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Fiduciary Management Inc’s Cavco Industries CVCO Stock Holding History

Fiduciary Management Inc’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 		$154M Sell
250,135
-17,379
-6% -$9.23M 2.19% 14
2026
Q1 		$130M Buy
267,514
+71,801
+37% +$40.8M 1.61% 31
2025
Q4 		$116M Buy
195,713
+24,488
+14% +$13.9M 1.27% 41
2025
Q3 		$99.4M Buy
+171,225
New +$83.7M 1.01% 49

Other funds holding CVCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Fiduciary Management Inc's CVCO Position: Q2 2026 in Review

Fiduciary Management Inc reduced its Cavco Industries (CVCO) stake by 6.5% in Q2 2026, selling an estimated $9.23M and leaving 250,135 shares worth $154M. The position accounts for 2.19% of the portfolio, ranked #14.

Fiduciary Management Inc first reported a position in CVCO in Q3 2025 and has held it in 4 quarters since. 359 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Fiduciary Management Inc held 250,135 shares of Cavco Industries worth $154M as of Q2 2026.
  • Fiduciary Management Inc sold 17,379 Cavco Industries shares in Q2 2026, an estimated $9.23M.
  • Cavco Industries made up 2.19% of Fiduciary Management Inc's portfolio in Q2 2026, its #14 holding.
  • Fiduciary Management Inc first reported a position in Cavco Industries in Q3 2025 and has held it in 4 quarters since.
  • 359 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Fiduciary Management Inc's 13F filing for Q2 2026, filed 13 Aug 2026.