PCM
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Polymer Capital Management’s Cavco Industries CVCO Stock Holding History

Polymer 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
2026
Q2 		$1.59M Buy
2,594
+2,144
+476% +$1.14M 0.21% 108
2026
Q1 		$218K Sell
450
-793
-64% -$450K 0.02% 720
2025
Q4 		$734K Buy
1,243
+566
+84% +$321K 0.08% 377
2025
Q3 		$393K Sell
677
-563
-45% -$275K 0.04% 478
2025
Q2 		$539K Buy
+1,240
New +$581K 0.06% 250

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

Polymer Capital Management's CVCO Position: Q2 2026 in Review

Polymer Capital Management increased its Cavco Industries (CVCO) stake by 476% in Q2 2026, buying an estimated $1.14M and bringing the position to 2,594 shares worth $1.59M. The position accounts for 0.21% of the portfolio, ranked #108.

Polymer Capital Management first reported a position in CVCO in Q2 2025 and has held it in 5 quarters since. 359 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Polymer Capital Management held 2,594 shares of Cavco Industries worth $1.59M as of Q2 2026.
  • Polymer Capital Management bought 2,144 Cavco Industries shares in Q2 2026, an estimated $1.14M.
  • Cavco Industries made up 0.21% of Polymer Capital Management's portfolio in Q2 2026, its #108 holding.
  • Polymer Capital Management first reported a position in Cavco Industries in Q2 2025 and has held it in 5 quarters since.
  • 359 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

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