Cascade Investment Advisors’s Cavco Industries CVCO Stock Holding History

Cascade Investment Advisors’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	$1.77M	Sell	2,875 -70	-2%	-$37.2K	0.96%	35
2026 Q1	$1.43M	Buy	2,945 +280	+11%	+$159K	0.84%	55
2025 Q4	$1.57M	Sell	2,665 -17	-0.6%	-$9.63K	0.93%	44
2025 Q3	$1.56M	Buy	2,682 +155	+6%	+$75.8K	0.94%	43
2025 Q2	$1.1M	Buy	+2,527	New	+$1.18M	0.71%	70
2024 Q3	–	Sell	-3,893	Closed	-$1.35M	–	113
2024 Q2	$1.35M	Sell	3,893 -68	-2%	-$24.7K	0.91%	48
2024 Q1	$1.58M	Sell	3,961 -185	-4%	-$65.5K	1.03%	39
2023 Q4	$1.44M	Sell	4,146 -130	-3%	-$37.1K	1.02%	43
2023 Q3	$1.14M	Buy	4,276 +1,361	+47%	+$382K	0.9%	53
2023 Q2	$860K	Buy	+2,915	New	+$838K	0.64%	77

Other funds holding CVCO

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

HPCM

Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Cascade Investment Advisors's CVCO Position: Q2 2026 in Review

Cascade Investment Advisors reduced its Cavco Industries (CVCO) stake by 2.4% in Q2 2026, selling an estimated $37.2K and leaving 2,875 shares worth $1.77M. The position accounts for 0.96% of the portfolio, ranked #35.

Cascade Investment Advisors first reported a position in CVCO in Q2 2023 and has held it in 10 quarters since. 59 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

Cascade Investment Advisors held 2,875 shares of Cavco Industries worth $1.77M as of Q2 2026.
Cascade Investment Advisors sold 70 Cavco Industries shares in Q2 2026, an estimated $37.2K.
Cavco Industries made up 0.96% of Cascade Investment Advisors's portfolio in Q2 2026, its #35 holding.
Cascade Investment Advisors first reported a position in Cavco Industries in Q2 2023 and has held it in 10 quarters since.
59 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.