO INDUSTRIES, INC., purchased 1,000 shares at $495.00 on 2026-02-04, increasing his holdings to 48,022 shares. This transaction occurs within a cluster buy pattern, with 2 other insiders purchasing shares within the past 14 days, suggesting coordinated or independently motivated accumulation by multiple executives. The stock has declined -13.1% over the past 30 days and stands -25.0% from its 52-week high of $697.76, while the company reports strong fundamentals: annual revenue growth of +12.3%, a P/E of 22.01, and quarterly net income of $44,067,000.00. The convergence of insider purchases by multiple officers during a period of recent price weakness, paired with the company's solid earnings growth, warrants attention to whether this activity reflects management's assessment of near-term valuation opportunity.

Director Steven Moster buys 300 shares of CVCO at $456.23; 3 insiders buying within 14 days as stock down 27.6% from high

Director Steven Moster purchased 300 shares of CAVCO INDUSTRIES at $456.23, increasing his holdings from 2,676 to 2,976 shares. This transaction is part of a cluster of 2 other insider purchases within the past 14 days, indicating multiple board/management members are acquiring shares concurrently. The stock is currently trading at $505.46, which is -27.6% from its 52-week high of $697.76 and down 14.9% over 30 days, yet insiders are buying into this weakness. CAVCO's fundamentals remain solid with $580,994,000.00 in quarterly revenue and $44,067,000.00 in net income, along with 12.3% annual revenue growth and a P/E of 21.27. The multi-insider purchase pattern during a period of price weakness merits examination to understand the underlying assessment driving these concurrent acquisitions.

CAVCO President Cira Brian R sold 1,000 shares at $522.00 on 2025-08-25; retains 3,081 shares.

President of Manufactured Housing CIRA BRIAN R executed a sale of 1,000 shares at $522.00 for $522,000.00, reducing his position by -24.5% versus pre-transaction holdings of 4,081 shares. The transaction occurred when CAVCO's stock was trading near 52-week highs (currently $529.78, -1.7% from the $539.10 peak) and following substantial recent gains (30-day change: +27.8%, 90-day change: +22.0%). The company's fundamentals remain solid with $556.9M in latest quarterly revenue, $51.6M net income, and 12.3% annual revenue growth, while trading at a P/E of 22.28 on a $4.2B market cap. The sale represents a single discrete transaction rather than a pattern, and the executive retains meaningful ownership of 3,081 shares.

Director Blount sold 2,500 shares at $519.30 blended average, reducing holdings 44.4% to 3.1K shares.

Susan L Blount, a director at CAVCO INDUSTRIES, INC., executed 2 separate sales on 2025-08-22 totaling 2,500 shares for $1,298,253.03, reducing her post-transaction holdings to 3,126 shares from 5,626 shares. The blended average price of $519.30 sits near the current price of $520.62, well within the 52-week range of $389.41–$539.10. Her cross-ticker track record shows a well-timed rate of 0.00% across 2 prior sells, with average 90-day returns of +1.0%; at CVCO specifically, her 2 prior sells on 2025-02-04 generated 90-day returns of +0.8% and +1.1%, neither meeting the well-timed threshold (negative 90d return after a sell). The company's fundamentals appear solid: revenue of $556,857,000.00, net income of $51,642,000.00, and 12.3% annual revenue growth, with a P/E of 21.89 and market cap of $4,122,085,381.14. The scale of the position reduction—44.4% of prior holdings—represents a material disposition, though her retained 3,126 shares maintain insider exposure.

Director Greenblatt sold 4,000 CVCO shares at $528.88 for $2.1M, reducing holdings 20.7% to 15,286 shares

Director David A. Greenblatt sold 4,000 shares at $528.88 on 2025-03-05, reducing his holdings by 20.7% from 19,286 to 15,286 shares. The sale price of $528.88 is near the company's 52-week high of $539.10, placing the transaction within 3.5% of peak valuations reached over the trailing twelve months. Against the broader backdrop, CAVCO's annual revenue declined 16.2% year-over-year despite a trailing P/E of 24.72, indicating the market has maintained a premium valuation despite deteriorating top-line performance. The transaction is a material reduction in Greenblatt's direct equity stake, though his 15,286 remaining shares represent a continuing substantial ownership position.

