Numerai’s Cavco Industries CVCO Stock Holding History

Numerai’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	$3.09M	Buy	5,031 +1,387	+38%	+$736K	0.25%	103
2026 Q1	$1.76M	Buy	+3,644	New	+$2.07M	0.18%	175

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

Numerai's CVCO Position: Q2 2026 in Review

Numerai increased its Cavco Industries (CVCO) stake by 38% in Q2 2026, buying an estimated $736K and bringing the position to 5,031 shares worth $3.09M. The position accounts for 0.25% of the portfolio, ranked #103.

Numerai first reported a position in CVCO in Q1 2026 and has held it in 2 quarters since. 356 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

Numerai held 5,031 shares of Cavco Industries worth $3.09M as of Q2 2026.
Numerai bought 1,387 Cavco Industries shares in Q2 2026, an estimated $736K.
Cavco Industries made up 0.25% of Numerai's portfolio in Q2 2026, its #103 holding.
Numerai first reported a position in Cavco Industries in Q1 2026 and has held it in 2 quarters since.
356 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Numerai's 13F filing for Q2 2026, filed 14 Aug 2026.