Long Pond Capital’s Cavco Industries CVCO Stock Holding History

Long Pond Capital’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
2019 Q2	–	Sell	-85,623	Closed	-$10.1M	–	43
2019 Q1	$10.1M	Buy	+85,623	New	+$11.7M	0.35%	32

Other funds holding CVCO

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Long Pond Capital's CVCO Position: Q2 2019 in Review

Long Pond Capital sold out of Cavco Industries (CVCO) in Q2 2019, closing a stake of 85,623 shares — an estimated $10.1M sold.

Long Pond Capital first reported a position in CVCO in Q1 2019 and held it in 1 quarter. The position peaked at $10.1M in Q1 2019. 189 funds tracked by Wall St. Rank hold CVCO as of Q2 2019.

Long Pond Capital reported no remaining Cavco Industries position as of Q2 2019 after selling out during the quarter.
Long Pond Capital sold 85,623 Cavco Industries shares in Q2 2019, an estimated $10.1M.
Long Pond Capital first reported a position in Cavco Industries in Q1 2019 and held it in 1 quarter.
Long Pond Capital's Cavco Industries position peaked at $10.1M in Q1 2019.
189 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2019.

Based on Long Pond Capital's 13F filing for Q2 2019, filed 13 Aug 2019.