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Pillsbury Lake Capital’s Cavco Industries CVCO Stock Holding History

Pillsbury Lake Capital’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 		$11.5M Buy
18,772
+2,998
+19% +$1.59M 3.15% 11
2026
Q1 		$7.64M Sell
15,774
-9,772
-38% -$5.55M 3.45% 14
2025
Q4 		$15.1M Buy
+25,546
New +$14.5M 5.27% 4

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

Pillsbury Lake Capital's CVCO Position: Q2 2026 in Review

Pillsbury Lake Capital increased its Cavco Industries (CVCO) stake by 19% in Q2 2026, buying an estimated $1.59M and bringing the position to 18,772 shares worth $11.5M. The position accounts for 3.15% of the portfolio, ranked #11.

Pillsbury Lake Capital first reported a position in CVCO in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.1M in Q4 2025. 358 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Pillsbury Lake Capital held 18,772 shares of Cavco Industries worth $11.5M as of Q2 2026.
  • Pillsbury Lake Capital bought 2,998 Cavco Industries shares in Q2 2026, an estimated $1.59M.
  • Cavco Industries made up 3.15% of Pillsbury Lake Capital's portfolio in Q2 2026, its #11 holding.
  • Pillsbury Lake Capital first reported a position in Cavco Industries in Q4 2025 and has held it in 3 quarters since.
  • Pillsbury Lake Capital's Cavco Industries position peaked at $15.1M in Q4 2025.
  • 358 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

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