Cavco Industries, Inc.
CVCO- Exchange
- Nasdaq
- Industry
- Mobile Homes
- SEC CIK
- 0000278166
In the last 90 days, Cavco Industries, Inc. insiders filed 0 open-market purchases and 2 sales; 360 institutions reported holding it in 13F filings for Q2 2026, worth $4.74B in total; Duquesne Family Office is the only superinvestor holding it.
Key figures
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $219.6K in total
- 2
- 13F holdersQ2 2026, +18 vs. previous quarter
- 360
- 13F valueReported value at the end of Q2 2026
- $4.74B
- Superinvestors holdingAt the end of Q2 2026
- 1
Price chart
Superinvestors holding CVCO, Q2 2026
1 superinvestor reports holding Cavco Industries, Inc. on Form 13F. Percentages are the stock's share of each portfolio.
Duquesne Family Office
Stanley Druckenmiller
0.6%
Cavco Industries, Inc.'s share of the portfolio
- Shares
- 39,500
- Value
- $24.3M
Latest insider trades
Open-market purchases and sales by Cavco Industries, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Aug 19, 2026 (view filing)6:20 PM ET | Aug 18 | 1 day | Bigbee PaulChief Accounting Officer | SSale | −342 | $592.00 | −$202.5K | −31.7%736 after | |
| Aug 3, 2026 (view filing)7:22 PM ET | Jul 30 | 4 days | Daniels Lisa LynnDirector | SSale | −30 | $569.96 | −$17.1K | −9.2%297 after | |
| Jun 26, 2026 (view filing) | Jun 25 | 1 day | Aden AllisonEVP, CFO & Treasurer | SSale | −1.47K | $625.00 | −$920.6K | −13.9%9.15K after | |
| Jun 15, 2026 (view filing) | Jun 12 | 3 days | Aden AllisonEVP, CFO & Treasurer | SSale | −1.21K | $600.00 | −$724.8K | −10.2%10.6K after | |
| Jun 11, 2026 (view filing) | Jun 9 | 2 days | Kerley Richard ADirector | SSale | −500 | $588.76 | −$294.4K | −7.5%6.17K after | |
| Jun 1, 2026 (view filing) | May 28 | 4 days | Bigbee PaulChief Accounting Officer | SSale | −200 | $537.75 | −$107.5K | −15.3%1.10K after | |
| May 27, 2026 (view filing) | May 22 | 5 days | Cira Brian RPresident,Manufactured Housing | SSale | −31 | $509.17 | −$15.8K | −0.7%4.29K after | |
| May 19, 2026 (view filing) | May 15 | 4 days | Aden AllisonEVP, CFO & Treasurer | SSale | −129 | $455.76 | −$58.8K | −1.4%8.81K after | |
| Feb 5, 2026 (view filing) | Feb 3-4 | 2 days | Greenblatt David A.Director | PPurchase | +500 | $469.45 | +$234.7K | +3.2%16.1K after | 3 lots |
| Feb 5, 2026 (view filing) | Feb 4 | 1 day | Boor William CPresident & CEO | PPurchase | +1.00K | $495.00 | +$495.0K | +2.1%48.0K after |
Top 10 13F holders, Q2 2026
The largest institutional positions in Cavco Industries, Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,248,595 | $767.1M | 0.01% | +50,279+4.2% | Added |
| Capital World Investors | 528,190 | $324.5M | 0.04% | −88,389−14.3% | Reduced |
| State Street Corp | 419,204 | $257.6M | 0.01% | +17,299+4.3% | Added |
| Vanguard Capital Management LLC | 347,619 | $213.6M | 0.00% | −504−0.1% | Reduced |
| Vanguard Portfolio Management LLC | 331,162 | $203.5M | 0.01% | +13,440+4.2% | Added |
| Boston Partners | 325,596 | $199.6M | 0.18% | +25,936+8.7% | Added |
| Geode Capital Management, LLC | 259,180 | $159.3M | 0.01% | +18,507+7.7% | Added |
| Fiduciary Management Inc | 250,135 | $153.7M | 2.19% | −17,379−6.5% | Reduced |
| Dimensional Fund Advisors LP | 203,458 | $125.0M | 0.02% | +2,506+1.2% | Added |
| Ameriprise Financial Inc | 180,511 | $110.9M | 0.02% | +40,663+29.1% | Added |