Bessemer Group
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Bessemer Group’s Cavco Industries CVCO Stock Holding History

Bessemer Group’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
Q2 		$30.7M Sell
49,960
-9,918
-17% -$5.27M 0.04% 250
2026
Q1 		$29M Buy
59,878
+2,008
+3% +$1.14M 0.05% 243
2025
Q4 		$34.2M Sell
57,870
-8,744
-13% -$4.95M 0.05% 220
2025
Q3 		$38.7M Buy
66,614
+11,996
+22% +$5.87M 0.06% 197
2025
Q2 		$23.7M Buy
54,618
+2,425
+5% +$1.14M 0.04% 240
2025
Q1 		$27.1M Buy
52,193
+2,176
+4% +$1.09M 0.05% 218
2024
Q4 		$22.3M Buy
50,017
+2,040
+4% +$937K 0.04% 247
2024
Q3 		$20.5M Buy
47,977
+940
+2% +$371K 0.03% 254
2024
Q2 		$16.3M Buy
47,037
+12,785
+37% +$4.65M 0.03% 266
2024
Q1 		$13.7M Buy
34,252
+2,263
+7% +$801K 0.02% 279
2023
Q4 		$11.1M Buy
31,989
+31,980
+355,333% +$9.11M 0.02% 281
2023
Q3 		$2K Buy
9
+2
+29% +$561 ﹤0.01% 1957
2023
Q2 		$2K Buy
+7
New +$2.01K ﹤0.01% 2013
2018
Q4 		– Sell
-16
Closed -$4K – 1959
2018
Q3 		$4K Buy
+16
New +$3.7K ﹤0.01% 1707

Other funds holding CVCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bessemer Group's CVCO Position: Q2 2026 in Review

Bessemer Group reduced its Cavco Industries (CVCO) stake by 17% in Q2 2026, selling an estimated $5.27M and leaving 49,960 shares worth $30.7M. The position accounts for 0.04% of the portfolio, ranked #250.

Bessemer Group first reported a position in CVCO in Q3 2018 and has held it in 14 quarters since. The position peaked at $38.7M in Q3 2025. 356 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Bessemer Group held 49,960 shares of Cavco Industries worth $30.7M as of Q2 2026.
  • Bessemer Group sold 9,918 Cavco Industries shares in Q2 2026, an estimated $5.27M.
  • Cavco Industries made up 0.04% of Bessemer Group's portfolio in Q2 2026, its #250 holding.
  • Bessemer Group first reported a position in Cavco Industries in Q3 2018 and has held it in 14 quarters since.
  • Bessemer Group's Cavco Industries position peaked at $38.7M in Q3 2025.
  • 356 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.