Third Avenue Management’s Cavco Industries CVCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$9.55M | 1.8% | 15 |
|
|
2017
Q2 | $43.6M | Sell |
335,919
-80,547
| -19% | -$10.4M | 1.94% | 14 |
|
|
2017
Q1 | $48.5M | Sell |
416,466
-56,453
| -12% | -$6.57M | 2.22% | 12 |
|
|
2016
Q4 | $47.2M | Hold |
472,919
| – | – | 2.14% | 15 |
|
|
2016
Q3 | $46.8M | Sell |
472,919
-4,808
| -1% | -$476K | 2.15% | 15 |
|
|
2016
Q2 | $44.8M | Sell |
477,727
-252,007
| -35% | -$23.6M | 1.99% | 18 |
|
|
2016
Q1 | $68.2M | Sell |
729,734
-227,767
| -24% | -$21.3M | 2.62% | 11 |
|
|
2015
Q4 | $79.8M | Sell |
957,501
-430,280
| -31% | -$35.8M | 2.58% | 12 |
|
|
2015
Q3 | $94.5M | Sell |
1,387,781
-38,642
| -3% | -$2.63M | 2.57% | 12 |
|
|
2015
Q2 | $108M | Sell |
1,426,423
-114,241
| -7% | -$8.62M | 2.71% | 12 |
|
|
2015
Q1 | $116M | Sell |
1,540,664
-60,395
| -4% | -$4.53M | 2.9% | 8 |
|
|
2014
Q4 | $127M | Sell |
1,601,059
-116,384
| -7% | -$9.23M | 3.2% | 6 |
|
|
2014
Q3 | $117M | Sell |
1,717,443
-9,448
| -0.5% | -$642K | 2.45% | 10 |
|
|
2014
Q2 | $147M | Sell |
1,726,891
-208,867
| -11% | -$17.8M | 2.84% | 5 |
|
|
2014
Q1 | $152M | Sell |
1,935,758
-68,744
| -3% | -$5.39M | 2.94% | 6 |
|
|
2013
Q4 | $121M | Sell |
2,004,502
-8,518
| -0.4% | -$515K | 2.22% | 10 |
|
|
2013
Q3 | $115M | Buy |
2,013,020
+1,867,370
| +1,282% | +$106M | 2.22% | 11 |
|
|
2013
Q2 | $7.35M | Buy |
+145,650
| New | +$7.35M | 0.14% | 108 |
|