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<SEC-DOCUMENT>0000950123-09-019649.txt : 20090701
<SEC-HEADER>0000950123-09-019649.hdr.sgml : 20090701
<ACCEPTANCE-DATETIME>20090701170134
ACCESSION NUMBER:		0000950123-09-019649
CONFORMED SUBMISSION TYPE:	8-K
PUBLIC DOCUMENT COUNT:		2
CONFORMED PERIOD OF REPORT:	20090630
ITEM INFORMATION:		Regulation FD Disclosure
ITEM INFORMATION:		Financial Statements and Exhibits
FILED AS OF DATE:		20090701
DATE AS OF CHANGE:		20090701

FILER:

	COMPANY DATA:	
		COMPANY CONFORMED NAME:			CAVCO INDUSTRIES INC
		CENTRAL INDEX KEY:			0000278166
		STANDARD INDUSTRIAL CLASSIFICATION:	MOBILE HOMES [2451]
		IRS NUMBER:				860214910
		STATE OF INCORPORATION:			DE
		FISCAL YEAR END:			0331

	FILING VALUES:
		FORM TYPE:		8-K
		SEC ACT:		1934 Act
		SEC FILE NUMBER:	000-08822
		FILM NUMBER:		09923200

	BUSINESS ADDRESS:	
		STREET 1:		1001 N. CENTRAL AVE
		STREET 2:		SUITE 800
		CITY:			PHOENIX
		STATE:			AZ
		ZIP:			85004
		BUSINESS PHONE:		602-256-6263

	MAIL ADDRESS:	
		STREET 1:		1001 N. CENTRAL AVE
		STREET 2:		SUITE 800
		CITY:			PHOENIX
		STATE:			AZ
		ZIP:			85004
</SEC-HEADER>
<DOCUMENT>
<TYPE>8-K
<SEQUENCE>1
<FILENAME>c87566e8vk.htm
<DESCRIPTION>FORM 8-K
<TEXT>
<HTML>
<HEAD>
<TITLE>Form 8-K</TITLE>
</HEAD>
<BODY bgcolor="#FFFFFF">
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<DIV style="font-family: 'Times New Roman',Times,serif; margin-left: .25in; width: 7.20in">



<DIV style="font-size: 10pt">
<DIV style="width: 100%; border-bottom: 2pt solid black; font-size: 1pt">&nbsp;</DIV>
<DIV style="width: 100%; border-bottom: 1pt solid black; font-size: 1pt">&nbsp;</DIV>


<P align="center" style="font-size: 14pt"><B>UNITED STATES<BR>
SECURITIES AND EXCHANGE COMMISSION<BR>
<FONT style="font-size: 12pt">Washington, D.C. 20549
</FONT></B>

<P align="center" style="font-size: 18pt"><B>FORM 8-K</B>

<P align="center" style="font-size: 12pt"><B>CURRENT REPORT<BR>
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934</B>

<P align="center" style="font-size: 10pt"><B>Date of Report (Date of earliest event reported): June 30, 2009</B>

<P align="center">

<P align="center" style="font-size: 24pt"><B>Cavco Industries, Inc.<BR></B>
<FONT style="font-size: 10pt">(Exact name of registrant as specified in its charter)
</FONT>

<TABLE border="0" width="100%" cellspacing="0" cellpadding="0" style="font-size: 10pt; text-align: center">
<TR>
    <TD width="32%">&nbsp;</TD>
    <TD width="1%">&nbsp;</TD>
    <TD width="33%">&nbsp;</TD>
    <TD width="1%">&nbsp;</TD>
    <TD width="32%">&nbsp;</TD>
</TR>
<TR valign="bottom">
    <TD style="border-bottom: 1px solid #000000"><B>Delaware</B></TD>
    <TD>&nbsp;</TD>
    <TD style="border-bottom: 1px solid #000000"><B>000-08822</B></TD>
    <TD>&nbsp;</TD>
    <TD style="border-bottom: 1px solid #000000"><B>56-2405642</B></TD>
</TR>
<TR valign="top">
    <TD>(State or other Jurisdiction of Incorporation)</TD>
    <TD>&nbsp;</TD>
    <TD>(Commission File Number)</TD>
    <TD>&nbsp;</TD>
    <TD>(IRS Employer Identification No.)</TD>
</TR>
</TABLE>

