Ballast Asset Management’s Cavco Industries CVCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.28M Sell
2025
Q1
$8.27M Buy
2024
Q4
$7M Sell
2024
Q3
$6.95M Sell
2024
Q2
$5.7M Buy
2024
Q1
$6.17M Buy
2023
Q4
$3.48M Buy
2023
Q3
$1.82M Buy