CVCO / Cavco Industries, Inc. - Документы SEC, Годовой отчет, Доверенное заявление

Consent and Second Amendment to the Amended and Restated Credit Agreement, dated as of July 14, 2025, among Cavco Industries, Inc., the guarantors party thereto, and Bank of America, N.A., as administrative agent.

CONSENT AND SECOND AMENDMENT TO THE AMENDED AND RESTATED CREDIT AGREEMENT THIS CONSENT AND SECOND AMENDMENT TO THE AMENDED AND RESTATED CREDIT AGREEMENT (this “Amendment”), dated as of July 14, 2025, to the Credit Agreement referenced below, is by and among CAVCO INDUSTRIES, INC.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 29, 2025 CAVCO INDUSTRIES IN

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 29, 2025 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission Fil

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 28, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 000-08822 CAVCO INDU

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 31, 2025 CAVCO INDUSTRIES, I

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 31, 2025 CAVCO INDUSTRIES, INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission Fi

CAVCO INDUSTRIES REPORTS FISCAL 2026 FIRST QUARTER RESULTS

For additional information, contact: Mark Fusler Corporate Controller and Investor Relations investorrelations@cavco.

Regulation FD Disclosure, Entry into a Material Definitive Agreement, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 14, 2025 CAVCO INDUSTRIES, INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission Fi

Agreement and Plan of Merger, dated July 14, 2025, by and among Cavco Industries, Inc., Cavco Merger Sub, Inc., American Homestar, Inc., and the Shareholder Representative party thereto.*

Execution Version CONFIDENTIAL AGREEMENT AND PLAN OF MERGER BY AND AMONG CAVCO INDUSTRIES, INC.

CAVCO INDUSTRIES ANNOUNCES PLANNED ACQUISITION OF MANUFACTURED HOME BUILDER AND RETAILER, AMERICAN HOMESTAR CORPORATION

For additional information, contact: Mark Fusler Corporate Controller and Investor Relations News Release Email: investorrelations@cavco.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. )

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant x Filed by a Party other than the Registrant o Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) o Defin

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. )

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant x Filed by a Party other than the Registrant o Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) x Defin

Conflict Minerals Reports as required by Items 1.01 and 1.02 of this Form

Exhibit 1.01 Cavco Industries, Inc. Conflict Minerals Report For the Calendar Year Ending December 31, 2024 We have prepared and furnished this Conflict Minerals Report, for the calendar year ending December 31, 2024, pursuant to Rule 13p-1 under the Securities Exchange Act of 1934, as amended ("Rule 13p-1"). Please refer to Rule 13p-1, Form SD and the 1934 Act Release No. 34-67716 for definitions

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM SD Specialized Disclosure Report Cavco Industries, Inc. (Exact name of registrant as specified in its charter) Delaware 000-08822 (State or other jurisdiction of incorporati

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM SD Specialized Disclosure Report Cavco Industries, Inc. (Exact name of registrant as specified in its charter) Delaware 000-08822 (State or other jurisdiction of incorporation) (Commission File Number) 3636 North Central Avenue, Suite 1200 Phoenix, Arizona 85012 (Address of principal executive offices, including zip code)

List of Subsidiaries of Cavco

Exhibit 21 SUBSIDIARIES OF CAVCO INDUSTRIES, INC. as of March 29, 2025 Cavco Industries, Inc., Delaware Cavco Manufacturing, LLC, Delaware SH Acquisitions, LLC, Delaware Solitaire de Mexico S. de R.L. de C.V., Mexico Diamond Homes Transport, LLC, Oklahoma Elliott Manufactured Homes, Inc., Oklahoma MH Group, LLC, Oklahoma Palm Harbor Villages, Inc., Delaware Catskill-Valley Homes, LLC, Delaware CRG

Securities Trading Policy, dated January 27, 2025

Exhibit 19 CAVCO INDUSTRIES, INC. SECURITIES TRADING POLICY Effective Date: JANUARY 27, 2025 Policy Statement. This Securities Trading Policy (this “Policy”) sets forth guidelines with respect to transactions in the securities of Cavco Industries, Inc., (“Cavco” or the “Company”) and the handling of confidential and material information about the Company and the companies with which the Company do

Code of Conduct

Exhibit 14 Table of Contents Building a Foundation of Integrity • Understanding Our Code • Working Together • Maintaining the Code • Fulfilling Our Shared Obligations Implementing the Code • Seeking Guidance • Reporting Violations • Investigations of Suspected Violations • Discipline for Code Violations • Non-Retaliation Policy Maintaining Safety and Accountability the Workplace • Illegal Harassme

Cavco Industries, Inc., Clawback Policy

CAVCO INDUSTRIES, INC. CLAWBACK POLICY Effective as of December 1, 2023 I.Introduction The Board of Directors (the “Board”) of Cavco Industries, Inc. (the “Company”) believes that it is in the best interest of the Company and its shareholders to adopt this Clawback Policy (the “Policy”) providing for the recoupment from certain Covered Executives (as defined below) of Incentive Compensation (as de

First Amendment to the Amended and Restated Credit Agreement, dated as of March 10, 2025, among Cavco Industries, Inc., the guarantors party thereto, and Bank of America, N.A., as administrative agent.

Exhibit 10.11 FIRST AMENDMENT THIS FIRST AMENDMENT TO THE AMENDED AND RESTATED CREDIT AGREEMENT (this “Amendment”), dated as of March 10, 2025, to the Credit Agreement referenced below is by and among CAVCO INDUSTRIES, INC., a Delaware corporation (the “Borrower”), the Guarantors identified on the signature pages hereto, the Lenders identified on the signature pages hereto and BANK OF AMERICA, N.A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended March 29, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-08822 CAVCO INDUSTRIES,

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 22, 2025 CAVCO INDUSTRIES, IN

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 22, 2025 CAVCO INDUSTRIES, INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission Fil

CAVCO INDUSTRIES REPORTS FISCAL 2025 FOURTH QUARTER AND YEAR END RESULTS Net income per diluted share was $4.47 and Adjusted net income (non-GAAP) per diluted share was $5.40 after previously announced non-cash charge

For additional information, contact: Mark Fusler Corporate Controller and Investor Relations investorrelations@cavco.

Cavco Unifies Under a Strong Brand Strategy Strategic brand alignment strengthens Cavco’s position in the affordable housing market and simplifies the homebuying journey

For additional information, contact: Colleen Rogers SVP – Marketing & Communications media@cavco.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 14, 2025 CAVCO INDUSTRIES I

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 14, 2025 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission Fi

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 28, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 000-08822 CAVCO

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 30, 2025 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission

CAVCO INDUSTRIES REPORTS FISCAL 2025 THIRD QUARTER RESULTS

For additional information, contact: Mark Fusler Corporate Controller and Investor Relations investorrelations@cavco.

Amended and Restated Credit Agreement

Execution Version AMENDED AND RESTATED CREDIT AGREEMENT Dated as of November 12, 2024 among CAVCO INDUSTRIES, INC.

Entry into a Material Definitive Agreement, Financial Statements and Exhibits, Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 12, 2024 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission

Offer Letter, dated as of July 30, 2024, between the Company and Regan Fackrell

Exhibit 10.1 July 30, 2024 Regan Fackrell St. George, UT Dear Regan, Thank you for your interest and your time to explore employment with Cavco Industries. It has been great sharing more of the Cavco story with you. We are delighted to have you join the Cavco family. It is my pleasure to confirm your offer as President - Cavco Insurance Division. Your knowledge, experience, and energy are a great

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 28, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 000-08822 CAVCO

Financial Statements and Exhibits, Results of Operations and Financial Condition, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 31, 2024 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission

CAVCO INDUSTRIES REPORTS FISCAL 2025 SECOND QUARTER RESULTS AND ANNOUNCES NEW $100 MILLION STOCK REPURCHASE PROGRAM

For additional information, contact: Mark Fusler Corporate Controller and Investor Relations investorrelations@cavco.

