As part of a broader analysis of their position in U.S. housing firms, Third Avenue Value Fund in a recent statement praised Cavco Industries as one of the “…well-capitalized and attractively priced companies involved in different points in the residential “value chain“.

GuruFocus tells MHProNews that Third Avenue’s thinking on investing in the factory builder with these words; “Cavco, a direct play on housing, is the second largest US producer of manufactured homes.”

Third Avenue also praised Canfo, and in even more detail, “Weyerhaeuser provides a compelling, yet not obvious, exposure to the US housing theme through its engineered wood products business.”

Third Avenue Value Fund and Cavco have been tracked by the Daily Business News  market report for some years. Cavco’s Friday closing report was Cavco Industries, Inc. (NASDAQ:CVCO) 71.97 -2.35 (-3.16%). The Third Avenue Value Fund and balance of the Friday manufactured housing connected market report is linked here. ##

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