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iSAM Funds (UK)’s Cavco Industries CVCO Stock Holding History

iSAM Funds (UK)’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 		– Sell
-391
Closed -$231K – 335
2025
Q4 		$231K Sell
391
-1,279
-77% -$725K 0.08% 267
2025
Q3 		$970K Buy
+1,670
New +$817K 0.2% 159
2025
Q2 		– Sell
-680
Closed -$353K – 480
2025
Q1 		$353K Buy
680
+183
+37% +$92K 0.17% 197
2024
Q4 		$222K Buy
497
+11
+2% +$5.05K 0.17% 221
2024
Q3 		$208K Buy
+486
New +$192K 0.12% 268

Other funds holding CVCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

iSAM Funds (UK)'s CVCO Position: Q1 2026 in Review

iSAM Funds (UK) sold out of Cavco Industries (CVCO) in Q1 2026, closing a stake of 391 shares — an estimated $231K sold.

iSAM Funds (UK) first reported a position in CVCO in Q3 2024 and held it in 5 quarters. The position peaked at $970K in Q3 2025. 343 funds tracked by Wall St. Rank hold CVCO as of Q1 2026.

  • iSAM Funds (UK) reported no remaining Cavco Industries position as of Q1 2026 after selling out during the quarter.
  • iSAM Funds (UK) sold 391 Cavco Industries shares in Q1 2026, an estimated $231K.
  • iSAM Funds (UK) first reported a position in Cavco Industries in Q3 2024 and held it in 5 quarters.
  • iSAM Funds (UK)'s Cavco Industries position peaked at $970K in Q3 2025.
  • 343 funds tracked by Wall St. Rank held Cavco Industries as of Q1 2026.

Based on iSAM Funds (UK)'s 13F filing for Q1 2026, filed 13 May 2026.