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 3, 2024 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission

Financial Statements and Exhibits, Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 30, 2024 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission Fil

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 1, 2024 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission Fi

CAVCO INDUSTRIES REPORTS FISCAL 2025 FIRST QUARTER RESULTS Improving Factory-built housing Results; High Claims in Insurance Operation

For additional information, contact: Mark Fusler Corporate Controller and Investor Relations investorrelations@cavco.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 29, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 000-08822 CAVCO INDU

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. )

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant x Filed by a Party other than the Registrant o Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) x Defin

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. )

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant x Filed by a Party other than the Registrant o Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) o Defin

Offer Letter, dated as of January 30, 2024, between the Company and Seth Schuknecht

January 9, 2024 Mr. Seth G. Schuknecht Dear Seth, Thank you for your interest and your time to explore employment with Cavco Industries. It has been great sharing the Cavco story with you. We are delighted to extend an offer for you to join the Cavco family. It is my pleasure to confirm your offer as Executive Vice President, General Counsel, Corporate Secretary, and Chief Compliance Officer at ou

Securities Trading Policy, dated October 30, 2023

CAVCO INDUSTRIES, INC. SECURITIES TRADING POLICY Effective Date: OCTOBER 30, 2023 This Securities Trading Policy (this “Policy”) sets forth guidelines with respect to transactions in the securities of Cavco Industries, Inc., (the “Company”) and the handling of confidential information about the Company and the companies with which the Company does business. The Company’s Board of Directors has ado

Code of Conduct

23300COCRev: 01.15.24 OUR CODE OF CONDUCT 1. BUILDING A FOUNDATION OF INTEGRITY • Understanding Our Code • Working Together • Maintaining the Code • Fulfilling Our Shared Obligations 2. IMPLEMENTING THE CODE • Seeking Guidance • Reporting Violations • Investigations of Suspected Violations • Discipline for Code Violations • Non-Retaliation Policy • Fair Labor Practices 3. MAINTAINING SAFETY AND AC

Severance Agreement, dated February 13, 2024, by and between Seth Schuknecht and Cavco Industries, Inc.

SEVERANCE AGREEMENT This SEVERANCE AGREEMENT (the “Agreement”) is entered into February 13, 2024 (the “Effective Date”), by and between Cavco Industries, Inc.

Cavco Industries, Inc., Clawback Policy

CAVCO INDUSTRIES, INC. CLAWBACK POLICY Effective as of December 1, 2023 I.Introduction The Board of Directors (the “Board”) of Cavco Industries, Inc. (the “Company”) believes that it is in the best interest of the Company and its shareholders to adopt this Clawback Policy (the “Policy”) providing for the recoupment from certain Covered Executives (as defined below) of Incentive Compensation (as de

, 2024, by and between Mickey R. Dragash and Cavco Industries, Inc.

FORM OF RELEASE OF CLAIMS This Release of Claims ("Agreement") is made and entered into by Mickey R.

List of Subsidiaries of Cavco

Exhibit 21 SUBSIDIARIES OF CAVCO INDUSTRIES, INC. As of March 30, 2024 Subsidiary Jurisdiction Catskill-Valley Homes, LLC Delaware Cavco Exchange LLC Delaware Chariot Eagle, LLC Florida Commodore Homes, LLC Delaware CountryPlace Acceptance Corp. Nevada CountryPlace Acceptance GP, LLC Texas CountryPlace Acceptance LP, LLC Delaware CountryPlace Mortgage, Ltd. Texas CRG Holdings, LLC Delaware Deming

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 23, 2024 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission File

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended March 30, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-08822 CAVCO INDUSTRIES I

CAVCO INDUSTRIES REPORTS FISCAL 2024 FOURTH QUARTER AND YEAR END RESULTS

For additional information, contact: Mark Fusler Corporate Controller and Investor Relations investorrelations@cavco.

Conflict Minerals Reports as required by Items 1.01 and 1.02 of this Form

Exhibit 1.01 Cavco Industries, Inc. Conflict Minerals Report For the Calendar Year Ending December 31, 2023 We have prepared and furnished this Conflict Minerals Report, for the calendar year ending December 31, 2023, pursuant to Rule 13p-1 under the Securities Exchange Act of 1934, as amended ("Rule 13p-1"). Please refer to Rule 13p-1, Form SD and the 1934 Act Release No. 34-67716 for definitions

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM SD Specialized Disclosure Report Cavco Industries, Inc. (Exact name of registrant as specified in its charter) Delaware 000-08822 (State or other jurisdiction of incorporati

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM SD Specialized Disclosure Report Cavco Industries, Inc. (Exact name of registrant as specified in its charter) Delaware 000-08822 (State or other jurisdiction of incorporation) (Commission File Number) 3636 North Central Avenue, Suite 1200 Phoenix, Arizona 85012 (Address of principal executive offices, including zip code)

CVCO / Cavco Industries, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 7)* Name of issuer: Cavco Industries Inc Title of Class of Securities: Common Stock CUSIP Number: 149568107 Date of Event Which Requires Filing of this Statement: December 29, 2023 Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

CVCO / Cavco Industries, Inc. / Capital World Investors - SEC SCHEDULE 13G Passive Investment

SC 13G 1 SEC13GFiling.htm SEC SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* Cavco Industries, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 149568107 (CUSIP Number) December 29, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to

CVCO / Cavco Industries, Inc. / STEGMAYER JOSEPH H - SC 13G/A Passive Investment

SC 13G/A 1 d769827dsc13ga.htm SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 3)* Cavco Industries, Inc. (Name of Issuer) Common Stock, par value $0.01 (Title of Class of Securities) 149568107 (CUSIP Number) December 31, 2023 (Date of Event Which Requires Filing of this Statement) Check the appro

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-08822 CAVCO I

Form of Officer Indemnification Agreement

INDEMNIFICATION AGREEMENT This INDEMNIFICATION AGREEMENT (the “Agreement”) is made and entered into as of the day of , 20 by and between Cavco Industries, Inc.

Fourth Amended and Restated Bylaws of Cavco

FOURTH AMENDED AND RESTATED BYLAWS OF CAVCO INDUSTRIES, INC. ARTICLE I. CAPITAL STOCK SECTION 1. Certificates. Shares of the capital stock of Cavco Industries, Inc., a Delaware corporation (the “Company”), shall be represented by certificates; provided, however, that the Board of Directors of the Company may provide by resolution or resolutions that some or all classes or series of the Company’s s

Financial Statements and Exhibits, Results of Operations and Financial Condition, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 30, 2024 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission

CAVCO INDUSTRIES REPORTS FISCAL 2024 THIRD QUARTER RESULTS AND ANNOUNCES NEW $100 MILLION STOCK REPURCHASE PROGRAM

For additional information, contact: Mark Fusler Corporate Controller and Investor Relations investorrelations@cavco.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-08822 CAVCO

Form of Cavco Industries, Inc. 2023 Omnibus Equity Incentive Plan Performance-based Restricted Stock Unit Award Agreement for Section 16 Employees and Above

Exhibit 10.1.5 CAVCO INDUSTRIES, INC. 2023 OMNIBUS EQUITY INCENTIVE PLAN PERFORMANCE-BASED RESTRICTED STOCK UNIT AWARD AGREEMENT (FOR SECTION 16 EMPLOYEES AND ABOVE) This Performance-Based Restricted Stock Unit Award Agreement (the “Agreement”) is made and entered into as of (the “Grant Date”) by and between Cavco Industries, Inc., a Delaware corporation (the “Company”), and (the “Grantee”), an em

