Jeff Yass’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 | $10.9M | Buy |
17,700
+5,000
| +39% | +$2.65M | ﹤0.01% | 3274 |
|
|
2026
Q1 | $6.15M | Buy |
12,700
+6,200
| +95% | +$3.52M | ﹤0.01% | 3884 |
|
|
2025
Q4 | $3.84M | Buy |
6,500
+500
| +8% | +$283K | ﹤0.01% | 4465 |
|
|
2025
Q3 | $3.48M | Buy |
6,000
+100
| +2% | +$48.9K | ﹤0.01% | 4696 |
|
|
2025
Q2 | $2.56M | Sell |
5,900
-4,700
| -44% | -$2.2M | ﹤0.01% | 5277 |
|
|
2025
Q1 | $5.51M | Sell |
10,600
-2,700
| -20% | -$1.36M | ﹤0.01% | 3480 |
|
|
2024
Q4 | $5.93M | Buy |
13,300
+12,200
| +1,109% | +$5.6M | ﹤0.01% | 3348 |
|
|
2024
Q3 | $471K | Buy |
1,100
+300
| +38% | +$118K | ﹤0.01% | 8596 |
|
|
2024
Q2 | $277K | Sell |
800
-5,000
| -86% | -$1.82M | ﹤0.01% | 9634 |
|
|
2024
Q1 | $2.31M | Buy |
5,800
+2,400
| +71% | +$850K | ﹤0.01% | 5008 |
|
|
2023
Q4 | $1.18M | Sell |
3,400
-2,000
| -37% | -$570K | ﹤0.01% | 6585 |
|
|
2023
Q3 | $1.43M | Sell |
5,400
-10,200
| -65% | -$2.86M | ﹤0.01% | 5828 |
|
|
2023
Q2 | $4.6M | Sell |
15,600
-2,300
| -13% | -$661K | ﹤0.01% | 3676 |
|
|
2023
Q1 | $5.69M | Buy |
+17,900
| New | +$4.95M | ﹤0.01% | 3266 |
|
|
2022
Q4 | – | Sell |
-4,800
| Closed | -$988K | – | 12606 |
|
|
2022
Q3 | $988K | Buy |
+4,800
| New | +$1.14M | ﹤0.01% | 6661 |
|
|
2021
Q2 | – | Sell |
-10,400
| Closed | -$2.35M | – | 12632 |
|
|
2021
Q1 | $2.35M | Buy |
+10,400
| New | +$2.17M | ﹤0.01% | 5533 |
|
|
2020
Q1 | – | Sell |
-15,600
| Closed | -$3.05M | – | 10308 |
|
|
2019
Q4 | $3.05M | Sell |
15,600
-17,500
| -53% | -$3.43M | ﹤0.01% | 3668 |
|
|
2019
Q3 | $6.36M | Buy |
33,100
+9,400
| +40% | +$1.66M | ﹤0.01% | 2432 |
|
|
2019
Q2 | $3.73M | Hold |
23,700
| – | – | ﹤0.01% | 3123 |
|
|
2019
Q1 | $2.79M | Buy |
+23,700
| New | +$3.24M | ﹤0.01% | 3239 |
|
|
2018
Q4 | – | Sell |
-7,900
| Closed | -$2M | – | 9064 |
|
|
2018
Q3 | $2M | Buy |
7,900
+1,900
| +32% | +$440K | ﹤0.01% | 3994 |
|
|
2018
Q2 | $1.25M | Buy |
6,000
+2,900
| +94% | +$545K | ﹤0.01% | 4895 |
|
|
2018
Q1 | $539K | Buy |
+3,100
| New | +$512K | ﹤0.01% | 6477 |
|
|
2016
Q4 | – | Sell |
-8,700
| Closed | -$862K | – | 9629 |
|
|
2016
Q3 | $862K | Sell |
8,700
-5,000
| -36% | -$499K | ﹤0.01% | 5073 |
|
|
2016
Q2 | $1.28M | Buy |
+13,700
| New | +$1.26M | ﹤0.01% | 4352 |
|
Other funds holding CVCO
FMI
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.