CVCO President Brandon Jack S sold 1,000 shares at $538.00; holds 1,176 shares post-sale (-46.0% reduction).

Brandon Jack S, President of Financial Services at Cavco Industries, sold 1,000 shares at $538.00 on 2025-02-07, reducing his holdings by 46.0% to 1,176 shares. The sale occurred near the 52-week high of $537.22, with the stock subsequently trading at $530.79 (-1.2% from that peak). His cross-ticker track record shows 1 prior sell with an average 30d return of -15.8%, while his same-ticker history includes a prior sale on 2024-11-25 that returned -15.8% over 30 days. The company faces headwinds: annual revenue growth is -16.2%, though the latest quarter posted $522.0M in revenue and $56.5M in net income (P/E 25.22). The stock has gained 23.1% over 30 days and 13.9% over 90 days, suggesting a recent rally into the sale.

Director Blount sells 2,000 shares at $507.18 avg (41.4% of holdings); stock at $537.22.

Susan L Blount, a director of CAVCO INDUSTRIES, executed 2 separate sales totaling 2,000 shares for $1,014,350.00 on 2025-02-04, reducing her shareholdings from 4,836 to 2,836 shares. The blended average transaction price of $507.18 sits $30.04 below the current price of $537.22, suggesting the shares have appreciated since the sales. CAVCO trades at a P/E of 25.52 with recent quarterly revenue of $522.0M and net income of $56.5M, though annual revenue growth stands at -16.2%, indicating underlying business headwinds. The stock has appreciated 21.9% over 30 days and reached its 52-week high of $537.22 at the time of this filing, creating a notable tension between strong near-term price momentum and negative year-over-year revenue growth.

President, Financial Services at CVCO sells 1,000 shares ($535.3K) on 11/25; holds 1.2K shares post-sale.

BRANDOM JACK S, President of Financial Services at CAVCO INDUSTRIES INC., executed a sale of 1,000 shares at $535.34, reducing his holdings by 46.0% to 1.2K shares. The sale occurred at a price $19.48 above the current market price of $515.86, and came during a strong 30-day rally (+23.2%) and 90-day advance (+27.6%), well within the 52-week range but 3.2% below the 52-week high of $533.17. The company's fundamentals show annual revenue declining 16.2% year-over-year with net income of $43.8M on revenue of $507.5M, while the stock trades at a P/E of 28.22. The context—strong recent momentum, substantial reduction in executive holdings, and headwinds in top-line growth—warrants tracking whether this represents a material shift in management's capital deployment intentions.

Director BUNGER STEVEN G sold 4,000 CVCO shares at $409.20 on 2024-09-12; stock now $427.17, recent gains +10.4% (30d), +20.4% (90d).

Director BUNGER STEVEN G sold 4,000 shares (37.9% reduction in holdings) at $409.20 on 2024-09-12 for $1,636,800.00. The stock has appreciated significantly since the sale, gaining +10.4% over the subsequent 30 days and +20.4% over 90 days, indicating the insider sold before a sustained rally. His prior two trades at CVCO were similarly poorly timed—both yielded positive returns of +13.5%/+20.9% and +13.0%/+20.4% respectively at 30/90 days, showing a pattern of exiting ahead of gains. At the current price of $427.17, the stock is near its 52-week high, while fundamentals show annual revenue contraction of -16.2% and a P/E of 24.16 against a market cap of $3.5B. The timing pattern across his CVCO history—0 of 2 prior sells well-timed—combined with the stock's post-sale appreciation, suggests a consistent pattern of suboptimal exit timing for this director at this specific holding.