Cavco Industries, Inc.

CVCO

Exchange: Nasdaq
Industry: Mobile Homes
SEC CIK: 0000278166

SEC filings (opens in a new tab)

In the last 90 days, Cavco Industries, Inc. insiders filed 0 open-market purchases and 3 sales; 362 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

Market capClose on Nov 11, 2026: $4.96B
Insider buysOpen market, last 90 days: 0
Insider sellsLast 90 days, $884.4K in total: 3
13F holdersQ2 2026, +18 vs. previous quarter: 362
13F valueReported value at the end of Q2 2026: $4.74B
Superinvestors holdingAt the end of Q2 2026: 1

Price chart

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Financials

See financial statements

From SEC filings, in USD.

Revenue, FY2026: $2.24B; +11.4% year over year
Net income, FY2026: $190.6M; +11.4% year over year
Free cash flow, FY2026: $232.1M; +47.8% year over year
Revenue, Q2 FY2027: $656.4M; +17.9% year over year

Revenue flow, FY2026

Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.

Short interest

See short data

From FINRA, settlement date Oct 30, 2026.

Short interest: 367.9K; Shares sold short
Change: −48.4K; −11.6% vs. previous
Days to cover: 3.95; At average daily volume

Superinvestors holding CVCO, Q2 2026

Go to the superinvestors tab

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

See all insider trades

Open-market purchases and sales by Cavco Industries, Inc. insiders from Form 4, newest first.

Insider trades
Filed (ET)	Trade date	Filing delay	Insider	Transaction	Shares	Avg price	Value	Holding change
Nov 5, 2026 (view filing)5:11 PM ET	Nov 4	1 day	Schuknecht Seth GEVP, General Counsel	SSale	−542	$685.00	−$371.3K	−29.1%1.32K after
Nov 5, 2026 (view filing)5:06 PM ET	Nov 4	1 day	Kerley Richard ADirector	SSale	−459	$676.87	−$310.7K	−7.1%6.00K after
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

Top 10 13F holders, Q2 2026

See all 362 holders

The largest institutional positions in Cavco Industries, Inc. at the end of Q2 2026; share changes are against Q1 2026.

Institutions holding CVCO in Q2 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

Holders of 5% or more of CVCO

See all 3 holders and filings

Holders whose latest Schedule 13D or 13G filing reports 5% or more of Cavco Industries, Inc..

Largest holders of CVCO from 13D and 13G filings
Holder	Latest form	Stake	Change	First filed	Latest filing	Filing
Capital World Investors	13G/A	6.90%528.2K shares	−1.20 ppfrom 8.10%	Feb 9, 20243 filings	Aug 12, 2026	SEC
Vanguard Capital Management LLC	13G	5.25%407.6K shares	New	Apr 29, 20261 filing	Apr 29, 2026	SEC
State Street Corp	13G	5.20%401.9K shares	+0.20 ppfrom 5.00%	Nov 10, 20253 filings	May 12, 2026	SEC