First Eagle Investment Management’s Cavco Industries CVCO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,728	Closed	-$2.46M	–	399
2025 Q1	$2.46M	Sell	4,728 -3,400	-42%	-$1.71M	0.01%	318
2024 Q4	$3.63M	Sell	8,128 -2,900	-26%	-$1.33M	0.01%	294
2024 Q3	$4.72M	Sell	11,028 -400	-4%	-$158K	0.01%	262
2024 Q2	$3.96M	Sell	11,428 -900	-7%	-$327K	0.01%	278
2024 Q1	$4.92M	Buy	12,328 +2,760	+29%	+$977K	0.01%	271
2023 Q4	$3.32M	Buy	9,568 +1,570	+20%	+$447K	0.01%	290
2023 Q3	$2.12M	Sell	7,998 -3,258	-29%	-$914K	0.01%	306
2023 Q2	$3.32M	Sell	11,256 -3,500	-24%	-$1.01M	0.01%	249
2023 Q1	$4.69M	Sell	14,756 -4,100	-22%	-$1.13M	0.01%	177
2022 Q4	$4.27M	Buy	18,856 +3,264	+21%	+$725K	0.01%	145
2022 Q3	$3.21M	Sell	15,592 -1,080	-6%	-$256K	0.01%	130
2022 Q2	$3.27M	Buy	16,672 +7,610	+84%	+$1.69M	0.01%	117
2022 Q1	$2.18M	Buy	9,062 +6,769	+295%	+$1.87M	0.01%	165
2021 Q4	$728K	Buy	2,293 +1,407	+159%	+$392K	﹤0.01%	251
2021 Q3	$210K	Buy	886 +650	+275%	+$156K	﹤0.01%	252
2021 Q2	$52K	Buy	+236	New	+$51.4K	﹤0.01%	190