LAM
CVCO icon

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
Q2 		$641K Buy
1,043
+27
+3% +$14.3K 0.35% 65
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lakewood Asset Management's CVCO Position: Q2 2026 in Review

Lakewood Asset Management increased its Cavco Industries (CVCO) stake by 2.7% in Q2 2026, buying an estimated $14.3K and bringing the position to 1,043 shares worth $641K. The position accounts for 0.35% of the portfolio, ranked #65.

Lakewood Asset Management first reported a position in CVCO in Q4 2022 and has held it in 15 quarters since. 359 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Lakewood Asset Management held 1,043 shares of Cavco Industries worth $641K as of Q2 2026.
  • Lakewood Asset Management bought 27 Cavco Industries shares in Q2 2026, an estimated $14.3K.
  • Cavco Industries made up 0.35% of Lakewood Asset Management's portfolio in Q2 2026, its #65 holding.
  • Lakewood Asset Management first reported a position in Cavco Industries in Q4 2022 and has held it in 15 quarters since.
  • 359 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Lakewood Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.