Back to CVCO
CONFLUENCE INVESTMENT MANAGEMENT LLC → CVCO
CONFLUENCE INVESTMENT MANAGEMENT LLC CVCO Position History
Cavco Industries, Inc.
Quarters held
12
Latest value
$77K
Q3 2026
Peak value
$6.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.4M |
| Q3 2025 | $175K |
| Q3 2025 | $573K |
| Q4 2025 | $5.7M |
| Q4 2025 | $109K |
| Q4 2025 | $350K |
| Q1 2026 | $3.8M |
| Q1 2026 | $71K |
| Q2 2026 | $4.4M |
| Q2 2026 | $84K |
| Q3 2026 | $3.5M |
| Q3 2026 | $77K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $77K | 137 | — | — |
| Q3 2026 | $3.5M | 6.3K | — | — |
| Q2 2026 | $84K | 137 | — | — |
| Q2 2026 | $4.4M | 7.2K | — | — |
| Q1 2026 | $71K | 146 | — | — |
| Q1 2026 | $3.8M | 7.8K | — | — |
| Q4 2025 | $350K | 593 | — | — |
| Q4 2025 | $109K | 184 | — | — |
| Q4 2025 | $5.7M | 9.6K | — | — |
| Q3 2025 | $573K | 986 | — | — |
| Q3 2025 | $175K | 302 | — | — |
| Q3 2025 | $6.4M | 11.0K | — | — |
Other funds holding CVCO
$326.5M
$257.6M
$257.6M
$194.6M
$79.2M