Israel Englander’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
$21.5M Sell
35,070
-12,674
-27% -$6.73M 0.01% 1552
2026
Q1
$23.1M Buy
47,744
+42,445
+801% +$24.1M 0.01% 1432
2025
Q4
$3.13M Sell
5,299
-3,238
-38% -$1.83M ﹤0.01% 3509
2025
Q3
$4.96M Sell
8,537
-3,363
-28% -$1.64M ﹤0.01% 3164
2025
Q2
$5.17M Sell
11,900
-27,821
-70% -$13M ﹤0.01% 2959
2025
Q1
$20.6M Buy
39,721
+34,268
+628% +$17.2M 0.01% 1474
2024
Q4
$2.43M Sell
5,453
-1,456
-21% -$669K ﹤0.01% 3471
2024
Q3
$2.96M Sell
6,909
-1,965
-22% -$775K ﹤0.01% 3331
2024
Q2
$3.07M Sell
8,874
-4,595
-34% -$1.67M ﹤0.01% 3161
2024
Q1
$5.37M Sell
13,469
-25,250
-65% -$8.94M ﹤0.01% 2795
2023
Q4
$13.4M Sell
38,719
-51,831
-57% -$14.8M 0.01% 1914
2023
Q3
$24.1M Buy
90,550
+55,340
+157% +$15.5M 0.01% 1270
2023
Q2
$10.4M Buy
35,210
+26,197
+291% +$7.53M 0.01% 1985
2023
Q1
$2.86M Buy
9,013
+333
+4% +$92.1K ﹤0.01% 3086
2022
Q4
$1.96M Sell
8,680
-72,635
-89% -$16.1M ﹤0.01% 3589
2022
Q3
$16.7M Sell
81,315
-22,015
-21% -$5.22M 0.01% 1522
2022
Q2
$20.3M Buy
103,330
+4,649
+5% +$1.04M 0.01% 1295
2022
Q1
$23.8M Buy
98,681
+81,676
+480% +$22.5M 0.01% 1214
2021
Q4
$5.4M Sell
17,005
-29,934
-64% -$8.34M ﹤0.01% 2826
2021
Q3
$11.1M Buy
46,939
+33,197
+242% +$7.98M 0.01% 1920
2021
Q2
$3.05M Sell
13,742
-1,066
-7% -$232K ﹤0.01% 3412
2021
Q1
$3.34M Sell
14,808
-26,857
-64% -$5.6M ﹤0.01% 3022
2020
Q4
$7.31M Buy
41,665
+40,327
+3,014% +$7.48M 0.01% 2088
2020
Q3
$241 Buy
+1,338
New +$255K ﹤0.01% 3977
2020
Q1
Sell
-32,047
Closed -$6.26M 3950
2019
Q4
$6.26M Buy
32,047
+15,859
+98% +$3.11M 0.01% 1740
2019
Q3
$3.11M Buy
16,188
+12,559
+346% +$2.22M ﹤0.01% 2148
2019
Q2
$572K Buy
3,629
+1,308
+56% +$178K ﹤0.01% 3133
2019
Q1
$273K Sell
2,321
-33,016
-93% -$4.51M ﹤0.01% 3593
2018
Q4
$4.61M Buy
35,337
+19,434
+122% +$3.51M 0.01% 1645
2018
Q3
$4.02M Sell
15,903
-60,810
-79% -$14.1M ﹤0.01% 1962
2018
Q2
$15.9M Buy
76,713
+66,718
+668% +$12.5M 0.02% 1009
2018
Q1
$1.74M Sell
9,995
-1,277
-11% -$211K ﹤0.01% 2401
2017
Q4
$1.72M Sell
11,272
-41,221
-79% -$6.19M ﹤0.01% 2374
2017
Q3
$7.75M Sell
52,493
-32,723
-38% -$4.36M 0.01% 1411
2017
Q2
$11M Buy
85,216
+72,609
+576% +$8.67M 0.02% 992
2017
Q1
$1.47M Sell
12,607
-28,349
-69% -$3.08M ﹤0.01% 2183
2016
Q4
$4.09M Buy
40,956
+18,061
+79% +$1.74M 0.01% 1466
2016
Q3
$2.27M Buy
22,895
+6,539
+40% +$652K ﹤0.01% 1875
2016
Q2
$1.53M Buy
16,356
+1,902
+13% +$175K ﹤0.01% 1927
2016
Q1
$1.35M Sell
14,454
-35,924
-71% -$2.96M ﹤0.01% 2015
2015
Q4
$4.2M Buy
+50,378
New +$4.28M 0.01% 1481
2015
Q3
Sell
-25,726
Closed -$1.94M 3482
2015
Q2
$1.94M Sell
25,726
-5,003
-16% -$359K ﹤0.01% 1949
2015
Q1
$2.31M Buy
30,729
+15,883
+107% +$1.18M ﹤0.01% 1869
2014
Q4
$1.18M Sell
14,846
-3,890
-21% -$286K ﹤0.01% 2370
2014
Q3
$1.27M Buy
18,736
+4,104
+28% +$304K ﹤0.01% 2148
2014
Q2
$1.25M Buy
+14,632
New +$1.14M ﹤0.01% 2069
2014
Q1
Sell
-6,096
Closed -$419K 3514
2013
Q4
$419K Sell
6,096
-6,198
-50% -$378K ﹤0.01% 2835
2013
Q3
$700K Buy
12,294
+2,368
+24% +$129K ﹤0.01% 2345
2013
Q2
$501K Buy
+9,926
New +$465K ﹤0.01% 2338

Other funds holding CVCO

Israel Englander's CVCO Position: Q2 2026 in Review

Israel Englander reduced its Cavco Industries (CVCO) stake by 27% in Q2 2026, selling an estimated $6.73M and leaving 35,070 shares worth $21.5M. The position accounts for 0.01% of the portfolio, ranked #1552.

Israel Englander first reported a position in CVCO in Q2 2013 and has held it in 49 quarters since. The position peaked at $24.1M in Q3 2023. 358 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Israel Englander held 35,070 shares of Cavco Industries worth $21.5M as of Q2 2026.
  • Israel Englander sold 12,674 Cavco Industries shares in Q2 2026, an estimated $6.73M.
  • Cavco Industries made up 0.01% of Israel Englander's portfolio in Q2 2026, its #1552 holding.
  • Israel Englander first reported a position in Cavco Industries in Q2 2013 and has held it in 49 quarters since.
  • Israel Englander's Cavco Industries position peaked at $24.1M in Q3 2023.
  • 358 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Millennium Management's 13F filing for Q2 2026, filed 14 Aug 2026.