Intrinsic Edge Capital 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
Q3
$5.81M Buy
2025
Q2
Sell
2025
Q1
$20.5M Buy
2024
Q4
$10.6M Sell
2024
Q3
$17.1M Buy
2022
Q1
Sell
2021
Q4
$11.1M Hold
2021
Q3
$8.29M Hold
2021
Q2
$7.78M Hold
2021
Q1
$7.9M Buy
2020
Q4
$5.26M Buy
2020
Q3
$3.61M Buy
2020
Q2
$3.47M Sell
2020
Q1
$3.62M Buy
2019
Q4
$3.51M Sell
2019
Q3
$9.9M Sell
2019
Q2
$9.88M Buy
2018
Q4
Sell
2018
Q3
$2.53M Buy