Long Pond Capital’s Cavco Industries CVCO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-85,623	Closed	-$10.1M	–	42
2019 Q1	$10.1M	Buy	+85,623	New	+$10.1M	0.35%	32