Cavco Industries, INC.

• CC Conestoga Capital Advisors 3Q26 Quarterly Commentary ↗ Conestoga argues that elevated inflation, higher Treasury yields and shifting Federal Reserve expectations are moving market leadership toward durable, high-quality growth businesses. The firm added Allegro Microsystems, Cavco and VSE while exiting Bright Horizons and Workiva, citing semiconductor content growth, affordable-housing demand, aviation aftermarket demand and changing AI-disruption risks. 3Q26 AAON $6.3BALGM $6BBFAM $2.5B +13
• BC Brasada Capital Second Quarter of 2026 ↗ Brasada Capital favors durable AI infrastructure beneficiaries over cyclical semiconductor and memory manufacturers whose high margins may invite overcapacity. It pairs Amphenol’s data-center connectivity exposure with Cavco’s manufactured-housing franchise and Fastenal’s industrial supply-chain model, while introducing a globally diversified ETF strategy. Second Quarter of 2026 APH $196BCVCO $5BFAST $64B +2

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