Gabelli Funds’s Cavco Industries CVCO Stock Holding History

Gabelli Funds’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 Q1	$24.8M	Buy	51,300 +3,890	+8%	+$2.21M	0.17%	161
2025 Q4	$28M	Sell	47,410 -1,900	-4%	-$1.08M	0.19%	140
2025 Q3	$28.6M	Buy	49,310 +130	+0.3%	+$63.6K	0.19%	131
2025 Q2	$21.4M	Sell	49,180 -5,100	-9%	-$2.39M	0.15%	174
2025 Q1	$28.2M	Sell	54,280 -10,880	-17%	-$5.47M	0.22%	122
2024 Q4	$29.1M	Sell	65,160 -4,540	-7%	-$2.08M	0.22%	122
2024 Q3	$29.8M	Sell	69,700 -5,220	-7%	-$2.06M	0.22%	125
2024 Q2	$25.9M	Sell	74,920 -2,230	-3%	-$811K	0.2%	133
2024 Q1	$30.8M	Sell	77,150 -11,710	-13%	-$4.15M	0.23%	115
2023 Q4	$30.8M	Sell	88,860 -8,190	-8%	-$2.33M	0.24%	117
2023 Q3	$25.8M	Sell	97,050 -2,450	-2%	-$687K	0.21%	134
2023 Q2	$29.4M	Sell	99,500 -6,500	-6%	-$1.87M	0.22%	123
2023 Q1	$33.7M	Sell	106,000 -4,820	-4%	-$1.33M	0.26%	106
2022 Q4	$25.1M	Buy	110,820 +290	+0.3%	+$64.4K	0.19%	143
2022 Q3	$22.7M	Sell	110,530 -1,470	-1%	-$348K	0.19%	145
2022 Q2	$22M	Buy	112,000 +2,190	+2%	+$488K	0.17%	169
2022 Q1	$26.4M	Sell	109,810 -880	-0.8%	-$243K	0.17%	152
2021 Q4	$35.2M	Sell	110,690 -1,820	-2%	-$507K	0.22%	125
2021 Q3	$26.6M	Buy	112,510 +100	+0.1%	+$24.1K	0.18%	152
2021 Q2	$25M	Buy	112,410 +500	+0.4%	+$109K	0.16%	167
2021 Q1	$25.2M	Buy	111,910 +50	+0%	+$10.4K	0.17%	159
2020 Q4	$19.6M	Buy	111,860 +1,770	+2%	+$328K	0.14%	191
2020 Q3	$19.9M	Sell	110,090 -100	-0.1%	-$19.1K	0.15%	170
2020 Q2	$21.3M	Sell	110,190 -3,740	-3%	-$613K	0.17%	153
2020 Q1	$16.5M	Sell	113,930 -13,770	-11%	-$2.71M	0.15%	180
2019 Q4	$24.9M	Sell	127,700 -1,800	-1%	-$353K	0.16%	179
2019 Q3	$24.9M	Sell	129,500 -1,600	-1%	-$283K	0.16%	179
2019 Q2	$20.7M	Buy	131,100 +300	+0.2%	+$40.9K	0.13%	204
2019 Q1	$15.4M	Buy	130,800 +900	+0.7%	+$123K	0.1%	279
2018 Q4	$16.9M	Buy	129,900 +1,600	+1%	+$289K	0.12%	241
2018 Q3	$32.5M	Hold	128,300	–	–	0.19%	170
2018 Q2	$26.6M	Sell	128,300 -200	-0.2%	-$37.6K	0.16%	193
2018 Q1	$22.3M	Hold	128,500	–	–	0.13%	225
2017 Q4	$19.6M	Hold	128,500	–	–	0.11%	265
2017 Q3	$19M	Hold	128,500	–	–	0.11%	264
2017 Q2	$16.7M	Hold	128,500	–	–	0.1%	284
2017 Q1	$15M	Hold	128,500	–	–	0.09%	306
2016 Q4	$12.8M	Hold	128,500	–	–	0.08%	333
2016 Q3	$12.7M	Hold	128,500	–	–	0.08%	329
2016 Q2	$12M	Hold	128,500	–	–	0.07%	346
2016 Q1	$12M	Hold	128,500	–	–	0.07%	341
2015 Q4	$10.7M	Hold	128,500	–	–	0.06%	377
2015 Q3	$8.75M	Hold	128,500	–	–	0.05%	424
2015 Q2	$9.69M	Hold	128,500	–	–	0.05%	433
2015 Q1	$9.64M	Buy	128,500 +485	+0.4%	+$35.9K	0.05%	442
2014 Q4	$10.1M	Buy	128,015 +300	+0.2%	+$22K	0.05%	439
2014 Q3	$8.69M	Buy	127,715 +1,700	+1%	+$126K	0.04%	459
2014 Q2	$10.7M	Buy	126,015 +5,500	+5%	+$428K	0.05%	429
2014 Q1	$9.45M	Buy	120,515 +500	+0.4%	+$38K	0.05%	431
2013 Q4	$8.24M	Buy	120,015 +2,015	+2%	+$123K	0.04%	447
2013 Q3	$6.72M	Hold	118,000	–	–	0.04%	484
2013 Q2	$5.95M	Buy	+118,000	New	+$5.53M	0.04%	492

Other funds holding CVCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gabelli Funds's CVCO Position: Q1 2026 in Review

Gabelli Funds increased its Cavco Industries (CVCO) stake by 8.2% in Q1 2026, buying an estimated $2.21M and bringing the position to 51,300 shares worth $24.8M. The position accounts for 0.17% of the portfolio, ranked #161.

Gabelli Funds first reported a position in CVCO in Q2 2013 and has held it in 52 quarters since. The position peaked at $35.2M in Q4 2021. 343 funds tracked by Wall St. Rank hold CVCO as of Q1 2026.

Gabelli Funds held 51,300 shares of Cavco Industries worth $24.8M as of Q1 2026.
Gabelli Funds bought 3,890 Cavco Industries shares in Q1 2026, an estimated $2.21M.
Cavco Industries made up 0.17% of Gabelli Funds's portfolio in Q1 2026, its #161 holding.
Gabelli Funds first reported a position in Cavco Industries in Q2 2013 and has held it in 52 quarters since.
Gabelli Funds's Cavco Industries position peaked at $35.2M in Q4 2021.
343 funds tracked by Wall St. Rank held Cavco Industries as of Q1 2026.

Based on Gabelli Funds's 13F filing for Q1 2026, filed 14 May 2026.