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Steven Cohen’s Cavco Industries CVCO Stock Holding History

Steven Cohen’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 		$67.3M Buy
109,528
+6,813
+7% +$3.62M 0.07% 320
2026
Q1 		$49.7M Buy
102,715
+32,347
+46% +$18.4M 0.06% 371
2025
Q4 		$41.6M Buy
70,368
+8,737
+14% +$4.95M 0.05% 487
2025
Q3 		$35.8M Buy
+61,631
New +$30.1M 0.06% 343
2025
Q2 		– Sell
-13,485
Closed -$7.01M – 2263
2025
Q1 		$7.01M Buy
+13,485
New +$6.78M 0.02% 813
2022
Q3 		– Sell
-2,100
Closed -$412K – 1455
2022
Q2 		$412K Buy
+2,100
New +$468K ﹤0.01% 1217

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

Steven Cohen's CVCO Position: Q2 2026 in Review

Steven Cohen increased its Cavco Industries (CVCO) stake by 6.6% in Q2 2026, buying an estimated $3.62M and bringing the position to 109,528 shares worth $67.3M. The position accounts for 0.07% of the portfolio, ranked #320.

Steven Cohen first reported a position in CVCO in Q2 2022 and has held it in 6 quarters since. 357 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Steven Cohen held 109,528 shares of Cavco Industries worth $67.3M as of Q2 2026.
  • Steven Cohen bought 6,813 Cavco Industries shares in Q2 2026, an estimated $3.62M.
  • Cavco Industries made up 0.07% of Steven Cohen's portfolio in Q2 2026, its #320 holding.
  • Steven Cohen first reported a position in Cavco Industries in Q2 2022 and has held it in 6 quarters since.
  • 357 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Point72 Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.