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 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 $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return