<TABLE border="0" width="100%" cellspacing="0" cellpadding="0" style="font-size: 10pt; text-align: center">
<TR>
    <TD width="49%">&nbsp;</TD>
    <TD width="1%">&nbsp;</TD>
    <TD width="49%">&nbsp;</TD>
</TR>
<TR valign="bottom">
    <TD style="border-bottom: 1px solid #000000"><B>1001 North Central Avenue, Suite 800, Phoenix, Arizona<BR></B></TD>
    <TD>&nbsp;</TD>
    <TD style="border-bottom: 1px solid #000000"><B>85004</B></TD>
</TR>
<TR valign="top">
    <TD>(Address of Principal Executive Offices)</TD>
    <TD>&nbsp;</TD>
    <TD>(Zip Code)</TD>
</TR>
</TABLE>

<P align="center" style="font-size: 10pt">Registrant&#146;s telephone number, including area code: <B>(602) 256-6263</B>


<TABLE border="0" width="30%" cellspacing="0" cellpadding="0" style="font-size: 10pt; text-align: center">
<TR>
    <TD width="100%">&nbsp;</TD>
</TR>
<TR>
    <TD nowrap style="border-bottom: 1px solid #000000"><B>Not applicable<BR></B></TD>
</TR>
<TR>
    <TD nowrap>(Former name or former address if changed since last report.)</TD>
</TR>
</TABLE>

<P align="left" style="font-size: 10pt">Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant
under any of the following provisions:

<P align="left" style="font-size: 10pt">
<FONT face="Wingdings">&#111;</FONT> Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)<BR><BR>
<FONT face="Wingdings">&#111;</FONT> Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)<BR><BR>
<FONT face="Wingdings">&#111;</FONT> Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))<BR><BR>
<FONT face="Wingdings">&#111;</FONT> Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))<BR>


<P>
<DIV style="width: 100%; border-bottom: 1pt solid black; margin-top: 10pt; font-size: 1pt">&nbsp;</DIV>
<DIV style="width: 100%; border-bottom: 2pt solid black; font-size: 1pt">&nbsp;</DIV>

</DIV>

<P align="center" style="font-size: 10pt">&nbsp;

<P align="center" style="font-size: 10pt; display: none">1
</DIV>

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<H5 align="left" style="page-break-before:always">&nbsp;</H5><P>

<DIV style="font-family: 'Times New Roman',Times,serif; margin-left: .25in; width: 7.20in">

<P align="left" style="font-size: 10pt"><B>Item&nbsp;7.01. Regulation&nbsp;FD Disclosure</B>


<P align="left" style="font-size: 10pt; text-indent: 3%">On June&nbsp;30, 2009, Cavco Industries, Inc., a Delaware corporation (the &#147;Corporation&#148;), announced that it has
executed a non-binding indication of interest with an investment partner, Third Avenue Trust Value Fund, whereby they
have offered to purchase the manufactured housing business of Fleetwood Enterprises, Inc. for $28.9&nbsp;million, subject to
approval of the United States Bankruptcy Court. A copy of the press release is being furnished as Exhibit&nbsp;99.1 and
incorporated by reference herein.


