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Susquehanna Portfolio Strategies’s Cavco Industries CVCO Stock Holding History

Susquehanna Portfolio Strategies’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 		$8.83M Sell
14,370
-1,618
-10% -$859K 0.14% 198
2026
Q1 		$7.74M Sell
15,988
-3,645
-19% -$2.07M 0.12% 224
2025
Q4 		$11.6M Buy
19,633
+1,118
+6% +$633K 0.18% 162
2025
Q3 		$10.8M Buy
18,515
+16,815
+989% +$8.22M 0.17% 165
2025
Q2 		$739K Buy
1,700
+1,300
+325% +$609K 0.02% 575
2025
Q1 		$208K Buy
+400
New +$201K 0.09% 123

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

Susquehanna Portfolio Strategies's CVCO Position: Q2 2026 in Review

Susquehanna Portfolio Strategies reduced its Cavco Industries (CVCO) stake by 10% in Q2 2026, selling an estimated $859K and leaving 14,370 shares worth $8.83M. The position accounts for 0.14% of the portfolio, ranked #198.

Susquehanna Portfolio Strategies first reported a position in CVCO in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.6M in Q4 2025. 358 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Susquehanna Portfolio Strategies held 14,370 shares of Cavco Industries worth $8.83M as of Q2 2026.
  • Susquehanna Portfolio Strategies sold 1,618 Cavco Industries shares in Q2 2026, an estimated $859K.
  • Cavco Industries made up 0.14% of Susquehanna Portfolio Strategies's portfolio in Q2 2026, its #198 holding.
  • Susquehanna Portfolio Strategies first reported a position in Cavco Industries in Q1 2025 and has held it in 6 quarters since.
  • Susquehanna Portfolio Strategies's Cavco Industries position peaked at $11.6M in Q4 2025.
  • 358 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Susquehanna Portfolio Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.