Petrus Trust Company’s Cavco Industries CVCO Stock Holding History

Petrus Trust Company’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 Q3	–	Sell	-577	Closed	-$251K	–	254
2025 Q2	$251K	Buy	+577	New	+$270K	0.03%	393
2023 Q1	–	Sell	-1,476	Closed	-$334K	–	568
2022 Q4	$334K	Buy	+1,476	New	+$328K	0.04%	212

Other funds holding CVCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Petrus Trust Company's CVCO Position: Q3 2025 in Review

Petrus Trust Company sold out of Cavco Industries (CVCO) in Q3 2025, closing a stake of 577 shares — an estimated $251K sold.

Petrus Trust Company first reported a position in CVCO in Q4 2022 and held it in 2 quarters. The position peaked at $334K in Q4 2022. 325 funds tracked by Wall St. Rank hold CVCO as of Q3 2025.

Petrus Trust Company reported no remaining Cavco Industries position as of Q3 2025 after selling out during the quarter.
Petrus Trust Company sold 577 Cavco Industries shares in Q3 2025, an estimated $251K.
Petrus Trust Company first reported a position in Cavco Industries in Q4 2022 and held it in 2 quarters.
Petrus Trust Company's Cavco Industries position peaked at $334K in Q4 2022.
325 funds tracked by Wall St. Rank held Cavco Industries as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.