Third Avenue Management’s Cavco Industries CVCO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-271,200	Closed	-$47.1M	–	77
2018 Q1	$47.1M	Hold	271,200	–	–	2.4%	14
2017 Q4	$41.4M	Hold	271,200	–	–	1.99%	16
2017 Q3	$40M	Sell	271,200 -64,719	-19%	-$8.62M	1.8%	15
2017 Q2	$43.6M	Sell	335,919 -80,547	-19%	-$9.62M	1.94%	14
2017 Q1	$48.5M	Sell	416,466 -56,453	-12%	-$6.13M	2.22%	12
2016 Q4	$47.2M	Hold	472,919	–	–	2.14%	15
2016 Q3	$46.8M	Sell	472,919 -4,808	-1%	-$480K	2.15%	15
2016 Q2	$44.8M	Sell	477,727 -252,007	-35%	-$23.2M	1.99%	18
2016 Q1	$68.2M	Sell	729,734 -227,767	-24%	-$18.8M	2.62%	11
2015 Q4	$79.8M	Sell	957,501 -430,280	-31%	-$36.5M	2.58%	12
2015 Q3	$94.5M	Sell	1,387,781 -38,642	-3%	-$2.8M	2.57%	12
2015 Q2	$108M	Sell	1,426,423 -114,241	-7%	-$8.19M	2.71%	12
2015 Q1	$116M	Sell	1,540,664 -60,395	-4%	-$4.47M	2.9%	8
2014 Q4	$127M	Sell	1,601,059 -116,384	-7%	-$8.55M	3.2%	6
2014 Q3	$117M	Sell	1,717,443 -9,448	-0.5%	-$699K	2.45%	10
2014 Q2	$147M	Sell	1,726,891 -208,867	-11%	-$16.3M	2.84%	5
2014 Q1	$152M	Sell	1,935,758 -68,744	-3%	-$5.23M	2.94%	6
2013 Q4	$121M	Sell	2,004,502 -8,518	-0.4%	-$519K	2.22%	10
2013 Q3	$115M	Buy	2,013,020 +1,867,370	+1,282%	+$102M	2.22%	11
2013 Q2	$7.35M	Buy	+145,650	New	+$6.82M	0.14%	108