CAVCO INDUSTRIES INC · CUSIP 149568107 · CIK 897070
As of 2026-06-30, ASHFORD CAPITAL MANAGEMENT INC reported 13.73K CVCO (shares), valued at $8.44M, or 0.90% of its reported non-derivative portfolio. Filed 2026-08-21.
Verify history & sources →Shares decreased 52.52%; reported value decreased 39.77%, and weight changed -0.83 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.90% | 13,730 | SEC filing ↗Filed Aug 21, 2026 |
| Q1 2026 | 1.73% | 28,917 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 1.87% | 28,412 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 3.11% | 48,019 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 2.81% | 54,973 | SEC filing ↗Filed Aug 18, 2025 |
| Q1 2025 | 3.72% | 55,465 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 3.07% | 58,295 | SEC filing ↗Filed Feb 18, 2025 |
| Q3 2024 | 3.08% | 57,670 | SEC filing ↗Filed Nov 18, 2024 |
| Q2 2024 | 2.72% | 58,100 | SEC filing ↗Filed Aug 15, 2024 |
| Q1 2024 | 3.14% | 58,180 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 2.69% | 57,870 | SEC filing ↗Filed Feb 15, 2024 |
| Q3 2023 | 2.46% | 62,790 | SEC filing ↗Filed Nov 15, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.46% | 62,790 | $16.68M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 15, 2023 |
| Q4 2023 | 2.69% | 57,870 | $20.06M | Shares decreased 7.84%; reported value increased 20.25%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 15, 2024 |
| Q1 2024 | 3.14% | 58,180 | $23.22M | Shares increased 0.54%; reported value increased 15.75%, and weight changed +0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 2.72% | 58,100 | $20.11M | Shares decreased 0.14%; reported value decreased 13.37%, and weight changed -0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 15, 2024 |
| Q3 2024 | 3.08% | 57,670 | $24.70M | Shares decreased 0.74%; reported value increased 22.79%, and weight changed +0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 18, 2024 |
| Q4 2024 | 3.07% | 58,295 | $26.01M | Shares increased 1.08%; reported value increased 5.33%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 18, 2025 |
| Q1 2025 | 3.72% | 55,465 | $28.82M | Shares decreased 4.85%; reported value increased 10.80%, and weight changed +0.65 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 2.81% | 54,973 | $23.88M | Shares decreased 0.89%; reported value decreased 17.14%, and weight changed -0.91 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 18, 2025 |
| Q3 2025 | 3.11% | 48,019 | $27.89M | Shares decreased 12.65%; reported value increased 16.77%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 1.87% | 28,412 | $16.78M | Shares decreased 40.83%; reported value decreased 39.81%, and weight changed -1.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 1.73% | 28,917 | $14.00M | Shares increased 1.78%; reported value decreased 16.56%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 0.90% | 13,730 | $8.44M | Shares decreased 52.52%; reported value decreased 39.77%, and weight changed -0.83 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 21, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.