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Osterweis Capital Management’s Cavco Industries CVCO Stock Holding History

Osterweis Capital 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
2025
Q2 		– Sell
-33,337
Closed -$17.3M – 314
2025
Q1 		$17.3M Sell
33,337
-5,164
-13% -$2.6M 0.86% 42
2024
Q4 		$17.2M Buy
38,501
+2,515
+7% +$1.15M 0.8% 46
2024
Q3 		$15.4M Buy
35,986
+6,714
+23% +$2.65M 0.78% 43
2024
Q2 		$10.1M Buy
29,272
+5,916
+25% +$2.15M 0.52% 54
2024
Q1 		$9.32M Sell
23,356
-1,016
-4% -$360K 0.55% 49
2023
Q4 		$8.45M Buy
24,372
+5,004
+26% +$1.43M 0.54% 52
2023
Q3 		$5.15M Sell
19,368
-6,368
-25% -$1.79M 0.38% 70
2023
Q2 		$7.59M Sell
25,736
-498
-2% -$143K 0.5% 56
2023
Q1 		$8.34M Sell
26,234
-9,291
-26% -$2.57M 0.57% 56
2022
Q4 		$8.04M Sell
35,525
-1,265
-3% -$281K 0.58% 56
2022
Q3 		$7.57M Buy
36,790
+9,130
+33% +$2.16M 0.57% 53
2022
Q2 		$5.42M Buy
+27,660
New +$6.16M 0.41% 66
2020
Q4 		– Sell
-11,566
Closed -$2.08M – 128
2020
Q3 		$2.08M Buy
11,566
+295
+3% +$56.3K 0.14% 94
2020
Q2 		$2.17M Buy
+11,271
New +$1.85M 0.16% 90
2019
Q1 		– Sell
-23,571
Closed -$3.07M – 108
2018
Q4 		$3.07M Sell
23,571
-7,160
-23% -$1.29M 0.24% 71
2018
Q3 		$7.78M Buy
30,731
+3,160
+11% +$732K 0.5% 60
2018
Q2 		$5.72M Buy
27,571
+3,120
+13% +$586K 0.37% 60
2018
Q1 		$4.25M Sell
24,451
-3,005
-11% -$497K 0.3% 61
2017
Q4 		$4.19M Hold
27,456
– – 0.3% 54
2017
Q3 		$4.05M Buy
27,456
+4,920
+22% +$655K 0.3% 50
2017
Q2 		$2.92M Buy
22,536
+590
+3% +$70.4K 0.22% 58
2017
Q1 		$2.56M Buy
21,946
+1,145
+6% +$124K 0.2% 61
2016
Q4 		$2.08M Sell
20,801
-2,199
-10% -$212K 0.15% 62
2016
Q3 		$2.28M Buy
23,000
+3,243
+16% +$323K 0.14% 51
2016
Q2 		$1.85M Sell
19,757
-10,000
-34% -$922K 0.12% 51
2016
Q1 		$2.78M Buy
+29,757
New +$2.45M 0.16% 37

Other funds holding CVCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Osterweis Capital Management's CVCO Position: Q2 2025 in Review

Osterweis Capital Management sold out of Cavco Industries (CVCO) in Q2 2025, closing a stake of 33,337 shares — an estimated $17.3M sold.

Osterweis Capital Management first reported a position in CVCO in Q1 2016 and held it in 26 quarters. The position peaked at $17.3M in Q1 2025. 314 funds tracked by Wall St. Rank hold CVCO as of Q2 2025.

  • Osterweis Capital Management reported no remaining Cavco Industries position as of Q2 2025 after selling out during the quarter.
  • Osterweis Capital Management sold 33,337 Cavco Industries shares in Q2 2025, an estimated $17.3M.
  • Osterweis Capital Management first reported a position in Cavco Industries in Q1 2016 and held it in 26 quarters.
  • Osterweis Capital Management's Cavco Industries position peaked at $17.3M in Q1 2025.
  • 314 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2025.

Based on Osterweis Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.