Form of Cavco Industries, Inc. 2023 Omnibus Equity Incentive Plan Restricted Stock Unit Award Agreement for Section 16 Employees and Above

Exhibit 10.1.2 CAVCO INDUSTRIES, INC. 2023 OMNIBUS EQUITY INCENTIVE PLAN RESTRICTED STOCK UNIT AWARD AGREEMENT (FOR SECTION 16 EMPLOYEES AND ABOVE) This Restricted Stock Unit Award Agreement (the “Agreement”, “RSU Agreement” or “Agreement”) is made and entered into as of (the “Grant Date”) by and between Cavco Industries, Inc., a Delaware corporation (the “Company”), and (the “Grantee”), an employ

Form of Cavco Industries, Inc. 2023 Omnibus Equity Incentive Plan Restricted Stock Unit Award Agreement

Exhibit 10.1.1 CAVCO INDUSTRIES, INC. 2023 OMNIBUS EQUITY INCENTIVE PLAN RESTRICTED STOCK UNIT AWARD AGREEMENT This Restricted Stock Unit Award Agreement (the “Agreement”, “RSU Agreement” or “Agreement”) is made and entered into as of (the “Grant Date”) by and between Cavco Industries, Inc., a Delaware corporation (the “Company”), and (the “Grantee”), an employee of the Company, pursuant to the Ca

Form of Cavco Industries, Inc. 2023 Omnibus Equity Incentive Plan Performance-based Restricted Stock Unit Award Agreement

Exhibit 10.1.4 CAVCO INDUSTRIES, INC. 2023 OMNIBUS EQUITY INCENTIVE PLAN PERFORMANCE-BASED RESTRICTED STOCK UNIT AWARD AGREEMENT This Performance-Based Restricted Stock Unit Award Agreement (the “Agreement”) is made and entered into as of (the “Grant Date”) by and between Cavco Industries, Inc., a Delaware corporation (the “Company”), and (the “Grantee”), an employee of the Company, pursuant to th

Form of Cavco Industries, Inc. 2023 Omnibus Equity Incentive Plan Restricted Stock Unit Agreement for Non-Employee Directors

Exhibit 10.1.3 CAVCO INDUSTRIES, INC. 2023 OMNIBUS EQUITY INCENTIVE PLAN RESTRICTED STOCK UNIT AGREEMENT (for Non-Employee Directors) This Restricted Stock Unit Agreement (the “Restricted Stock Unit Agreement”, “RSU Agreement” or “Agreement”) is made and entered into as of (the “Date of Grant”) by and between Cavco Industries, Inc., a Delaware corporation (“Cavco” or the “Company”), and (the “Gran

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 2, 2023 CAVCO INDUSTRIES

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 2, 2023 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission

CAVCO INDUSTRIES REPORTS FISCAL 2024 SECOND QUARTER RESULTS

For additional information, contact: Mark Fusler Corporate Controller and Investor Relations investorrelations@cavco.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 1, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-08822 CAVCO INDUST

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits, Results of Operations and Financial Condition, Other Events, Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 1, 2023 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission Fi

CAVCO INDUSTRIES REPORTS FISCAL 2024 FIRST QUARTER RESULTS AND ANNOUNCES NEW $100 MILLION STOCK REPURCHASE PROGRAM

For additional information, contact: Mark Fusler Corporate Controller and Investor Relations investorrelations@cavco.

As filed with the Securities and Exchange Commission on August 1, 2023

As filed with the Securities and Exchange Commission on August 1, 2023 Registration No.

Filing Fee Table

Exhibit 107.1 Calculation of Filing Fee Table Form S-8 (Form Type) Cavco Industries, Inc. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered Proposed Maximum Offering Price Per Share Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Equity Common Stock $0.01 par val

Cavco Industries, Inc. 2023 Omnibus Equity Incentive Plan

Exhibit 99.1 CAVCO INDUSTRIES, INC. 2023 OMNIBUS EQUITY INCENTIVE PLAN ARTICLE 1 ESTABLISHMENT; PURPOSE; GLOSSARY 1.1 ESTABLISHMENT. Cavco Industries, Inc., a corporation organized under the laws of the State of Delaware (the “Company”), hereby establishes the Cavco Industries, Inc. 2023 Omnibus Equity Incentive Plan (the “Plan”). The Plan will supersede and replace the Company’s 2005 Stock Incent

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. )

DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2))

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. )

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defin

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. )

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☒ Defin

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM SD Specialized Disclosure Report Cavco Industries, Inc. (Exact name of registrant as specified in its charter) Delaware 000-08822 (State or other jurisdiction of incorporati

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM SD Specialized Disclosure Report Cavco Industries, Inc. (Exact name of registrant as specified in its charter) Delaware 000-08822 (State or other jurisdiction of incorporation) (Commission File Number) 3636 North Central Avenue, Suite 1200 Phoenix, Arizona 85012 (Address of principal executive offices, including zip code)

Conflict Minerals Reports as required by Items 1.01 and 1.02 of this Form

Exhibit 1.01 Cavco Industries, Inc. Conflict Minerals Report For the Calendar Year Ending December 31, 2022 We have prepared and furnished this Conflict Minerals Report, for the calendar year ending December 31, 2022, pursuant to Rule 13p-1 under the Securities Exchange Act of 1934, as amended ("Rule 13p-1"). Please refer to Rule 13p-1, Form SD and the 1934 Act Release No. 34-67716 for definitions

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended April 1, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-08822 CAVCO INDUSTRIES IN

List of Subsidiaries of Cavco

Exhibit 21 SUBSIDIARIES OF CAVCO INDUSTRIES, INC. As of April 1, 2023 Subsidiary Jurisdiction Catskill-Valley Homes, LLC Delaware Cavco Exchange LLC Delaware Chariot Eagle, LLC Florida Commodore Homes, LLC Delaware CountryPlace Acceptance Corp. Nevada CountryPlace Acceptance GP, LLC Texas CountryPlace Acceptance LP, LLC Delaware CountryPlace Mortgage, Ltd. Texas CRG Holdings, LLC Delaware Deming M

Form of Cavco Industries, Inc. 2005 Stock Incentive Plan Performance-based Restricted Stock Unit Award Agreement (2023)

Exhibit 10.2.9 CAVCO INDUSTRIES, INC. 2005 STOCK INCENTIVE PLAN PERFORMANCE-BASED RESTRICTED STOCK UNIT AWARD AGREEMENT (FOR EMPLOYEES) This Performance-Based Restricted Stock Unit Award Agreement (the “Agreement”) is made and entered into as of , 20 (the “Grant Date”) by and between Cavco Industries, Inc., a Delaware corporation (the “Company”) and (the “Grantee”), an employee of the Company, pur

Form of Cavco Industries, Inc. 2005 Stock Incentive Plan Restricted Stock Unit Agreement for Employees

Exhibit 10.2.8 CAVCO INDUSTRIES, INC. 2005 STOCK INCENTIVE PLAN RESTRICTED STOCK UNIT AGREEMENT (for Employees) This Restricted Stock Unit Agreement (the “Restricted Stock Unit Agreement”, “RSU Agreement” or “Agreement”) is made and entered into as of (the “Grant Date”) by and between Cavco Industries, Inc., a Delaware corporation (“Cavco” or the “Company”), and (the “Grantee”), an employee of the

CAVCO INDUSTRIES REPORTS FISCAL 2023 FOURTH QUARTER AND YEAR END RESULTS

For additional information, contact: Mark Fusler Corporate Controller and Investor Relations investorrelations@cavco.