<P align="left" style="font-size: 10pt"><B>Item&nbsp;9.01. Financial Statements and Exhibits</B>


<P align="left" style="font-size: 10pt">(d)&nbsp;Exhibits

<DIV align="center">
<TABLE style="font-size: 10pt" cellspacing="0" border="0" cellpadding="0" width="100%">
<!-- Begin Table Head -->
<TR valign="bottom">
    <TD width="12%">&nbsp;</TD>
    <TD width="5%">&nbsp;</TD>
    <TD width="83%">&nbsp;</TD>
</TR>
<TR style="font-size: 10pt" valign="bottom">
    <TD nowrap align="left"><B>Exhibit</B></TD>
</TR>
<TR style="font-size: 10pt" valign="bottom">
    <TD nowrap align="left" style="border-bottom: 1px solid #000000"><B>Number</B></TD>
    <TD>&nbsp;</TD>
    <TD nowrap align="center" style="border-bottom: 1px solid #000000"><B>Description</B></TD>
</TR>

<!-- End Table Head -->
<!-- Begin Table Body -->
<TR valign="bottom">
    <TD valign="top"><DIV style="margin-left:0px; text-indent:-0px">99.1
</DIV></TD>
    <TD>&nbsp;</TD>
    <TD align="left" valign="top">Press Release dated June&nbsp;30, 2009</TD>
</TR>
<!-- End Table Body -->
</TABLE>
</DIV>


<P align="center" style="font-size: 10pt">Page 2




<P align="center" style="font-size: 10pt">&nbsp;

<P align="center" style="font-size: 10pt; display: none">2
</DIV>

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<H5 align="left" style="page-break-before:always">&nbsp;</H5><P>

<DIV style="font-family: 'Times New Roman',Times,serif; margin-left: .25in; width: 7.20in">





<P align="center" style="font-size: 10pt"><B>SIGNATURES</B>



<P align="left" style="font-size: 10pt; text-indent: 1%">&nbsp;&nbsp;&nbsp;&nbsp;Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this
report to be signed on its behalf by the undersigned hereunto duly authorized.



<P align="left" style="margin-left:48%; font-size: 10pt">CAVCO INDUSTRIES, INC.



<P align="left" style="margin-left:48%; font-size: 10pt">By: <U>/s/ James P. Glew</U><BR>
Name: James P. Glew<BR>
Title: Secretary<BR>


<P align="left" style="font-size: 10pt">Date: July&nbsp;1, 2009


<P align="center" style="font-size: 10pt">Page 3




<P align="center" style="font-size: 10pt">&nbsp;

<P align="center" style="font-size: 10pt; display: none">3
</DIV>

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<DIV style="font-family: 'Times New Roman',Times,serif; margin-left: .25in; width: 7.20in">





<P align="center" style="font-size: 10pt"><B>EXHIBIT INDEX</B>


<DIV align="center">
<TABLE style="font-size: 10pt" cellspacing="0" border="0" cellpadding="0" width="100%">
<!-- Begin Table Head -->
<TR valign="bottom">
    <TD width="12%">&nbsp;</TD>
    <TD width="5%">&nbsp;</TD>
    <TD width="83%">&nbsp;</TD>
</TR>
<TR style="font-size: 10pt" valign="bottom">
    <TD nowrap align="left"><B>Exhibit</B></TD>
    <TD>&nbsp;</TD>
    <TD>&nbsp;</TD>
</TR>
<TR style="font-size: 10pt" valign="bottom">
    <TD nowrap align="left" style="border-bottom: 1px solid #000000"><B>Number</B></TD>
    <TD>&nbsp;</TD>
    <TD nowrap align="center" style="border-bottom: 1px solid #000000"><B>Description</B></TD>
</TR>

<!-- End Table Head -->
<!-- Begin Table Body -->
<TR valign="bottom">
    <TD valign="top"><DIV style="margin-left:0px; text-indent:-0px">99.1
</DIV></TD>
    <TD>&nbsp;</TD>
    <TD align="left" valign="top">Press Release dated June&nbsp;30, 2009</TD>
</TR>
<!-- End Table Body -->
</TABLE>
</DIV>

<P align="center" style="font-size: 10pt">&nbsp;

