Dark Forest Capital Management’s Cavco Industries CVCO Stock Holding History

Dark Forest Capital 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 Q2	$3.5M	Buy	5,698 +3,614	+173%	+$1.92M	0.23%	126
2026 Q1	$1.01M	Buy	+2,084	New	+$1.18M	0.09%	364
2025 Q3	–	Sell	-8,785	Closed	-$3.82M	–	1220
2025 Q2	$3.82M	Buy	8,785 +4,346	+98%	+$2.04M	0.15%	175
2025 Q1	$2.31M	Buy	4,439 +2,258	+104%	+$1.14M	0.1%	329
2024 Q4	$973K	Buy	+2,181	New	+$1M	0.14%	177
2024 Q2	–	Sell	-1,923	Closed	-$767K	–	700
2024 Q1	$767K	Buy	+1,923	New	+$681K	0.13%	160
2023 Q2	–	Sell	-6	Closed	-$1.91K	–	1113
2023 Q1	$1.91K	Buy	+6	New	+$1.66K	﹤0.01%	1090
2022 Q4	–	Sell	-2	Closed	–	–	1212
2022 Q3	$0	Buy	+2	New	+$474	﹤0.01%	1195
2022 Q1	–	Sell	-470	Closed	-$149K	–	1369
2021 Q4	$149K	Buy	+470	New	+$131K	0.06%	284
2021 Q3	–	Sell	-236	Closed	-$52K	–	1315
2021 Q2	$52K	Buy	+236	New	+$51.4K	0.02%	441

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

Dark Forest Capital Management's CVCO Position: Q2 2026 in Review

Dark Forest Capital Management increased its Cavco Industries (CVCO) stake by 173% in Q2 2026, buying an estimated $1.92M and bringing the position to 5,698 shares worth $3.5M. The position accounts for 0.23% of the portfolio, ranked #126.

Dark Forest Capital Management first reported a position in CVCO in Q2 2021 and has held it in 10 quarters since. The position peaked at $3.82M in Q2 2025. 356 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

Dark Forest Capital Management held 5,698 shares of Cavco Industries worth $3.5M as of Q2 2026.
Dark Forest Capital Management bought 3,614 Cavco Industries shares in Q2 2026, an estimated $1.92M.
Cavco Industries made up 0.23% of Dark Forest Capital Management's portfolio in Q2 2026, its #126 holding.
Dark Forest Capital Management first reported a position in Cavco Industries in Q2 2021 and has held it in 10 quarters since.
Dark Forest Capital Management's Cavco Industries position peaked at $3.82M in Q2 2025.
356 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Dark Forest Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.