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 18, 2023 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission File

CVCO / Cavco Industries Inc / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 6)* Name of issuer: Cavco Industries Inc. Title of Class of Securities: Common Stock CUSIP Number: 149568107 Date of Event Which Requires Filing of this Statement: February 28, 2023 Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

CVCO / Cavco Industries, Inc. / STEGMAYER JOSEPH H - SC 13G/A Passive Investment

SC 13G/A 1 d442869dsc13ga.htm SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2)* Cavco Industries, Inc. (Name of Issuer) Common Stock, par value $0.01 (Title of Class of Securities) 149568107 (CUSIP Number) December 31, 2022 (Date of Event Which Requires Filing of this Statement) Check the appro

CVCO / Cavco Industries, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment

SC 13G/A 1 tv0534-cavcoindustriesinc.htm SCHEDULE 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 5)* Name of issuer: Cavco Industries Inc. Title of Class of Securities: Common Stock CUSIP Number: 149568107 Date of Event Which Requires Filing of this Statement: December 30, 2022 Check the appropriate box to desi

CVCO / Cavco Industries, Inc. / WELLINGTON MANAGEMENT GROUP LLP - SEC SCHEDULE 13G Passive Investment

SC 13G/A 1 SEC13GFiling.htm SEC SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2 )* CAVCO INDUSTRIES INC. (Name of Issuer) Common Stock (Title of Class of Securities) 149568107 (CUSIP Number) December 30, 2022 (Date of Event Which Requires Filing of this Statement) Check the appropriate box

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-08822 CAVCO I

CAVCO INDUSTRIES REPORTS FISCAL 2023 THIRD QUARTER RESULTS AND PROVIDES BUSINESS UPDATES

For additional information, contact: Mark Fusler Corporate Controller and Investor Relations investorrelations@cavco.

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 2, 2023 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission

Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 3, 2023 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission F

CAVCO INDUSTRIES ANNOUNCES THE COMPLETION OF THE ACQUISITION OF MANUFACTURED HOME BUILDER AND RETAILER, SOLITAIRE HOMES

For additional information, contact: Mark Fusler Corporate Controller and Investor Relations News Release Email: investorrelations@cavco.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 22, 2022 CAVCO INDUSTRIE

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 22, 2022 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission

Credit Agreement, dated as of November 22, 2022, among Cavco Industries, Inc., the guarantors party thereto, and Bank of America, N.A., as administrative agent, swing line lender and letter of credit issuer.

CREDIT AGREEMENT Dated as of November 22, 2022 among CAVCO INDUSTRIES, INC., as the Borrower, CERTAIN SUBSIDIARIES OF THE BORROWER PARTY HERETO, as the Guarantors, BANK OF AMERICA, N.A., as Administrative Agent, Swing Line Lender and L/C Issuer, and THE LENDERS PARTY HERETO BANK OF AMERICA, N.A., as Sole Lead Arranger and Sole Bookrunner TABLE OF CONTENTS Page ARTICLE I DEFINITIONS AND ACCOUNTING

Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 3, 2022 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commissio

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 1, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-08822 CAVCO IND

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 3, 2022 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission

CAVCO INDUSTRIES REPORTS FISCAL 2023 SECOND QUARTER RESULTS, DISCUSSES PLANNED ACQUISITION OF SOLITAIRE HOMES AND PROVIDES FURTHER BUSINESS UPDATES

For additional information, contact: Mark Fusler Corporate Controller and Investor Relations investorrelations@cavco.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 26, 2022 CAVCO INDUSTRIES

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 26, 2022 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission

CAVCO INDUSTRIES ANNOUNCES PLANNED ACQUISITION OF MANUFACTURED HOME BUILDER AND RETAILER, SOLITAIRE HOMES

For additional information, contact: Mark Fusler Corporate Controller and Investor Relations News Release Email: investorrelations@cavco.

Planned Acquisition of Solitaire Homes, Inc. October 28, 2022 FACTORY-BUILT HOUSING SOLUTIONS 2 Solitaire Homes Overview • Solitaire Homes (“Solitaire”) is a family-owned, vertically integrated factory-built housing manufacturer and retailer • Owned

cvco-20221027xex992 Planned Acquisition of Solitaire Homes, Inc. October 28, 2022 FACTORY-BUILT HOUSING SOLUTIONS 2 Solitaire Homes Overview • Solitaire Homes (“Solitaire”) is a family-owned, vertically integrated factory-built housing manufacturer and retailer • Owned and operated by the Elliott family since its founding in 1965 • Headquartered in Duncan, OK • 4 manufacturing facilities • 1,577 h

Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 23, 2022 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commissio

CAVCO INDUSTRIES REPORTS ACCEPTANCE OF SETTLEMENT IN SEC ACTION

For additional information, contact: Mark Fusler Corporate Controller and Investor Relations News Release Email: investorrelations@cavco.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 2, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-08822 CAVCO INDUST

Financial Statements and Exhibits, Results of Operations and Financial Condition, Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 2, 2022 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission Fi

CAVCO INDUSTRIES REPORTS FISCAL 2023 FIRST QUARTER RESULTS

For additional information, contact: Mark Fusler Director of Financial Reporting and Investor Relations investorrelations@cavco.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No._____)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(

CVCO / Cavco Industries, Inc. / STEGMAYER JOSEPH H - SC 13G/A Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1)* Cavco Industries, Inc. (Name of Issuer) Common Stock, par value $0.01 (Title of Class of Securities) 149568107 (CUSIP Number) July 1, 2022 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. 1)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. 1) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ?Preliminary Proxy Statement ?Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No._____)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ?Preliminary Proxy Statement ?Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No._____)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ?Preliminary Proxy Statement ?Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)

List of Subsidiaries of Cavco

Exhibit 21 SUBSIDIARIES OF CAVCO INDUSTRIES, INC. As of April 2, 2022 Subsidiary Jurisdiction Cavco Exchange, LLC Delaware Chariot Eagle, LLC Florida Commodore Homes, LLC Delaware CountryPlace Acceptance Corp. Nevada CountryPlace Acceptance GP, LLC Texas CountryPlace Acceptance LP, LLC Delaware CountryPlace Mortgage, Ltd. Texas CountryPlace Mortgage Holdings, LLC Delaware CRG Holdings, LLC Delawar

Form of Cavco Industries, Inc. 2005 Stock Incentive Plan Performance-based Restricted Stock Unit Award Agreement (2022)

Exhibit 10.2.7 CAVCO INDUSTRIES, INC. 2005 STOCK INCENTIVE PLAN PERFORMANCE-BASED RESTRICTED STOCK UNIT AWARD AGREEMENT (FOR EMPLOYEES) This Performance-Based Restricted Stock Unit Award Agreement (the ?Agreement?) is made and entered into as of , 20 (the ?Grant Date?) by and between Cavco Industries, Inc., a Delaware corporation (the ?Company?) and (the ?Grantee?), an employee of the Company, pur

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended April 2, 2022 or ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-08822 CAVCO INDUSTRIES IN

Conflict Minerals Reports as required by Items 1.01 and 1.02 of this Form

EX-1.01 2 cvco-20211231xsdex101.htm EX-1.01 Exhibit 1.01 Cavco Industries, Inc. Conflict Minerals Report For the Calendar Year Ending December 31, 2021 We have prepared and furnished this Conflict Minerals Report, for the calendar year ending December 31, 2021, pursuant to Rule 13p-1 under the Securities Exchange Act of 1934, as amended ("Rule 13p-1"). Please refer to Rule 13p-1, Form SD and the 1

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM SD Specialized Disclosure Report Cavco Industries, Inc. (Exact name of registrant as specified in its charter) Delaware 000-08822 (State or other jurisdiction of incorporati

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM SD Specialized Disclosure Report Cavco Industries, Inc. (Exact name of registrant as specified in its charter) Delaware 000-08822 (State or other jurisdiction of incorporation) (Commission File Number) 3636 North Central Avenue, Suite 1200 Phoenix, Arizona 85012 (Address of principal executive offices, including zip code)

Financial Statements and Exhibits, Results of Operations and Financial Condition, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 26, 2022 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission File

CAVCO INDUSTRIES REPORTS FISCAL 2022 FOURTH QUARTER AND YEAR END RESULTS AND ANNOUNCES NEW $100 MILLION STOCK REPURCHASE PROGRAM

For additional information, contact: Mark Fusler Director of Financial Reporting and Investor Relations investorrelations@cavco.