<P align="center" style="font-size: 10pt; display: none">4
</DIV>

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</TEXT>
</DOCUMENT>
<DOCUMENT>
<TYPE>EX-99.1
<SEQUENCE>2
<FILENAME>c87566exv99w1.htm
<DESCRIPTION>EXHIBIT 99.1
<TEXT>
<HTML>
<HEAD>
<TITLE>Exhibit 99.1</TITLE>
</HEAD>
<BODY bgcolor="#FFFFFF">
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<DIV style="font-family: 'Times New Roman',Times,serif; margin-left: .25in; width: 7.20in">



<P align="right" style="font-size: 10pt"><B>Exhibit&nbsp;99.1</B>


<DIV align="center">
<TABLE style="font-size: 10pt" cellspacing="0" border="0" cellpadding="0" width="100%">
<!-- Begin Table Head -->
<TR valign="bottom">
    <TD width="8%">&nbsp;</TD>
    <TD width="2%">&nbsp;</TD>
    <TD width="90%">&nbsp;</TD>
</TR>

<!-- End Table Head -->
<!-- Begin Table Body -->
<TR valign="bottom">
    <TD valign="top"><DIV style="margin-left:0px; text-indent:-0px">Contact:
</DIV></TD>
    <TD>&nbsp;</TD>
    <TD align="left" valign="top">Rivian Bell or Sydney Rosencranz<BR>
The Abernathy MacGregor Group<BR>
<U>rlb@abmac.com</U>, <U>spr@abmac.com</U></TD>
</TR>
<TR valign="bottom">
    <TD valign="top"><DIV style="margin-left:0px; text-indent:-0px">
&nbsp;</DIV></TD>
    <TD>&nbsp;</TD>
    <TD align="left" valign="top">(213) 630-6550; (888)&nbsp;477-4319 (24/7)</TD>
</TR>
<!-- End Table Body -->
</TABLE>
</DIV>


<P align="left" style="font-size: 10pt">FOR IMMEDIATE RELEASE


<P align="center" style="font-size: 10pt"><B>Cavco Industries and Fleetwood Enterprises Announce Manufactured Housing Transaction Offer; Sign Indication of Interest</B>



<P align="left" style="font-size: 10pt"><B>Riverside, Calif. and Phoenix, Ariz. &#150; June&nbsp;30, 2009 &#150; </B>Cavco Industries, Inc. (NASDAQ:CVCO) and Fleetwood Enterprises,
Inc. (FLTWQ.OB) today announced that that they have signed an indication of interest in which Cavco and an investment
partner, Third Avenue Trust Value Fund (TAVFX), have offered to purchase certain of Fleetwood&#146;s assets comprising its
manufactured housing business. Cavco, headquartered in Phoenix, Ariz., is a leading producer of manufactured housing,
park model homes, and vacation cabins in the United States. Third Avenue Management, the investment adviser to Third
Avenue Value Fund, is a New York-based company with expertise in value and distressed investing.


<P align="left" style="font-size: 10pt">Fleetwood is a producer of recreational vehicles and manufactured housing and has been operating under Chapter&nbsp;11
protection since March&nbsp;10, 2009. The company is in the process of filing a sales and bidding procedures motion with
the United States Bankruptcy Court; the motion is expected to be heard on or around July&nbsp;7, 2009. The motion will
describe the terms of the transaction and proposed procedures for any competing bids for the business.


<P align="left" style="font-size: 10pt">Cavco and Third Avenue&#146;s $28.9&nbsp;million &#147;stalking horse&#148; bid is subject to execution of a definitive acquisition
agreement (with customary conditions to closing) and bankruptcy court approval. The purchase price is subject to
adjustment for the assumption of certain warranty liabilities and other customary post-closing adjustments. The
Fleetwood assets proposed for purchase include seven manufactured housing plants, one office building, all related
equipment, accounts receivable, inventory, certain trademarks and trade names, intellectual property, and specified
contracts and leases. The manufactured housing plants are located in Nampa, Ida.; Woodburn, Ore.; Riverside, Calif.;
Waco, Tex.; Lafayette, Tenn.; Douglas, Ga.; and Rocky Mount, Va. The proposed purchase does not include the company&#146;s
operating plants in Alma, Ga., Elizabethtown, Penn. and Garrett, Ind. The facilities included in the proposed purchase
currently employ more than 700 people in seven states. Fleetwood will continue to solicit bids for all of its operating
facilities.


