Cannell & Spears’s Cavco Industries CVCO Stock Holding History

Cannell & Spears’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	$579K	Sell	943 -9	-0.9%	-$4.78K	0.01%	297
2026 Q1	$461K	Buy	952 +161	+20%	+$91.4K	0.01%	305
2025 Q4	$467K	Hold	791	–	–	0.01%	299
2025 Q3	$459K	Sell	791 -4,033	-84%	-$1.97M	0.01%	294
2025 Q2	$2.1M	Buy	4,824 +4,033	+510%	+$1.89M	0.04%	188
2025 Q1	$411K	Hold	791	–	–	0.01%	295
2024 Q4	$353K	Hold	791	–	–	0.01%	320
2024 Q3	$339K	Buy	+791	New	+$312K	0.01%	331
2023 Q1	–	Sell	-996	Closed	-$225K	–	217
2022 Q4	$225K	Hold	996	–	–	0.02%	202
2022 Q3	$205K	Sell	996 -44	-4%	-$10.4K	0.02%	180
2022 Q2	$204K	Hold	1,040	–	–	0.02%	198
2022 Q1	$250K	Hold	1,040	–	–	0.02%	197
2021 Q4	$330K	Hold	1,040	–	–	0.02%	175
2021 Q3	$246K	Hold	1,040	–	–	0.02%	213
2021 Q2	$231K	Hold	1,040	–	–	0.02%	219
2021 Q1	$235K	Buy	+1,040	New	+$217K	0.02%	207
2020 Q3	–	Sell	-1,040	Closed	-$201K	–	235
2020 Q2	$201K	Buy	+1,040	New	+$170K	0.02%	208
2020 Q1	–	Sell	-1,657	Closed	-$324K	–	226
2019 Q4	$324K	Hold	1,657	–	–	0.03%	140
2019 Q3	$318K	Hold	1,657	–	–	0.04%	134
2019 Q2	$261K	Buy	+1,657	New	+$226K	0.03%	149

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

Cannell & Spears's CVCO Position: Q2 2026 in Review

Cannell & Spears reduced its Cavco Industries (CVCO) stake by 0.95% in Q2 2026, selling an estimated $4.78K and leaving 943 shares worth $579K. The position accounts for 0.01% of the portfolio, ranked #297.

Cannell & Spears first reported a position in CVCO in Q2 2019 and has held it in 20 quarters since. The position peaked at $2.1M in Q2 2025. 360 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

Cannell & Spears held 943 shares of Cavco Industries worth $579K as of Q2 2026.
Cannell & Spears sold 9 Cavco Industries shares in Q2 2026, an estimated $4.78K.
Cavco Industries made up 0.01% of Cannell & Spears's portfolio in Q2 2026, its #297 holding.
Cannell & Spears first reported a position in Cavco Industries in Q2 2019 and has held it in 20 quarters since.
Cannell & Spears's Cavco Industries position peaked at $2.1M in Q2 2025.
360 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Cannell & Spears's 13F filing for Q2 2026, filed 11 Aug 2026.