CAVCO INDUSTRIES ANNOUNCES CLOSING OF ACQUISITION OF MANUFACTURING FACILITY IN NORTH CAROLINA, EXPANDING AFFORDABLE HOME PRODUCTION CAPABILITIES

For additional information, contact: Mark Fusler Director of Financial Reporting and Investor Relations News Release Email: investorrelations@cavco.

Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 21, 2022 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission Fi

Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 28, 2022 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission

CAVCO INDUSTRIES ANNOUNCES ACQUISITION OF MANUFACTURING FACILITY IN NORTH CAROLINA, EXPANDING AFFORDABLE HOME PRODUCTION CAPABILITIES

For additional information, contact: Mark Fusler Director of Financial Reporting and Investor Relations News Release Email: investorrelations@cavco.

CVCO / Cavco Industries, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 4)* Name of issuer: Cavco Industries Inc. Title of Class of Securities: Common Stock CUSIP Number: 149568107 Date of Event Which Requires Filing of this Statement: December 31, 2021 Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended January 1, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-08822 CAVCO IND

CVCO / Cavco Industries, Inc. / WELLINGTON MANAGEMENT GROUP LLP - SEC SCHEDULE 13G Passive Investment

SC 13G/A 1 SEC13GFiling.htm SEC SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1 )* CAVCO INDUSTRIES INC. (Name of Issuer) Common Stock (Title of Class of Securities) 149568107 (CUSIP Number) December 31, 2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate box

CAVCO INDUSTRIES REPORTS RECORD FISCAL 2022 THIRD QUARTER RESULTS

For additional information, contact: Mark Fusler Director of Financial Reporting and Investor Relations investorrelations@cavco.

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 3, 2022 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission

CVCO / Cavco Industries, Inc. / GAMCO INVESTORS, INC. ET AL Activist Investment

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 28) Cavco Industries, Inc. (Name of Issuer) Common Stock $0.01 Par Value Per Share (Title of Class of Securities) 149568107 (CUSIP Number) David Goldman GAMCO Investors, Inc. One Corporate Center Rye, New York 10580-1435 (914) 921-5000 (Name, Address and Telephone Number

Severance Agreement, dated as of November 2, 2021, by and between Allison K. Aden and Cavco Industries, Inc.

SEVERANCE AGREEMENT This SEVERANCE AGREEMENT (the ?Agreement?) is entered into November 2, 2021 (the ?Effective Date?), by and between Cavco Industries, Inc.

Form of Change in Control Agreement

FORM OF CHANGE IN CONTROL AGREEMENT This CHANGE IN CONTROL AGREEMENT (the ?Agreement?) is entered into (the ?Effective Date?), by and between Cavco Industries, Inc.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 2, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-08822 CAVCO IND

CAVCO INDUSTRIES REPORTS RECORD FISCAL 2022 SECOND QUARTER RESULTS

For additional information, contact: Mark Fusler Director of Financial Reporting and Investor Relations investorrelations@cavco.

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 4, 2021 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission

Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 24, 2021 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commissio

CAVCO INDUSTRIES ANNOUNCES THE COMPLETION OF THE ACQUISITION OF MANUFACTURED AND MODULAR HOME BUILDER THE COMMODORE CORPORATION

For additional information, contact: Mark Fusler Director of Financial Reporting and Investor Relations News Release Phone: 602-256-6263 On the Internet: www.

Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 3, 2021 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission

CAVCO INDUSTRIES COMMENTS ON SEC COMPLAINT

For additional information, contact: Mark Fusler Director of Financial Reporting and Investor Relations investorrelations@cavco.

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits, Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 5, 2021 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission Fi

CAVCO INDUSTRIES NAMES ALLISON K. ADEN AS CHIEF FINANCIAL OFFICER

For additional information, contact: Wallace Campbell Director, Communications wallace.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 3, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-08822 CAVCO INDUST

CAVCO INDUSTRIES REPORTS RECORD FISCAL 2022 FIRST QUARTER RESULTS AND PROVIDES FURTHER BUSINESS UPDATES

For additional information, contact: Mark Fusler Director of Financial Reporting and Investor Relations investorrelations@cavco.

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 5, 2021 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission Fi

CAVCO INDUSTRIES ANNOUNCES PLANNED ACQUISITION OF MANUFACTURED AND MODULAR HOME BUILDER THE COMMODORE CORPORATION

For additional information, contact: Mark Fusler Director of Financial Reporting and Investor Relations investorrelations@cavco.

EX-99.2

Cavco Industries, Inc. Nasdaq: CVCO A C Q U I S I T I O N O F T H E C O M M O D O R E C O R P O R A T I O N P R E S E N T A T I O N J U L Y 2 0 2 1 investor.cavco.com FACTORY-BUILT HOUSING SOLUTIONS2 • 3,700 homes (6,600 modules) shipped in LTM March 2021 • 6 manufacturing facilities • 2 wholly owned retail stores • 1,210 employees • More than doubles Cavco’s Modular capacity • The Commodore Corpo

Cavco Industries, Inc. Nasdaq: CVCO A C Q U I S I T I O N O F T H E C O M M O D O R E C O R P O R A T I O N P R E S E N T A T I O N J U L Y 2 0 2 1 investor.cavco.com FACTORY-BUILT HOUSING SOLUTIONS 2 • 3,700 homes (6,600 modules) shipped in LTM Marc

Cavco Industries, Inc. Nasdaq: CVCO A C Q U I S I T I O N O F T H E C O M M O D O R E C O R P O R A T I O N P R E S E N T A T I O N J U L Y 2 0 2 1 investor.cavco.com FACTORY-BUILT HOUSING SOLUTIONS 2 ? 3,700 homes (6,600 modules) shipped in LTM March 2021 ? 6 manufacturing facilities ? 2 wholly owned retail stores ? 1,210 employees ? More than doubles Cavco?s Modular capacity ? The Commodore Corp

Asset Purchase Agreement, dated July 23, 2021, by and among Commodore Homes, LLC, The Commodore Corporation, TCC Clarion Limited Partnership, TCC Pennwest, LLC and each of the individual equityholders named therein, and Barry S. Shein, in his capacity as Sellers' representative

Execution Version ASSET PURCHASE AGREEMENT by and among COMMODORE HOMES, LLC as Purchaser, and THE COMMODORE CORPORATION, TCC CLARION LIMITED PARTNERSHIP and TCC PENNWEST, LLC, as Sellers, and THE EQUITYHOLDERS LISTED ON THE SIGNATURE PAGES HERETO and BARRY S.

