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Lyon Street Capital’s Cavco Industries CVCO Stock Holding History

Lyon Street 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
2022
Q1 		$662K Buy
+2,750
New +$758K 0.99% 51
2020
Q3 		$585K Buy
+3,246
New +$619K 1.74% 26

Other funds holding CVCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Lyon Street Capital's CVCO Position: Q1 2022 in Review

Lyon Street Capital opened a new position in Cavco Industries (CVCO) in Q1 2022: 2,750 shares worth $662K. The stake represents 0.99% of the portfolio and ranks #51 among its holdings. This is a return to the name: Lyon Street Capital previously reported a position in CVCO as recently as Q3 2020.

Lyon Street Capital first reported a position in CVCO in Q3 2020 and has held it in 2 quarters since. 226 funds tracked by Wall St. Rank hold CVCO as of Q1 2022.

  • Lyon Street Capital held 2,750 shares of Cavco Industries worth $662K as of Q1 2022.
  • Cavco Industries was a new Lyon Street Capital position in Q1 2022.
  • Cavco Industries made up 0.99% of Lyon Street Capital's portfolio in Q1 2022, its #51 holding.
  • Lyon Street Capital first reported a position in Cavco Industries in Q3 2020 and has held it in 2 quarters since.
  • 226 funds tracked by Wall St. Rank held Cavco Industries as of Q1 2022.

Based on Lyon Street Capital's 13F filing for Q1 2022, filed 16 May 2022.