Brasada Capital Management’s Cavco Industries CVCO Stock Holding History

Brasada 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 Q2	$5.46M	Sell	8,885 -890	-9%	-$473K	0.98%	37
2026 Q1	$4.7M	Buy	+9,775	New	+$5.55M	0.86%	51
2020 Q1	–	Sell	-11,297	Closed	-$2.21M	–	126
2019 Q4	$2.21M	Sell	11,297 -150	-1%	-$29.4K	0.55%	49
2019 Q3	$2.2M	Sell	11,447 -270	-2%	-$47.8K	0.59%	49
2019 Q2	$1.85M	Sell	11,717 -1,030	-8%	-$140K	0.49%	56
2019 Q1	$1.5M	Sell	12,747 -2,942	-19%	-$402K	0.45%	58
2018 Q4	$2.05M	Buy	15,689 +6,682	+74%	+$1.21M	0.68%	42
2018 Q3	$2.28M	Sell	9,007 -760	-8%	-$176K	0.63%	45
2018 Q2	$2.03M	Sell	9,767 -1,040	-10%	-$195K	0.62%	45
2018 Q1	$1.88M	Buy	10,807 +1,032	+11%	+$171K	0.58%	54
2017 Q4	$1.49M	Buy	+9,775	New	+$1.47M	0.5%	59

Other funds holding CVCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Brasada Capital Management's CVCO Position: Q2 2026 in Review

Brasada Capital Management reduced its Cavco Industries (CVCO) stake by 9.1% in Q2 2026, selling an estimated $473K and leaving 8,885 shares worth $5.46M. The position accounts for 0.98% of the portfolio, ranked #37.

Brasada Capital Management first reported a position in CVCO in Q4 2017 and has held it in 11 quarters since. 360 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

Brasada Capital Management held 8,885 shares of Cavco Industries worth $5.46M as of Q2 2026.
Brasada Capital Management sold 890 Cavco Industries shares in Q2 2026, an estimated $473K.
Cavco Industries made up 0.98% of Brasada Capital Management's portfolio in Q2 2026, its #37 holding.
Brasada Capital Management first reported a position in Cavco Industries in Q4 2017 and has held it in 11 quarters since.
360 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Brasada Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.