<P align="left" style="font-size: 10pt">&#147;The Fleetwood brand is one of the strongest in the industry, and we are excited to have this opportunity to integrate
Fleetwood&#146;s strong family of product offerings with our own growing business,&#148; said Joe Stegmayer, Cavco president and
chief executive officer. &#147;We look forward to supporting Fleetwood&#146;s operating factories and experienced people as they
continue to serve their excellent independent retailer network.&#148;


<P align="left" style="font-size: 10pt">According to Elden L. Smith, Fleetwood&#146;s president and chief executive officer, the company&#146;s manufactured housing
group is the second largest builder of manufactured homes in North America with &#147;an excellent reputation for high
quality, innovative product. The group has operated profitably in recent years. We anticipate the buyer of this
business will continue the majority of Fleetwood&#146;s existing operations at the facilities purchased.&#148;

<P align="center" style="font-size: 10pt">&nbsp;

<P align="center" style="font-size: 10pt; display: none">5
</DIV>

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<DIV style="font-family: 'Times New Roman',Times,serif; margin-left: .25in; width: 7.20in">

<P align="left" style="font-size: 10pt"><U>About Cavco Industries, Inc. </U>


<P align="left" style="font-size: 10pt">Cavco is one of the largest producers of manufactured housing, park model homes, and vacation cabins in the United
States. Headquartered in Phoenix, Ariz., Cavco has built a reputation for quality and value since it opened for
business in 1965. Cavco&#146;s factory-built homes are produced under various trade names and in a variety of floor plans
and price ranges. The company employs approximately 600 people and operates two manufacturing plants in the Phoenix
area and one in Seguin, Tex. Additional information about Cavco can be found at www.cavco.com


<P align="left" style="font-size: 10pt"><U>About Third Avenue Management</U>


<P align="left" style="font-size: 10pt">Third Avenue Management manages approximately $13&nbsp;billion of assets for private and institutional clients. Most or all
of Third Avenue&#146;s proposed investment in Fleetwood Enterprises, Inc. will be made by Third Avenue Value Fund, the
company&#146;s flagship mutual fund.


<P align="left" style="font-size: 10pt"><U>About Fleetwood Enterprises, Inc.</U>


<P align="left" style="font-size: 10pt">Founded in 1950, Fleetwood Enterprises, Inc. and its various subsidiaries produce, distribute, and service recreational
vehicles and manufactured housing. The company is dedicated to providing high-quality, innovative products that offer
exceptional value to its customers. Fleetwood continues to employ approximately 1,800 people in 15 plants located in
nine states. Fleetwood&#146;s products are primarily marketed through extensive dealer networks throughout the United States
and Canada. The company is headquartered in Riverside, Calif.


<P align="left" style="font-size: 10pt">Additional information about Fleetwood&#146;s reorganization may be found online in the news section of www.fleetwood.com or
at www.kccllc.net/fleetwood.


<P align="left" style="font-size: 10pt">This press release contains certain forward-looking statements and information based on the respective beliefs of
Fleetwood&#146;s and Cavco&#146;s management as well as assumptions made by, and information currently available to such
management. Such statements reflect the current views of Fleetwood&#146;s and Cavco&#146;s management with respect to future
events and are subject to certain risks, uncertainties, and assumptions, including risk factors identified in
Fleetwood&#146;s and Cavco&#146;s most recent 10-K, 10-Q and other SEC filings.


<P align="center" style="font-size: 10pt"># # #



<P align="center" style="font-size: 10pt">&nbsp;

<P align="center" style="font-size: 10pt; display: none">6




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