Fox Run 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
2026
Q2
Sell
-1,035
Closed -$483K 1002
2026
Q1
$483K Buy
1,035
+351
+51% +$199K 0.08% 456
2025
Q4
$404K Buy
+684
New +$388K 0.06% 589
2025
Q2
Sell
-801
Closed -$416K 938
2025
Q1
$416K Buy
+801
New +$403K 0.06% 565

Other funds holding CVCO

Fox Run Management's CVCO Position: Q2 2026 in Review

Fox Run Management sold out of Cavco Industries (CVCO) in Q2 2026, closing a stake of 1,035 shares — an estimated $483K sold.

Fox Run Management first reported a position in CVCO in Q1 2025 and held it in 3 quarters. The position peaked at $483K in Q1 2026. 356 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Fox Run Management reported no remaining Cavco Industries position as of Q2 2026 after selling out during the quarter.
  • Fox Run Management sold 1,035 Cavco Industries shares in Q2 2026, an estimated $483K.
  • Fox Run Management first reported a position in Cavco Industries in Q1 2025 and held it in 3 quarters.
  • Fox Run Management's Cavco Industries position peaked at $483K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Fox Run Management's 13F filing for Q2 2026, filed 4 Aug 2026.