Samlyn Capital’s Cavco Industries CVCO Stock Holding History

Samlyn 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	–	Sell	-69,484	Closed	-$33.7M	–	82
2026 Q1	$33.7M	Sell	69,484 -1,917	-3%	-$1.09M	0.57%	53
2025 Q4	$42.2M	Buy	+71,401	New	+$40.5M	0.67%	43

Other funds holding CVCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Samlyn Capital's CVCO Position: Q2 2026 in Review

Samlyn Capital sold out of Cavco Industries (CVCO) in Q2 2026, closing a stake of 69,484 shares — an estimated $33.7M sold.

Samlyn Capital first reported a position in CVCO in Q4 2025 and held it in 2 quarters. The position peaked at $42.2M in Q4 2025. 358 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

Samlyn Capital reported no remaining Cavco Industries position as of Q2 2026 after selling out during the quarter.
Samlyn Capital sold 69,484 Cavco Industries shares in Q2 2026, an estimated $33.7M.
Samlyn Capital first reported a position in Cavco Industries in Q4 2025 and held it in 2 quarters.
Samlyn Capital's Cavco Industries position peaked at $42.2M in Q4 2025.
358 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

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