Regulation FD Disclosure, Entry into a Material Definitive Agreement, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 23, 2021 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission Fil

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 28, 2021 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission Fil

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No._____)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ?Preliminary Proxy Statement ?Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No._____)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ?Preliminary Proxy Statement ?Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended April 3, 2021 or ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-08822 CAVCO INDUSTRIES IN

Conflict Minerals Reports as required by Items 1.01 and 1.02 of this Form

Exhibit 1.01 Cavco Industries, Inc. Conflict Minerals Report For the Calendar Year Ending December 31, 2020 We have prepared and furnished this Conflict Minerals Report, for the calendar year ending December 31, 2020, pursuant to Rule 13p-1 under the Securities Exchange Act of 1934, as amended ("Rule 13p-1"). Please refer to Rule 13p-1, Form SD and the 1934 Act Release No. 34-67716 for definitions

Separation Agreement, dated as of February 19, 2021, by and between Cavco Industries, Inc

Exhibit 10.3.9 Separation Agreement, dated as of February 19, 2021, by and between Cavco Industries, Inc. and Daniel L. Urness This Separation Agreement (?Agreement?) is made and entered into by and between Daniel L. Urness (?Executive?) and Cavco Industries, Inc. (the ?Company?) on the date set forth below, to be effective on the Separation Date (as defined herein). Each of Executive and the Comp

List of Subsidiaries of Cavco

Exhibit 21 SUBSIDIARIES OF CAVCO INDUSTRIES, INC. As of April 3, 2021 Subsidiary Jurisdiction Cavco Exchange, LLC Delaware Chariot Eagle, LLC Florida CountryPlace Acceptance Corp. Nevada CountryPlace Acceptance GP, LLC Texas CountryPlace Acceptance LP, LLC Delaware CountryPlace Mortgage, Ltd. Texas CountryPlace Mortgage Holdings, LLC Delaware CRG Holdings, LLC Delaware Destiny Homes, LLC Delaware

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM SD Specialized Disclosure Report Cavco Industries, Inc. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM SD Specialized Disclosure Report Cavco Industries, Inc. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No.) 3636 North Central Avenue, Suite 1200 Phoenix, Arizona 85012 (Address of pri

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 26, 2021 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission File

CAVCO INDUSTRIES REPORTS STRONG FISCAL 2021 FOURTH QUARTER AND YEAR END RESULTS

For additional information, contact: Mark Fusler Director of Financial Reporting and Investor Relations investorrelations@cavco.

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 27, 2021 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission Fi

CAVCO INDUSTRIES, INC. ANNOUNCES CHARLEY LOTT TO RETIRE AS PRESIDENT OF FLEETWOOD HOMES, INC.; BRIAN CIRA NAMED PRESIDENT, MANUFACTURED HOUSING OF CAVCO INDUSTRIES, INC.

For additional information, contact: Mark Fusler Director of Financial Reporting and Investor Relations investorrelations@cavco.

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 19, 2021 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission

SCHEDULE 13G

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 4 )* Cavco Industries Inc (Name of Issuer) Common Stock (Title of Class of Securities) 149568107 (CUSIP Number) December 31, 2020 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this S

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 3)*

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 3)* Name of issuer: Cavco Industries Inc. Title of Class of Securities: Common Stock CUSIP Number: 149568107 Date of Event Which Requires Filing of this Statement: December 31, 2020 Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

SCHEDULE 13G

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* CAVCO INDUSTRIES INC. (Name of Issuer) Common Stock (Title of Class of Securities) 149568107 (CUSIP Number) December 31, 2020 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Sc

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 26, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-08822 CAVCO I

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 28, 2021 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission

CAVCO INDUSTRIES REPORTS FISCAL 2021 THIRD QUARTER RESULTS

For additional information, contact: Mark Fusler Director of Financial Reporting and Investor Relations investorrelations@cavco.

Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 20, 2020 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission

Quarterly Report - 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 26, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-08822 CAVCO

CAVCO INDUSTRIES REPORTS FISCAL 2021 SECOND QUARTER RESULTS AND ANNOUNCES NEW $100 MILLION STOCK REPURCHASE PROGRAM

For additional information, contact: Mark Fusler Director of Financial Reporting and Investor Relations investorrelations@cavco.

Financial Statements and Exhibits, Results of Operations and Financial Condition, Other Events - 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 29, 2020 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 25, 2020 CAVCO INDUSTRI

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 25, 2020 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commissio

Quarterly Report - 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 27, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-08822 CAVCO INDUS

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 30, 2020 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission Fil

CAVCO INDUSTRIES REPORTS FISCAL 2021 FIRST QUARTER RESULTS

For additional information, contact: Mark Fusler Director of Financial Reporting and Investor Relations investorrelations@cavco.

Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 28, 2020 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission Fil

- DEF 14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐Preliminary Proxy Statement ☐Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)

- DEFA14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐Preliminary Proxy Statement ☐Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)

Conflict Minerals Reports as required by Items 1.01 and 1.02 of this Form

Exhibit 1.01 Cavco Industries, Inc. Conflict Minerals Report For the Calendar Year Ending December 31, 2019 We have prepared and furnished this Conflict Minerals Report, for the calendar year ending December 31, 2019, pursuant to Rule 13p-1 under the Securities Exchange Act of 1934, as amended ("Rule 13p-1"). Please refer to Rule 13p-1, Form SD and the 1934 Act Release No. 34-67716 for definitions

- SD

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM SD Specialized Disclosure Report Cavco Industries, Inc. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No.) 3636 North Central Avenue, Suite 1200 Phoenix, Arizona 85012 (Address of pri

List of Subsidiaries of Cavco

Exhibit 21 LIST OF CONSOLIDATED SUBSIDIARIES OF CAVCO Chariot Eagle, LLC, a Florida Limited Liability Company CountryPlace Acceptance Corp.

Severance Agreement, dated April 14, 2020, by and between Simone Reynolds and Cavco Industries, Inc.

Severance Agreement This SEVERANCE AGREEMENT (the “Agreement”) is entered into April 14, 2020 (the “Effective Date”), by and between Cavco Industries, Inc.

Annual Report - 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended March 28, 2020 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-08822 CAVCO INDUSTRIES I

Offer Letter, dated as of January 7, 2020, between the Company and Matthew Niño

Offer Letter, Dated January 7, 2020, Between the Company and Matthew Nino January 7, 2020 Mr.

Cavco Industries, Inc. Clawback Policy

CAVCO INDUSTRIES, INC. CLAWBACK POLICY Effective as of October 21, 2019 I. Introduction The Board of Directors (the “Board”) of Cavco Industries, Inc. (the “Company”) believes that it is in the best interest of the Company and its shareholders to adopt this Clawback Policy (the “Policy”) providing for the recoupment from certain Covered Executives (as defined below) of Incentive Compensation (as d

Larry Keener Retirement Letter, dated January 28, 2020

Larry Keener Retirement Letter, Dated January 28, 2020 January 28, 2020 Mr. Bill Boor CEO and President, Cavco Industries 3636 North Central Avenue Phoenix, AZ 85012 Dear Bill, Please accept this letter as notification of my decision to retire effective March 28, 2020. Accordingly, I will be resigning all of my positions with Palm Harbor Villages, Standard Casualty Insurance and, all other Cavco o

Description of Registrant's Securities registered under Section 12 of the Securities Exchange Act of 1934, as amended.

DESCRIPTION OF THE REGISTRANT’S SECURITIES REGISTERED PURSUANT TO SECTION 12 OF THE SECURITIES EXCHANGE ACT OF 1934 The following summary of the capital stock of Cavco Industries, Inc.

Severance Agreement, dated May 20, 2020, by and between Steven K. Like and Cavco Industries, Inc.

Severance Agreement This SEVERANCE AGREEMENT (the “Agreement”) is entered into May 20, 2020 (the “Effective Date”), by and between Cavco Industries, Inc.

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 26, 2020 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission File

Three Months Ended March 28, 2020 March 30, 2019 Net revenue Unrealized (losses)/gains on equity investments in financial services segment $ (2.0 ) $ 0.6 Cost of sales Non-cash valuation adjustments from economic conditions stemming from the pandemic

For additional information, contact: Mark Fusler Director of Financial Reporting and Investor Relations investorrelations@cavco.

Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 30, 2020 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission Fi

CAVCO INDUSTRIES PROVIDES BUSINESS UPDATE ON CORONAVIRUS (COVID-19) PANDEMIC

For additional information, contact: Mark Fusler Director of Financial Reporting and Investor Relations investorrelations@cavco.

