Chuck Royce's CVCO Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 22,504 shares of Cavco Industries, Inc. (CVCO) worth $13.29 M, representing 0.13% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Chuck Royce has maintained a long-term strategic position in CVCO, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2020, adding 31,456 shares. Largest reduction occurred in Q1 2014, reducing 33,890 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Cavco Industries (CVCO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Cavco Industries (CVCO) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -6,900 | Reduce 23.47% | 22,504 | $590.74 |
| Q3 2025 | -7,820 | Reduce 21.01% | 29,404 | $580.73 |
| Q2 2025 | -910 | Reduce 2.39% | 37,224 | $434.43 |
| Q1 2025 | -6,041 | Reduce 13.68% | 38,134 | $519.63 |
| Q4 2024 | -6,132 | Reduce 12.19% | 44,175 | $446.23 |
| Q3 2024 | -1,539 | Reduce 2.97% | 50,307 | $428.24 |
| Q2 2024 | -1,699 | Reduce 3.17% | 51,846 | $346.17 |
| Q1 2024 | -1,205 | Reduce 2.20% | 53,545 | $399.06 |
| Q4 2023 | +131 | Add 0.24% | 54,750 | $346.62 |
| Q3 2023 | -320 | Reduce 0.58% | 54,619 | $265.66 |
| Q2 2023 | -6,853 | Reduce 11.09% | 54,939 | $295.00 |
| Q1 2023 | +2,579 | Add 4.36% | 61,792 | $317.74 |
| Q4 2022 | +1,500 | Add 2.60% | 59,213 | $226.25 |
| Q3 2022 | +2,634 | Add 4.78% | 57,713 | $205.76 |
| Q2 2022 | +14,100 | Add 34.41% | 55,079 | $195.99 |
| Q1 2022 | +200 | Add 0.49% | 40,979 | $240.86 |
| Q4 2021 | -6,600 | Reduce 13.93% | 40,779 | $317.64 |
| Q3 2021 | -7,677 | Reduce 13.94% | 47,379 | $236.75 |
| Q2 2021 | -17,100 | Reduce 23.70% | 55,056 | $222.19 |
| Q1 2021 | -2,700 | Reduce 3.61% | 72,156 | $225.61 |
| Q4 2020 | +3,500 | Add 4.90% | 74,856 | $175.44 |
| Q3 2020 | -1,500 | Reduce 2.06% | 71,356 | $180.31 |
| Q2 2020 | +31,456 | Add 75.98% | 72,856 | $192.85 |
| Q1 2020 | +8,100 | Add 24.32% | 41,400 | $144.95 |
| Q3 2019 | -11,129 | Reduce 25.05% | 33,300 | $192.10 |
| Q2 2019 | +10,000 | Add 29.05% | 44,429 | $157.53 |
| Q4 2018 | -12,041 | Reduce 25.91% | 34,429 | $130.38 |
| Q3 2018 | -1,700 | Reduce 3.53% | 46,470 | $253.00 |
| Q2 2018 | -4,900 | Reduce 9.23% | 48,170 | $207.66 |
| Q1 2018 | -1,000 | Reduce 1.85% | 53,070 | $173.75 |
| Q3 2017 | +700 | Add 1.31% | 54,070 | $147.55 |
| Q2 2017 | -13,750 | Reduce 20.49% | 53,370 | $129.64 |
| Q1 2017 | -9,700 | Reduce 12.63% | 67,120 | $116.40 |
| Q4 2016 | -4,700 | Reduce 5.77% | 76,820 | $99.84 |
| Q3 2016 | -13,500 | Reduce 14.21% | 81,520 | $99.06 |
| Q2 2016 | -7,400 | Reduce 7.23% | 95,020 | $93.70 |
| Q1 2016 | -17,600 | Reduce 14.66% | 102,420 | $93.46 |
| Q4 2015 | -23,100 | Reduce 16.14% | 120,020 | $83.31 |
| Q3 2015 | -300 | Reduce 0.21% | 143,120 | $68.09 |
| Q2 2015 | +300 | Add 0.21% | 143,420 | $75.44 |
| Q1 2015 | +19,200 | Add 15.49% | 143,120 | $75.06 |
| Q4 2014 | -12,100 | Reduce 8.90% | 123,920 | $79.27 |
| Q3 2014 | -10,000 | Reduce 6.85% | 136,020 | $68.00 |
| Q2 2014 | -10,200 | Reduce 6.53% | 146,020 | $85.30 |
| Q1 2014 | -33,890 | Reduce 17.83% | 156,220 | $78.45 |
| Q4 2013 | -29,110 | Reduce 13.28% | 190,110 | $68.70 |
| Q3 2013 | -13,500 | Reduce 5.80% | 219,220 | $56.95 |
| Q2 2013 | +232,720 | Add 0.00% | 232,720 | $50.45 |
Chuck Royce's Cavco Industries Investment FAQs
Chuck Royce first purchased Cavco Industries, Inc. (CVCO) in Q2 2013, acquiring 232,720 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Cavco Industries, Inc. (CVCO) for 51 quarters since Q2 2013.
Chuck Royce's largest addition to Cavco Industries, Inc. (CVCO) was in Q2 2013, adding 232,720 shares worth $11.74 M.
According to the latest 13F filing for Q4 2025, Chuck Royce's firm, Royce & Associates Lp, owns 22,504 shares of Cavco Industries, Inc. (CVCO), valued at approximately $13.29 M.
As of the Q4 2025 filing, Cavco Industries, Inc. (CVCO) represents approximately 0.13% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Cavco Industries, Inc. (CVCO) was 232,720 shares, as reported at the end of Q2 2013.