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Confluence Investment Management’s Cavco Industries CVCO Stock Holding History

Confluence Investment 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
Q3 		$3.61M Sell
6,451
-859
-12% -$487K 0.06% 134
2026
Q2 		$4.49M Sell
7,310
-680
-9% -$361K 0.07% 124
2026
Q1 		$3.87M Sell
7,990
-2,431
-23% -$1.38M 0.06% 124
2025
Q4 		$6.16M Sell
10,421
-1,866
-15% -$1.06M 0.09% 118
2025
Q3 		$7.14M Buy
12,287
+4,729
+63% +$2.31M 0.1% 117
2025
Q2 		$3.28M Sell
7,558
-801
-10% -$375K 0.05% 142
2025
Q1 		$4.34M Sell
8,359
-1,244
-13% -$625K 0.06% 138
2024
Q4 		$4.29M Sell
9,603
-222
-2% -$102K 0.06% 142
2024
Q3 		$4.21M Sell
9,825
-409
-4% -$161K 0.06% 142
2024
Q2 		$3.54M Sell
10,234
-1,492
-13% -$543K 0.05% 150
2024
Q1 		$4.68M Sell
11,726
-1,736
-13% -$615K 0.06% 135
2023
Q4 		$4.67M Sell
13,462
-838
-6% -$239K 0.07% 140
2023
Q3 		$3.8M Buy
+14,300
New +$4.01M 0.06% 150

Other funds holding CVCO

DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Confluence Investment Management's CVCO Position: Q3 2026 in Review

Confluence Investment Management reduced its Cavco Industries (CVCO) stake by 12% in Q3 2026, selling an estimated $487K and leaving 6,451 shares worth $3.61M. The position accounts for 0.06% of the portfolio, ranked #134.

Confluence Investment Management first reported a position in CVCO in Q3 2023 and has held it in 13 quarters since. The position peaked at $7.14M in Q3 2025. 10 funds tracked by Wall St. Rank hold CVCO as of Q3 2026.

  • Confluence Investment Management held 6,451 shares of Cavco Industries worth $3.61M as of Q3 2026.
  • Confluence Investment Management sold 859 Cavco Industries shares in Q3 2026, an estimated $487K.
  • Cavco Industries made up 0.06% of Confluence Investment Management's portfolio in Q3 2026, its #134 holding.
  • Confluence Investment Management first reported a position in Cavco Industries in Q3 2023 and has held it in 13 quarters since.
  • Confluence Investment Management's Cavco Industries position peaked at $7.14M in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Cavco Industries as of Q3 2026.

Based on Confluence Investment Management's 13F filing for Q3 2026, filed 1 Oct 2026.