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Ashford Capital Management’s Cavco Industries CVCO Stock Holding History

Ashford Capital Management’s Portfolio CVCO Stock Details CVCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14M Buy
28,917
+505
+2% +$287K 1.73% 23
2025
Q4 		$16.8M Sell
28,412
-19,607
-41% -$11.1M 1.87% 18
2025
Q3 		$27.9M Sell
48,019
-6,954
-13% -$3.4M 3.11% 9
2025
Q2 		$23.9M Sell
54,973
-492
-0.9% -$231K 2.81% 9
2025
Q1 		$28.8M Sell
55,465
-2,830
-5% -$1.42M 3.72% 4
2024
Q4 		$26M Buy
58,295
+625
+1% +$287K 3.07% 9
2024
Q3 		$24.7M Sell
57,670
-430
-0.7% -$170K 3.08% 10
2024
Q2 		$20.1M Sell
58,100
-80
-0.1% -$29.1K 2.72% 13
2024
Q1 		$23.2M Buy
58,180
+310
+0.5% +$110K 3.14% 9
2023
Q4 		$20.1M Sell
57,870
-4,920
-8% -$1.4M 2.69% 17
2023
Q3 		$16.7M Sell
62,790
-1,870
-3% -$524K 2.46% 17
2023
Q2 		$19.1M Buy
64,660
+3,480
+6% +$1M 2.67% 19
2023
Q1 		$19.4M Sell
61,180
-17,980
-23% -$4.98M 2.91% 11
2022
Q4 		$17.9M Sell
79,160
-310
-0.4% -$68.8K 2.78% 15
2022
Q3 		$16.4M Sell
79,470
-17,936
-18% -$4.25M 2.49% 20
2022
Q2 		$19.1M Buy
97,406
+5,125
+6% +$1.14M 2.71% 14
2022
Q1 		$22.2M Buy
92,281
+3,260
+4% +$899K 2.39% 16
2021
Q4 		$28.3M Sell
89,021
-2,230
-2% -$621K 2.82% 11
2021
Q3 		$21.6M Buy
91,251
+1,460
+2% +$351K 1.96% 26
2021
Q2 		$20M Sell
89,791
-310
-0.3% -$67.5K 1.8% 28
2021
Q1 		$20.3M Buy
90,101
+22,054
+32% +$4.6M 1.9% 27
2020
Q4 		$11.9M Buy
68,047
+8,200
+14% +$1.52M 1.16% 33
2020
Q3 		$10.8M Buy
59,847
+27,235
+84% +$5.2M 1.28% 33
2020
Q2 		$6.29M Sell
32,612
-41,845
-56% -$6.86M 0.81% 37
2020
Q1 		$10.8M Sell
74,457
-47,665
-39% -$9.37M 1.9% 25
2019
Q4 		$23.9M Sell
122,122
-4,980
-4% -$976K 3.19% 9
2019
Q3 		$24.4M Buy
127,102
+249
+0.2% +$44.1K 3.53% 7
2019
Q2 		$20M Buy
126,853
+21,052
+20% +$2.87M 2.68% 16
2019
Q1 		$12.4M Buy
105,801
+20,855
+25% +$2.85M 1.81% 25
2018
Q4 		$11.1M Sell
84,946
-23,901
-22% -$4.32M 1.81% 23
2018
Q3 		$27.5M Buy
108,847
+1,218
+1% +$282K 3.32% 7
2018
Q2 		$22.3M Buy
107,629
+2,500
+2% +$470K 2.95% 11
2018
Q1 		$18.3M Buy
105,129
+175
+0.2% +$28.9K 2.75% 13
2017
Q4 		$16M Sell
104,954
-600
-0.6% -$90.1K 2.49% 12
2017
Q3 		$15.6M Buy
105,554
+5,154
+5% +$687K 2.51% 12
2017
Q2 		$13M Buy
100,400
+49,133
+96% +$5.87M 2.27% 14
2017
Q1 		$5.97M Buy
+51,267
New +$5.57M 1.15% 29

Other funds holding CVCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ashford Capital Management's CVCO Position: Q1 2026 in Review

Ashford Capital Management increased its Cavco Industries (CVCO) stake by 1.8% in Q1 2026, buying an estimated $287K and bringing the position to 28,917 shares worth $14M. The position accounts for 1.73% of the portfolio, ranked #23.

Ashford Capital Management first reported a position in CVCO in Q1 2017 and has held it in 37 quarters since. The position peaked at $28.8M in Q1 2025. 343 funds tracked by Wall St. Rank hold CVCO as of Q1 2026.

  • Ashford Capital Management held 28,917 shares of Cavco Industries worth $14M as of Q1 2026.
  • Ashford Capital Management bought 505 Cavco Industries shares in Q1 2026, an estimated $287K.
  • Cavco Industries made up 1.73% of Ashford Capital Management's portfolio in Q1 2026, its #23 holding.
  • Ashford Capital Management first reported a position in Cavco Industries in Q1 2017 and has held it in 37 quarters since.
  • Ashford Capital Management's Cavco Industries position peaked at $28.8M in Q1 2025.
  • 343 funds tracked by Wall St. Rank held Cavco Industries as of Q1 2026.

Based on Ashford Capital Management's 13F filing for Q1 2026, filed 15 May 2026.