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

First Eagle 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
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

Other funds holding CVCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

First Eagle Investment Management's CVCO Position: Q2 2025 in Review

First Eagle Investment Management sold out of Cavco Industries (CVCO) in Q2 2025, closing a stake of 4,728 shares — an estimated $2.46M sold.

First Eagle Investment Management first reported a position in CVCO in Q2 2021 and held it in 16 quarters. The position peaked at $4.92M in Q1 2024. 314 funds tracked by Wall St. Rank hold CVCO as of Q2 2025.

  • First Eagle Investment Management reported no remaining Cavco Industries position as of Q2 2025 after selling out during the quarter.
  • First Eagle Investment Management sold 4,728 Cavco Industries shares in Q2 2025, an estimated $2.46M.
  • First Eagle Investment Management first reported a position in Cavco Industries in Q2 2021 and held it in 16 quarters.
  • First Eagle Investment Management's Cavco Industries position peaked at $4.92M in Q1 2024.
  • 314 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2025.

Based on First Eagle Investment Management's 13F filing for Q2 2025, filed 6 Aug 2025.