Independent
Tenure on this board
7.6 yrs
Also a director at
Cs Disco Inc (LAW)
Meeting calendar
CVCO · Annual meeting · Tuesday, July 28, 2026
Cavco Industries Inc
3 nominees · 3 ballot items.
Elect three Class II directors; advisory vote to approve named executive officer compensation; ratify independent registered public accounting firm (RSM US LLP); and transact other business.
Market cap
$4.2B
1Y TSR
+32.5%
Board grade
B
Record date
Jun 1, 2026
Filing
DEF 14A
Meeting concluded · Jul 28, 2026
Follow how the vote landed and what changed on Cavco Industries Inc’s board — director track records, governance grades, and ongoing monitoring — on the Boardroom Alpha platform.
Proposals
On the ballot3
- 1
Election of Directors
ManagementBoard: FORElect three Class II directors (Susan Blount, Bill Boor, and Lisa Daniels) to serve until the 2029 Annual Meeting.
- 2
Advisory Vote on the Compensation of the Named Executive Officers
ManagementBoard: FORNon-binding, advisory vote to approve the compensation paid to the Company’s named executive officers as disclosed in the proxy.
More detail
The proposal asks stockholders to cast a non-binding advisory vote to approve the Company's executive compensation disclosures and program for named executive officers (NEOs) as presented in the proxy, including the CD&A and related tables. Management is seeking this advisory approval to reaffirm stockholder support for its pay practices, which emphasize pay-for-performance through a mix of base salary, performance-based short-term incentives (STIP), and long-term incentives (RSUs and PRSUs). The Compensation Committee and Board argue the program aligns executives’ interests with stockholders via performance metrics tied to adjusted pre-tax income, market share growth, relative TSR vs. peer group, and return on invested capital, and that safeguards like clawback policy and independent consultant oversight mitigate excessive risk-taking. The Board recommends a vote “FOR,” noting prior high stockholder support (~98.7% in 2025) and stating they will consider the advisory vote results in future compensation decisions; if approved, the non-binding vote legitimizes the current compensation design, while failure would trigger reconsideration of pay practices by the Committee.
- 3
Ratification of Appointment of Independent Registered Public Accounting Firm
ManagementBoard: FORRatify the appointment of RSM US LLP as Cavco’s independent registered public accounting firm for fiscal year 2027.
Director elections
Nominees on the ballot3
Not independent
Tenure on this board
18.1 yrs
Also a director at
La-z-boy Inc (LZB)
Independent
Tenure on this board
0.8 yrs
Ownership
Latest 13F quarterTop institutional holders10
| # | Owner | % of shares | Shares | Value |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | 11.5% | 884,081 | $428M |
| 2 | Capital World Investors | 8.0% | 616,579 | $299M |
| 3 | STATE STREET CORP | 5.2% | 401,905 | $195M |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 4.5% | 348,123 | $169M |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.1% | 317,722 | $154M |
| 6 | Boston Partners | 3.6% | 278,025 | $135M |
| 7 | FIDUCIARY MANAGEMENT INC /WI/ | 3.5% | 267,514 | $130M |
| 8 | BlackRock, Inc. | 2.9% | 223,864 | $108M |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 2.8% | 213,222 | $103M |
| 10 | DIMENSIONAL FUND ADVISORS LP | 2.3% | 180,100 | $87M |
Peers
Nearest market capOther Consumer Cyclical sector meetings6
Upcoming shareholder meetings at Cavco Industries Inc’s closest sector peers — compare boards, ballots, and ownership across the cohort.
Boot Barn Holdings IncBOOT
Annual meeting·Aug 26, 2026·$4.7B
Under Armour IncUAA
Annual meeting·Aug 26, 2026·$2.9B
La-z-boy IncLZB
Annual meeting·Aug 25, 2026·$1.6B
Leggett & Platt IncLEG
Special meeting·Aug 20, 2026·$1.4B
Monro IncMNRO
Annual meeting·Aug 11, 2026·$420M
Motorcar Parts Of America IncMPAA
Annual meeting·Sep 10, 2026·$260M
Reference
Frequently asked questions
- When is the Cavco Industries Inc 2026 annual meeting?
- Cavco Industries Inc (CVCO) holds its 2026 annual shareholder meeting on Tuesday, July 28, 2026.
- What is the record date for the Cavco Industries Inc 2026 meeting?
- The record date for the Cavco Industries Inc 2026 meeting is Monday, June 1, 2026. Shareholders of record on or before that date are eligible to vote.
- Who are the director nominees for Cavco Industries Inc's 2026 meeting?
- The board is presenting 3 director nominees at the Cavco Industries Inc 2026 meeting, listed with their independence status and background.
- What proposals will shareholders vote on at the Cavco Industries Inc 2026 meeting?
- Shareholders will vote on 3 proposals at the Cavco Industries Inc 2026 meeting, each tagged with who proposed it and the board's recommendation.
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