Jacobs Levy Equity Management
CVCO icon

Jacobs Levy Equity Management’s Cavco Industries CVCO Stock Holding History

Jacobs Levy Equity Management’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
Q2 		$8.97M Buy
14,595
+2,757
+23% +$1.46M 0.03% 332
2026
Q1 		$5.73M Sell
11,838
-17,636
-60% -$10M 0.02% 391
2025
Q4 		$17.4M Sell
29,474
-3,564
-11% -$2.02M 0.07% 227
2025
Q3 		$19.2M Sell
33,038
-752
-2% -$368K 0.08% 206
2025
Q2 		$14.7M Sell
33,790
-822
-2% -$385K 0.06% 250
2025
Q1 		$18M Sell
34,612
-24,053
-41% -$12.1M 0.07% 240
2024
Q4 		$26.2M Buy
58,665
+7,093
+14% +$3.26M 0.09% 193
2024
Q3 		$22.1M Buy
51,572
+3,615
+8% +$1.43M 0.09% 219
2024
Q2 		$16.6M Buy
47,957
+18,440
+62% +$6.71M 0.07% 254
2024
Q1 		$11.8M Sell
29,517
-710
-2% -$251K 0.05% 275
2023
Q4 		$10.5M Sell
30,227
-2,742
-8% -$781K 0.05% 296
2023
Q3 		$8.76M Sell
32,969
-2,878
-8% -$807K 0.05% 278
2023
Q2 		$10.6M Buy
35,847
+233
+0.7% +$67K 0.06% 271
2023
Q1 		$11.3M Buy
35,614
+5,803
+19% +$1.61M 0.07% 267
2022
Q4 		$6.74M Buy
29,811
+9,841
+49% +$2.19M 0.05% 346
2022
Q3 		$4.11M Buy
+19,970
New +$4.73M 0.03% 431
2018
Q4 		– Sell
-2,220
Closed -$562K – 994
2018
Q3 		$562K Sell
2,220
-350
-14% -$81K 0.01% 756
2018
Q2 		$534K Buy
+2,570
New +$483K 0.01% 781

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jacobs Levy Equity Management's CVCO Position: Q2 2026 in Review

Jacobs Levy Equity Management increased its Cavco Industries (CVCO) stake by 23% in Q2 2026, buying an estimated $1.46M and bringing the position to 14,595 shares worth $8.97M. The position accounts for 0.03% of the portfolio, ranked #332.

Jacobs Levy Equity Management first reported a position in CVCO in Q2 2018 and has held it in 18 quarters since. The position peaked at $26.2M in Q4 2024. 358 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Jacobs Levy Equity Management held 14,595 shares of Cavco Industries worth $8.97M as of Q2 2026.
  • Jacobs Levy Equity Management bought 2,757 Cavco Industries shares in Q2 2026, an estimated $1.46M.
  • Cavco Industries made up 0.03% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #332 holding.
  • Jacobs Levy Equity Management first reported a position in Cavco Industries in Q2 2018 and has held it in 18 quarters since.
  • Jacobs Levy Equity Management's Cavco Industries position peaked at $26.2M in Q4 2024.
  • 358 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

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