Balyasny Asset Management’s Cavco Industries CVCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.49M Buy
19,544
+18,697
+2,207% +$8.12M 0.01% 731
2025
Q1
$440K Buy
847
+25
+3% +$13K ﹤0.01% 1608
2024
Q4
$367K Sell
822
-14,279
-95% -$6.37M ﹤0.01% 1570
2024
Q3
$6.47M Buy
15,101
+10,537
+231% +$4.51M 0.01% 796
2024
Q2
$1.58M Buy
4,564
+405
+10% +$140K ﹤0.01% 1118
2024
Q1
$1.66M Sell
4,159
-3,790
-48% -$1.51M ﹤0.01% 1126
2023
Q4
$2.76M Sell
7,949
-5,338
-40% -$1.85M 0.01% 955
2023
Q3
$3.53M Buy
13,287
+10,176
+327% +$2.7M 0.01% 871
2023
Q2
$918K Buy
3,111
+1,783
+134% +$526K ﹤0.01% 1279
2023
Q1
$422K Buy
+1,328
New +$422K ﹤0.01% 1576
2018
Q3
Sell
-2,093
Closed -$435K 1489
2018
Q2
$435K Buy
+2,093
New +$435K ﹤0.01% 1213
2018
Q1
Sell
-10,000
Closed -$1.53M 1784
2017
Q4
$1.53M Sell
10,000
-855
-8% -$130K ﹤0.01% 994
2017
Q3
$1.6M Buy
+10,855
New +$1.6M 0.01% 838
2015
Q4
Sell
-5,700
Closed -$388K 1126
2015
Q3
$388K Buy
+5,700
New +$388K ﹤0.01% 690