Michael Gelband’s Cavco Industries CVCO Stock Holding History

Michael Gelband’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	$741K	Buy	+1,206	New	+$640K	﹤0.01%	1142
2024 Q4	–	Sell	-13,727	Closed	-$5.88M	–	1619
2024 Q3	$5.88M	Buy	13,727 +7,393	+117%	+$2.92M	0.04%	367
2024 Q2	$2.19M	Buy	+6,334	New	+$2.3M	0.02%	742
2023 Q4	–	Sell	-1,273	Closed	-$338K	–	1568
2023 Q3	$338K	Buy	+1,273	New	+$357K	﹤0.01%	1382
2023 Q2	–	Sell	-765	Closed	-$243K	–	1921
2023 Q1	$243K	Sell	765 -4,336	-85%	-$1.2M	﹤0.01%	1527
2022 Q4	$1.15M	Sell	5,101 -65	-1%	-$14.4K	0.02%	887
2022 Q3	$1.06M	Sell	5,166 -4,127	-44%	-$978K	0.01%	1084
2022 Q2	$1.82M	Buy	9,293 +7,129	+329%	+$1.59M	0.02%	817
2022 Q1	$521K	Buy	2,164 +1,412	+188%	+$389K	0.01%	1486
2021 Q4	$239K	Sell	752 -98	-12%	-$27.3K	﹤0.01%	1750
2021 Q3	$201K	Buy	+850	New	+$204K	﹤0.01%	1779

Other funds holding CVCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Michael Gelband's CVCO Position: Q2 2026 in Review

Michael Gelband opened a new position in Cavco Industries (CVCO) in Q2 2026: 1,206 shares worth $741K. The stake represents ﹤0.01% of the portfolio and ranks #1142 among its holdings. This is a return to the name: Michael Gelband previously reported a position in CVCO as recently as Q3 2024.

Michael Gelband first reported a position in CVCO in Q3 2021 and has held it in 11 quarters since. The position peaked at $5.88M in Q3 2024. 357 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

Michael Gelband held 1,206 shares of Cavco Industries worth $741K as of Q2 2026.
Cavco Industries was a new Michael Gelband position in Q2 2026.
Cavco Industries made up ﹤0.01% of Michael Gelband's portfolio in Q2 2026, its #1142 holding.
Michael Gelband first reported a position in Cavco Industries in Q3 2021 and has held it in 11 quarters since.
Michael Gelband's Cavco Industries position peaked at $5.88M in Q3 2024.
357 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on ExodusPoint Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.