JY
CVCO icon

Jeff Yass’s Cavco Industries CVCO Stock Holding History

Jeff Yass’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 		$2.96M Sell
4,824
-1,546
-24% -$821K ﹤0.01% 5647
2026
Q1 		$3.08M Buy
6,370
+2,494
+64% +$1.42M ﹤0.01% 5219
2025
Q4 		$2.29M Sell
3,876
-1,839
-32% -$1.04M ﹤0.01% 5358
2025
Q3 		$3.32M Sell
5,715
-5,740
-50% -$2.81M ﹤0.01% 4781
2025
Q2 		$4.98M Buy
11,455
+196
+2% +$91.8K ﹤0.01% 3974
2025
Q1 		$5.85M Buy
11,259
+6,264
+125% +$3.15M ﹤0.01% 3351
2024
Q4 		$2.23M Buy
4,995
+1,305
+35% +$599K ﹤0.01% 5057
2024
Q3 		$1.58M Sell
3,690
-513
-12% -$202K ﹤0.01% 5782
2024
Q2 		$1.45M Buy
4,203
+204
+5% +$74.2K ﹤0.01% 5748
2024
Q1 		$1.6M Buy
3,999
+739
+23% +$262K ﹤0.01% 5856
2023
Q4 		$1.13M Buy
3,260
+944
+41% +$269K ﹤0.01% 6696
2023
Q3 		$615K Sell
2,316
-3,424
-60% -$960K ﹤0.01% 7743
2023
Q2 		$1.69M Buy
5,740
+146
+3% +$42K ﹤0.01% 5495
2023
Q1 		$1.78M Buy
+5,594
New +$1.55M ﹤0.01% 5402
2022
Q4 		– Sell
-2,975
Closed -$661K – 12607
2022
Q3 		$612K Buy
2,975
+1,433
+93% +$340K ﹤0.01% 7940
2022
Q2 		$302K Sell
1,542
-247
-14% -$55K ﹤0.01% 9549
2022
Q1 		$431K Sell
1,789
-23
-1% -$6.34K ﹤0.01% 9356
2021
Q4 		$576K Buy
1,812
+91
+5% +$25.3K ﹤0.01% 8798
2021
Q3 		$407K Sell
1,721
-1,013
-37% -$244K ﹤0.01% 9895
2021
Q2 		$607K Buy
2,734
+819
+43% +$178K ﹤0.01% 9124
2021
Q1 		$432K Sell
1,915
-4,099
-68% -$854K ﹤0.01% 9807
2020
Q4 		$1.05M Buy
6,014
+3,540
+143% +$657K ﹤0.01% 6599
2020
Q3 		$446K Sell
2,474
-1,836
-43% -$350K ﹤0.01% 7905
2020
Q2 		$831K Sell
4,310
-8,461
-66% -$1.39M ﹤0.01% 6304
2020
Q1 		$1.85M Buy
12,771
+11,417
+843% +$2.24M ﹤0.01% 4108
2019
Q4 		$265K Sell
1,354
-4,406
-76% -$864K ﹤0.01% 8246
2019
Q3 		$1.11M Buy
5,760
+755
+15% +$134K ﹤0.01% 5482
2019
Q2 		$788K Buy
+5,005
New +$682K ﹤0.01% 6230
2019
Q1 		– Sell
-12,108
Closed -$1.66M – 8957
2018
Q4 		$1.58M Buy
+12,108
New +$2.19M ﹤0.01% 3891
2018
Q1 		– Sell
-3,540
Closed -$585K – 9425
2017
Q4 		$540K Buy
+3,540
New +$532K ﹤0.01% 6483
2017
Q1 		– Sell
-10,657
Closed -$1.06M – 9067
2016
Q4 		$1.06M Buy
+10,657
New +$1.03M ﹤0.01% 5404
2016
Q2 		– Sell
-14,500
Closed -$1.34M – 8636
2016
Q1 		$1.35M Buy
14,500
+143
+1% +$11.8K ﹤0.01% 4492
2015
Q4 		$1.2M Buy
14,357
+10,151
+241% +$862K ﹤0.01% 5064
2015
Q3 		$286K Sell
4,206
-2,167
-34% -$157K ﹤0.01% 8116
2015
Q2 		$481K Buy
6,373
+2,467
+63% +$177K ﹤0.01% 7710
2015
Q1 		$293K Sell
3,906
-1,840
-32% -$136K ﹤0.01% 8017
2014
Q4 		$455K Buy
+5,746
New +$422K ﹤0.01% 7396
2014
Q3 		– Sell
-5,416
Closed -$462K – 9482
2014
Q2 		$462K Buy
+5,416
New +$422K ﹤0.01% 7622
2014
Q1 		– Sell
-3,377
Closed -$232K – 8948
2013
Q4 		$232K Sell
3,377
-654
-16% -$39.8K ﹤0.01% 8018
2013
Q3 		$230K Buy
+4,031
New +$220K ﹤0.01% 7569

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

Jeff Yass's CVCO Position: Q2 2026 in Review

Jeff Yass reduced its Cavco Industries (CVCO) stake by 24% in Q2 2026, selling an estimated $821K and leaving 4,824 shares worth $2.96M. The position accounts for ﹤0.01% of the portfolio, ranked #5647.

Jeff Yass first reported a position in CVCO in Q3 2013 and has held it in 40 quarters since. The position peaked at $5.85M in Q1 2025. 358 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Jeff Yass held 4,824 shares of Cavco Industries worth $2.96M as of Q2 2026.
  • Jeff Yass sold 1,546 Cavco Industries shares in Q2 2026, an estimated $821K.
  • Cavco Industries made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #5647 holding.
  • Jeff Yass first reported a position in Cavco Industries in Q3 2013 and has held it in 40 quarters since.
  • Jeff Yass's Cavco Industries position peaked at $5.85M in Q1 2025.
  • 358 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.