TAM
CVCO icon

Third Avenue Management’s Cavco Industries CVCO Stock Holding History

Third Avenue Management’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
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

Other funds holding CVCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Third Avenue Management's CVCO Position: Q2 2018 in Review

Third Avenue Management sold out of Cavco Industries (CVCO) in Q2 2018, closing a stake of 271,200 shares — an estimated $47.1M sold.

Third Avenue Management first reported a position in CVCO in Q2 2013 and held it in 20 quarters. The position peaked at $152M in Q1 2014. 204 funds tracked by Wall St. Rank hold CVCO as of Q2 2018.

  • Third Avenue Management reported no remaining Cavco Industries position as of Q2 2018 after selling out during the quarter.
  • Third Avenue Management sold 271,200 Cavco Industries shares in Q2 2018, an estimated $47.1M.
  • Third Avenue Management first reported a position in Cavco Industries in Q2 2013 and held it in 20 quarters.
  • Third Avenue Management's Cavco Industries position peaked at $152M in Q1 2014.
  • 204 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2018.

Based on Third Avenue Management's 13F filing for Q2 2018, filed 25 Jul 2018.