Lakewood Asset Management’s Cavco Industries CVCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$391K Buy
899
+1
+0.1% +$434 0.26% 71
2025
Q1
$467K Sell
898
-21
-2% -$10.9K 0.31% 62
2024
Q4
$410K Buy
919
+17
+2% +$7.59K 0.28% 76
2024
Q3
$386K Buy
902
+71
+9% +$30.4K 0.26% 79
2024
Q2
$288K Buy
831
+24
+3% +$8.31K 0.2% 90
2024
Q1
$322K Hold
807
0.22% 80
2023
Q4
$280K Buy
807
+5
+0.6% +$1.73K 0.22% 82
2023
Q3
$213K Buy
802
+3
+0.4% +$797 0.17% 103
2023
Q2
$236K Buy
799
+36
+5% +$10.6K 0.19% 101
2023
Q1
$242K Buy
763
+5
+0.7% +$1.59K 0.2% 98
2022
Q4
$171K Buy
+758
New +$171K 0.14% 117