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O'Shaughnessy Asset Management’s Cavco Industries CVCO Stock Holding History

O'Shaughnessy Asset Management’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 		$320K Sell
521
-178
-25% -$94.5K ﹤0.01% 1800
2026
Q1 		$339K Sell
699
-575
-45% -$326K ﹤0.01% 1722
2025
Q4 		$753K Buy
1,274
+155
+14% +$87.8K ﹤0.01% 1285
2025
Q3 		$650K Buy
1,119
+190
+20% +$92.9K ﹤0.01% 1355
2025
Q2 		$404K Hold
929
– – ﹤0.01% 1498
2025
Q1 		$483K Buy
929
+166
+22% +$83.4K ﹤0.01% 1339
2024
Q4 		$340K Buy
763
+60
+9% +$27.6K ﹤0.01% 1464
2024
Q3 		$306K Buy
+703
New +$277K ﹤0.01% 1479
2024
Q2 		– Sell
-523
Closed -$209K – 1973
2024
Q1 		$209K Buy
+523
New +$185K ﹤0.01% 1489
2021
Q4 		– Sell
-18
Closed -$4K – 1530
2021
Q3 		$4K Hold
18
– – ﹤0.01% 2367
2021
Q2 		$4K Hold
18
– – ﹤0.01% 2177
2021
Q1 		$4K Hold
18
– – ﹤0.01% 1955
2020
Q4 		$3K Hold
18
– – ﹤0.01% 1768
2020
Q3 		$3K Hold
18
– – ﹤0.01% 1558
2020
Q2 		$3K Buy
+18
New +$2.95K ﹤0.01% 1428
2015
Q2 		– Sell
-7,955
Closed -$596K – 997
2015
Q1 		$596K Sell
7,955
-26,324
-77% -$1.95M 0.01% 357
2014
Q4 		$2.7M Sell
34,279
-4,191
-11% -$308K 0.05% 205
2014
Q3 		$2.61M Sell
38,470
-997
-3% -$73.8K 0.05% 224
2014
Q2 		$3.36M Buy
39,467
+17,256
+78% +$1.34M 0.06% 200
2014
Q1 		$1.74M Buy
+22,211
New +$1.69M 0.03% 257

Other funds holding CVCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

O'Shaughnessy Asset Management's CVCO Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Cavco Industries (CVCO) stake by 25% in Q2 2026, selling an estimated $94.5K and leaving 521 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #1800.

O'Shaughnessy Asset Management first reported a position in CVCO in Q1 2014 and has held it in 20 quarters since. The position peaked at $3.36M in Q2 2014. 358 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • O'Shaughnessy Asset Management held 521 shares of Cavco Industries worth $320K as of Q2 2026.
  • O'Shaughnessy Asset Management sold 178 Cavco Industries shares in Q2 2026, an estimated $94.5K.
  • Cavco Industries made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1800 holding.
  • O'Shaughnessy Asset Management first reported a position in Cavco Industries in Q1 2014 and has held it in 20 quarters since.
  • O'Shaughnessy Asset Management's Cavco Industries position peaked at $3.36M in Q2 2014.
  • 358 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.