CVCO / Cavco Industries, Inc. / DIMENSIONAL FUND ADVISORS LP - SCHEDULE 13G/A Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 3)* CAVCO INDUSTRIES INC (Name of Issuer) Common Stock (Title of Class of Securities) 149568107 (CUSIP Number) December 31, 2019 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Sc

CVCO / Cavco Industries, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 2)* Name of issuer: Cavco Industries Inc Title of Class of Securities: Common Stock CUSIP Number: 149568107 Date of Event Which Requires Filing of this Statement: December 31, 2019 Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 28, 2020 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission

LARRY KEENER TO RETIRE AS PRESIDENT, RETAIL AT CAVCO INDUSTRIES, INC.; MATT NIÑO NAMED AS REPLACEMENT

For additional information, contact: Mark Fusler Director of Financial Reporting and Investor Relations investorrelations@cavco.

Quarterly Report - 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 28, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-08822 CAVCO I

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 30, 2020 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission

CAVCO INDUSTRIES REPORTS FISCAL 2020 THIRD QUARTER RESULTS

For additional information, contact: Mark Fusler Director of Financial Reporting and Investor Relations investorrelations@cavco.

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 27, 2020 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission

Third Amended and Restated Bylaws of Cavco

THIRD AMENDED AND RESTATED BYLAWS OF CAVCO INDUSTRIES, INC. ARTICLE I. CAPITAL STOCK SECTION 1. Certificates. Shares of the capital stock of Cavco Industries, Inc., a Delaware corporation (the “Company”), shall be represented by certificates; provided, however, that the Board of Directors of the Company may provide by resolution or resolutions that some or all classes or series of the Company’s st

CAVCO INDUSTRIES APPOINTS STEVEN W. MOSTER TO BOARD OF DIRECTORS

For additional information, contact: Mark Fusler Director of Financial Reporting and Investor Relations investorrelations@cavco.

Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 13, 2020 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission

CVCO / Cavco Industries, Inc. / GAMCO INVESTORS, INC. ET AL Activist Investment

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 27) Cavco Industries, Inc. (Name of Issuer) Common Stock $0.01 Par Value Per Share (Title of Class of Securities) 149568107 (CUSIP Number) David Goldman GAMCO Investors, Inc. One Corporate Center Rye, New York 10580-1435 (914) 921-5000 (Name, Address and Telephone Number

Quarterly Report - 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 28, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-08822 CAVCO

CAVCO INDUSTRIES REPORTS FISCAL 2020 SECOND QUARTER RESULTS

For additional information, contact: Mark Fusler Director of Financial Reporting and Investor Relations investorrelations@cavco.

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 28, 2019 CAVCO INDUSTRIES INC. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission

Quarterly Report - 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 29, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-08822 CAVCO INDUS

CAVCO INDUSTRIES REPORTS FISCAL 2020 FIRST QUARTER RESULTS

For additional information, contact: Mark Fusler Director of Financial Reporting and Investor Relations investorrelations@cavco.

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 29, 2019 Cavco Industries, Inc. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission Fi

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 9, 2019 Cavco Industries, Inc. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission Fil

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 21, 2019 Cavco Industries, Inc. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission Fi

CVCO / Cavco Industries, Inc. DEFA14A - - DEFA14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant x Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement ¨ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(

CVCO / Cavco Industries, Inc. DEF 14A - - DEF 14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐Preliminary Proxy Statement ☐Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)

Conflict Minerals Reports as required by Items 1.01 and 1.02 of this Form

Exhibit 1.01 Cavco Industries, Inc. Conflict Minerals Report For the Calendar Year Ending December 31, 2018 We have prepared and furnished this Conflict Minerals Report, for the calendar year ending December 31, 2018, pursuant to Rule 13p-1 under the Securities Exchange Act of 1934, as amended ("Rule 13p-1"). Please refer to Rule 13p-1, Form SD and the 1934 Act Release No. 34-67716 for definitions

CVCO / Cavco Industries, Inc. SD - - FORM SD

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM SD Specialized Disclosure Report Cavco Industries, Inc. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No.) 3636 North Central Avenue, Suite 1200 Phoenix, Arizona 85014 (Address of pri

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Entry into a Material Definitive Agreement, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 29, 2019 Cavco Industries, Inc. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission Fil

CAVCO INDUSTRIES APPOINTS JULIA W. SZE TO BOARD OF DIRECTORS

For additional information, contact: Mark Fusler Director of Financial Reporting investorrelations@cavco.

EX-24

POWER OF ATTORNEY Know all by these presents, that the undersigned hereby constitutes and appoints each of Mickey R.

List of Subsidiaries of Cavco

Exhibit 21 LIST OF CONSOLIDATED SUBSIDIARIES OF CAVCO Chariot Eagle, LLC, a Florida Limited Liability Company CountryPlace Acceptance Corp.

Annual Report - 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ý ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended March 30, 2019 or ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-08822 Cavco Industries,

Form of Cavco Industries, Inc. 2005 Stock Incentive Plan Restricted Stock Unit Agreement

Exhibit 10.2.10 CAVCO INDUSTRIES, INC. 2005 STOCK INCENTIVE PLAN RESTRICTED STOCK UNIT AGREEMENT (for Non-Employee Directors) This Restricted Stock Unit Agreement (the “Restricted Stock Unit Agreement”, “RSU Agreement” or “Agreement”) is made and entered into as of , 20 (the “Grant Date”) by and between Cavco Industries, Inc., a Delaware corporation (“Cavco” or the “Company”), and (the “Grantee”),

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 23, 2019 Cavco Industries, Inc. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission Fil

Three Months Ended March 30, 2019 Net revenue Unrealized gains on equity investments in the financial services segment $ 0.6 Selling, general and administrative expenses Legal and other expenses related to the Company's internal investigation and res

For additional information, contact: Mark Fusler Director of Financial Reporting investorrelations@cavco.

Amendment to the 2018 Stock Option Award Agreement effective as of April 15, 2019, by and between the Company and Dan Urness

Exhibit 10.3 AMENDMENT TO DANIEL L. URNESS STOCK OPTION DATED JULY 10, 2018 This Amendment is made to that certain Stock Option Agreement dated as of July 10, 2018 (the “Option”) between Cavco Industries, Inc. (the “Company”) and Daniel L. Urness (the “Optionee”) as is effective as of April 15, 2019 (the “Effective Date”). Pursuant to the authority reserved to the Compensation Committee of the Boa

Amendment to the 2017 Stock Option Award Agreement effective as of April 15, 2019, by and between the Company and Dan Urness

Exhibit 10.2 AMENDMENT TO DANIEL L. URNESS STOCK OPTION DATED JULY 18, 2017 This Amendment is made to that certain Stock Option Agreement dated as of July 18, 2017 (the “Option”) between Cavco Industries, Inc. (the “Company”) and Daniel L. Urness (the “Optionee”) as is effective as of April 15, 2019 (the “Effective Date”). Pursuant to the authority reserved to the Compensation Committee of the Boa

Employment Agreement, dated as of April 1, 2019, by and between Daniel L. Urness and Cavco Industries, Inc.

Exhibit 10.4 Employment Agreement This EMPLOYMENT AGREEMENT (the “Agreement”) is entered into April 1, 2019 and made effective as of April 15, 2019 (the “Effective Date”), by and between Cavco Industries, Inc., a corporation organized under the laws of the State of Delaware (the “Company”), and Daniel Urness (“Executive”) (the Company and Executive are sometimes collectively referred to herein as

Employment Agreement, dated as of April 1, 2019, by and between William C. Boor and Cavco Industries, Inc.

