Jefferies Financial Group’s Cavco Industries CVCO Stock Holding History

Jefferies Financial Group’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
2025 Q2	–	Sell	-1,887	Closed	-$981K	–	1397
2025 Q1	$981K	Buy	+1,887	New	+$949K	0.01%	817
2024 Q2	–	Sell	-698	Closed	-$279K	–	1495
2024 Q1	$279K	Buy	+698	New	+$247K	﹤0.01%	1238
2023 Q4	–	Sell	-2,016	Closed	-$536K	–	1754
2023 Q3	$536K	Buy	+2,016	New	+$565K	﹤0.01%	1043

Other funds holding CVCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BBCM

Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Jefferies Financial Group's CVCO Position: Q2 2025 in Review

Jefferies Financial Group sold out of Cavco Industries (CVCO) in Q2 2025, closing a stake of 1,887 shares — an estimated $981K sold.

Jefferies Financial Group first reported a position in CVCO in Q3 2023 and held it in 3 quarters. The position peaked at $981K in Q1 2025. 314 funds tracked by Wall St. Rank hold CVCO as of Q2 2025.

Jefferies Financial Group reported no remaining Cavco Industries position as of Q2 2025 after selling out during the quarter.
Jefferies Financial Group sold 1,887 Cavco Industries shares in Q2 2025, an estimated $981K.
Jefferies Financial Group first reported a position in Cavco Industries in Q3 2023 and held it in 3 quarters.
Jefferies Financial Group's Cavco Industries position peaked at $981K in Q1 2025.
314 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2025.

Based on Jefferies Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.