Broad Bay Capital 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
Q3 | $60M | Sell |
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|
2025
Q2 | $73.8M | Sell |
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|
2025
Q1 | $92.6M | Buy |
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|
2024
Q4 | $67.2M | Sell |
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|
2024
Q3 | $77.2M | Sell |
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|
2024
Q2 | $74.5M | Sell |
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|
2024
Q1 | $110M | Sell |
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|
2023
Q4 | $107M | Sell |
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|
2023
Q3 | $95.9M | Buy |
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|
2023
Q2 | $106M | Sell |
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|
2023
Q1 | $114M | Sell |
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|
2022
Q4 | $85.5M | Buy |
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|
2022
Q3 | $60.1M | Buy |
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|
2022
Q2 | $52.5M | Hold |
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|
2022
Q1 | $64.5M | Buy |
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|
2021
Q4 | $81.6M | Sell |
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|
2021
Q3 | $68.4M | Sell |
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|
2021
Q2 | $69.5M | Buy |
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|
2021
Q1 | $67M | Sell |
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|
2020
Q4 | $57.9M | Buy |
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|
2020
Q3 | $48.1M | Buy |
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|
2020
Q2 | $44.9M | Buy |
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|
2020
Q1 | $31.2M | Buy |
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|
2019
Q4 | $34M | Buy |
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|
2019
Q3 | $31.5M | Buy |
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|
2019
Q2 | $18.4M | Buy |
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|
2019
Q1 | $12.5M | Buy |
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|
2018
Q4 | $13M | Buy |
|