SJS Investment Consulting’s Cavco Industries CVCO Stock Holding History

SJS Investment Consulting’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	$4.92K	Buy	8 +5	+167%	+$2.65K	﹤0.01%	1392
2026 Q1	$1.45K	Buy	3 +2	+200%	+$1.14K	﹤0.01%	1349
2025 Q4	$591	Hold	1	–	–	﹤0.01%	1470
2025 Q3	$581	Hold	1	–	–	﹤0.01%	1182
2025 Q2	$435	Sell	1 -1	-50%	-$469	﹤0.01%	1158
2025 Q1	$1.04K	Hold	2	–	–	﹤0.01%	983
2024 Q4	$893	Hold	2	–	–	﹤0.01%	1044
2024 Q3	$857	Hold	2	–	–	﹤0.01%	1117
2024 Q2	$693	Hold	2	–	–	﹤0.01%	1168
2024 Q1	$799	Hold	2	–	–	﹤0.01%	1116
2023 Q4	$694	Hold	2	–	–	﹤0.01%	1110
2023 Q3	$532	Sell	2 -1	-33%	-$280	﹤0.01%	1196
2023 Q2	$885	Sell	3 -1	-25%	-$287	﹤0.01%	947
2023 Q1	$1.27K	Buy	4 +1	+33%	+$277	﹤0.01%	782
2022 Q4	$679	Hold	3	–	–	﹤0.01%	1117
2022 Q3	$0	Buy	+3	New	+$711	﹤0.01%	1142

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

SJS Investment Consulting's CVCO Position: Q2 2026 in Review

SJS Investment Consulting increased its Cavco Industries (CVCO) stake by 167% in Q2 2026, buying an estimated $2.65K and bringing the position to 8 shares worth $4.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

SJS Investment Consulting first reported a position in CVCO in Q3 2022 and has held it in 16 quarters since. 356 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

SJS Investment Consulting held 8 shares of Cavco Industries worth $4.92K as of Q2 2026.
SJS Investment Consulting bought 5 Cavco Industries shares in Q2 2026, an estimated $2.65K.
Cavco Industries made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1392 holding.
SJS Investment Consulting first reported a position in Cavco Industries in Q3 2022 and has held it in 16 quarters since.
356 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.