Exhibit 10.1 Employment Agreement This EMPLOYMENT AGREEMENT (the “Agreement”) is entered into April 1, 2019 and made effective as of April 15, 2019 (the “Effective Date”), by and between Cavco Industries, Inc., a corporation organized under the laws of the State of Delaware (the “Company”), and William C. Boor (“Executive”) (the Company and Executive are sometimes collectively referred to herein a

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Entry into a Material Definitive Agreement, Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 29, 2019 Cavco Industries, Inc. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission F

CAVCO INDUSTRIES NAMES WILLIAM BOOR CHIEF EXECUTIVE OFFICER

Media Contact: John Lovallo Phone: 917-612-8419 Email: [email protected] News Release FOR IMMEDIATE RELEASE CAVCO INDUSTRIES NAMES WILLIAM BOOR CHIEF EXECUTIVE OFFICER Acting CEO Daniel Urness to resume former role of Chief Financial Officer Steven Bunger assumes non-executive Chair of the Board responsibilities Richard Kerley appointed Audit Committee Chair PHOENIX, AZ - April 2, 2019 - Cavco I

Form of Indemnification Agreement

Exhibit 10.5 INDEMNIFICATION AGREEMENT This INDEMNIFICATION AGREEMENT (the “Agreement”) is made and entered into as of the day of , 20 by and between Cavco Industries, Inc., a Delaware corporation (the “Company”), and (the “Officer”). RECITALS A. The Board of Directors of the Company (the “Board”) believes that highly competent persons have become more reluctant to serve publicly-held corporations

Employment Agreement, dated as of April 1, 2019, by and between Mickey R. Dragash and Cavco Industries, Inc.

Exhibit 10.6 Employment Agreement This EMPLOYMENT AGREEMENT (the “Agreement”) is entered into April 1, 2019 and made effective as of April 15, 2019 (the “Effective Date”), by and between Cavco Industries, Inc., a corporation organized under the laws of the State of Delaware (the “Company”), and Mickey R. Dragash (“Executive”) (the Company and Executive are sometimes collectively referred to herein

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Entry into a Material Definitive Agreement, Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 22, 2019 Cavco Industries, Inc. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commissio

CAVCO INDUSTRIES APPOINTS RICHARD A. KERLEY TO BOARD OF DIRECTORS

Media Contact: John Lovallo Phone: 917-612-8419 Email: [email protected] News Release FOR IMMEDIATE RELEASE CAVCO INDUSTRIES APPOINTS RICHARD A. KERLEY TO BOARD OF DIRECTORS Former Deloitte & Touche LLP Audit Partner Will Contribute Significant Audit and Financial Expertise to Board Company Also Announces Creation of Board Legal and Compliance Oversight Committee PHOENIX, AZ - (February 25, 2019

CVCO / Cavco Industries, Inc. / VANGUARD GROUP INC Passive Investment

cavcoindustriesinc.htm - Generated by SEC Publisher for SEC Filing SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 1 )* Name of issuer: Cavco Industries Inc Title of Class of Securities: Common Stock CUSIP Number: 149568107 Date of Event Which Requires Filing of this Statement: December 31, 2018 Check the appropriate

CVCO / Cavco Industries, Inc. / DIMENSIONAL FUND ADVISORS LP - SCHEDULE 13G/A Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2)* CAVCO INDUSTRIES INC (Name of Issuer) Common Stock (Title of Class of Securities) 149568107 (CUSIP Number) December 31, 2018 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Sc

Offer Letter, dated as of January 29, 2019, between the Company and Mickey R. Dragash

Cavco Industries, Inc. 3636 North Central Avenue, Suite 1200, Phoenix, Arizona 85012 January 28, 2019 Mickey R Dragash [Address] [City, State Zip] Dear Mick, It has been great getting to know you during the interview process for the last several weeks. We would like to offer you the opportunity to join the Cavco team. Your knowledge and enthusiasm appear to be a great match with the company. The f

CAVCO INDUSTRIES NAMES MICKEY R. DRAGASH GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER AND CORPORATE SECRETARY

Media Contact: John Lovallo Phone: 917-612-8419 Email: [email protected] News Release FOR IMMEDIATE RELEASE CAVCO INDUSTRIES NAMES MICKEY R. DRAGASH GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER AND CORPORATE SECRETARY PHOENIX, AZ, February 7, 2019 – Cavco Industries, Inc. (NASDAQ: CVCO) ("Cavco" or the "Company") today announced that the Company has named Mickey R. Dragash ("Mick") as Executive Vic

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Entry into a Material Definitive Agreement, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 5, 2019 Cavco Industries, Inc. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission

CVCO / Cavco Industries, Inc. 10-Q (Quarterly Report)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ý QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 29, 2018 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-08822 Cavco I

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 4, 2019 Cavco Industries, Inc. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission

CAVCO INDUSTRIES REPORTS FISCAL 2019 THIRD QUARTER RESULTS AND CORPORATE UPDATE

For additional information, contact: Mark Fusler Director of Financial Reporting investorrelations@cavco.

Form of Indemnification Agreement

INDEMNIFICATION AGREEMENT This INDEMNIFICATION AGREEMENT (the “Agreement”) is made and entered into as of the day of , 20 by and between Cavco Industries, Inc.

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Entry into a Material Definitive Agreement, Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 8, 2019 Cavco Industries, Inc. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission

CAVCO INDUSTRIES APPOINTS SUSAN L. BLOUNT TO BOARD OF DIRECTORS Former EVP and General Counsel of Prudential Financial Inc. will Bolster the Board's Financial Services, Governance and Insurance Expertise

Media Contact: John Lovallo Phone: 917-612-8419 Email: [email protected] News Release FOR IMMEDIATE RELEASE CAVCO INDUSTRIES APPOINTS SUSAN L. BLOUNT TO BOARD OF DIRECTORS Former EVP and General Counsel of Prudential Financial Inc. will Bolster the Board's Financial Services, Governance and Insurance Expertise PHOENIX, AZ, January 8, 2019 – Cavco Industries, Inc. (NASDAQ: CVCO) today announced t

Form of Stock Option Agreement for Stock Incentive Plan

CAVCO INDUSTRIES, INC. STOCK OPTION AGREEMENT Dear [NAME]: Effective [DATE], you have been granted a non-qualified Option to purchase up to [NUMBER OF SHARES] shares of the common stock, par value $.01 per share, of Cavco Industries, Inc., a Delaware corporation (the "Company"), for [OPTION PRICE] per share (the “Option”). This Option is granted under the Cavco Industries, Inc. 2005 Stock Incentiv

Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year, Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 10, 2018 Cavco Industries, Inc. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commissio

Second Amended and Restated Bylaws (incorporated by reference to the Company’s Current Report on Form 8-K filed on December 11, 2018)

SECOND AMENDED AND RESTATED BYLAWS OF CAVCO INDUSTRIES, INC. ARTICLE I. CAPITAL STOCK SECTION 1. Certificates. Shares of the capital stock of Cavco Industries, Inc., a Delaware corporation (the "Company"), shall be represented by certificates; provided, however, that the Board of Directors of the Company may provide by resolution or resolutions that some or all classes or series of the Company's s

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 8, 2018 Cavco Industries, Inc. (Exact name of registrant as specified in its charter) Delaware 000-08822 56-2405642 (State or other jurisdiction of incorporation) (Commission

CAVCO INDUSTRIES REPORTS FISCAL 2019 SECOND QUARTER RESULTS

For additional information, contact: Mark Fusler Director of Financial Reporting investorrelations@cavco.

Indemnification Agreement, dated as of November 8, 2018, by and between Daniel L. Urness and Cavco Industries, Inc.

Exhibit 10.3 Indemnification Agreement, dated as of November 8, 2018, by and between Daniel L. Urness and Cavco Industries, Inc. INDEMNIFICATION AGREEMENT This INDEMNIFICATION AGREEMENT (the “Agreement”) is made and entered into as of the 8th day of November, 2018 by and between Cavco Industries, Inc., a Delaware corporation (the “Company”), and Daniel L. Urness, the Company’s President and Acting