Lakewood Asset Management’s Cavco Industries CVCO Stock Holding History

Lakewood Asset Management’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 Q1	$492K	Buy	1,016 +57	+6%	+$32.4K	0.31%	71
2025 Q4	$567K	Buy	959 +64	+7%	+$36.3K	0.33%	65
2025 Q3	$520K	Sell	895 -4	-0.4%	-$1.96K	0.31%	66
2025 Q2	$391K	Buy	899 +1	+0.1%	+$469	0.26%	71
2025 Q1	$467K	Sell	898 -21	-2%	-$10.6K	0.31%	62
2024 Q4	$410K	Buy	919 +17	+2%	+$7.81K	0.28%	76
2024 Q3	$386K	Buy	902 +71	+9%	+$28K	0.26%	79
2024 Q2	$288K	Buy	831 +24	+3%	+$8.73K	0.2%	90
2024 Q1	$322K	Hold	807	–	–	0.22%	80
2023 Q4	$280K	Buy	807 +5	+0.6%	+$1.43K	0.22%	82
2023 Q3	$213K	Buy	802 +3	+0.4%	+$841	0.17%	103
2023 Q2	$236K	Buy	799 +36	+5%	+$10.3K	0.19%	101
2023 Q1	$242K	Buy	763 +5	+0.7%	+$1.38K	0.2%	98
2022 Q4	$171K	Buy	+758	New	+$168K	0.14%	117

Other funds holding CVCO

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

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lakewood Asset Management's CVCO Position: Q1 2026 in Review

Lakewood Asset Management increased its Cavco Industries (CVCO) stake by 5.9% in Q1 2026, buying an estimated $32.4K and bringing the position to 1,016 shares worth $492K. The position accounts for 0.31% of the portfolio, ranked #71.

Lakewood Asset Management first reported a position in CVCO in Q4 2022 and has held it in 14 quarters since. The position peaked at $567K in Q4 2025. 343 funds tracked by Wall St. Rank hold CVCO as of Q1 2026.

Lakewood Asset Management held 1,016 shares of Cavco Industries worth $492K as of Q1 2026.
Lakewood Asset Management bought 57 Cavco Industries shares in Q1 2026, an estimated $32.4K.
Cavco Industries made up 0.31% of Lakewood Asset Management's portfolio in Q1 2026, its #71 holding.
Lakewood Asset Management first reported a position in Cavco Industries in Q4 2022 and has held it in 14 quarters since.
Lakewood Asset Management's Cavco Industries position peaked at $567K in Q4 2025.
343 funds tracked by Wall St. Rank held Cavco Industries as of Q1 2026.

Based on Lakewood Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.