Kemnay Advisory Services’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
$31.3K Buy
51
+1
+2% +$531 ﹤0.01% 473
2026
Q1
$24.2K Sell
50
-34
-40% -$19.3K ﹤0.01% 562
2025
Q4
$49.6K Buy
+84
New +$47.6K 0.01% 325

Other funds holding CVCO

Kemnay Advisory Services's CVCO Position: Q2 2026 in Review

Kemnay Advisory Services increased its Cavco Industries (CVCO) stake by 2% in Q2 2026, buying an estimated $531 and bringing the position to 51 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Kemnay Advisory Services first reported a position in CVCO in Q4 2025 and has held it in 3 quarters since. The position peaked at $49.6K in Q4 2025. 358 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Kemnay Advisory Services held 51 shares of Cavco Industries worth $31.3K as of Q2 2026.
  • Kemnay Advisory Services bought 1 Cavco Industries share in Q2 2026, an estimated $531.
  • Cavco Industries made up ﹤0.01% of Kemnay Advisory Services's portfolio in Q2 2026, its #473 holding.
  • Kemnay Advisory Services first reported a position in Cavco Industries in Q4 2025 and has held it in 3 quarters since.
  • Kemnay Advisory Services's Cavco Industries position peaked at $49.6K in Q4 2025.
  • 358 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Kemnay Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.