First Sabrepoint Capital Management’s Cavco Industries CVCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Buy |
30,000
+15,000
| +100% | +$6.52M | 4.64% | 7 |
|
|
2025
Q1 | $7.79M | Buy |
15,000
+2,250
| +18% | +$1.17M | 2.89% | 14 |
|
|
2024
Q4 | $5.69M | Hold |
12,750
| – | – | 1.53% | 24 |
|
|
2024
Q3 | $5.46M | Sell |
12,750
-1,950
| -13% | -$835K | 1.59% | 20 |
|
|
2024
Q2 | $5.09M | Sell |
14,700
-5,300
| -27% | -$1.83M | 1.53% | 21 |
|
|
2024
Q1 | $7.98M | Hold |
20,000
| – | – | 2.13% | 16 |
|
|
2023
Q4 | $6.93M | Buy |
+20,000
| New | +$6.93M | 2.28% | 17 |
|