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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.

13F holders, Q1 2021

Institutional positions in Cavco Industries, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
189
No complete 13F data for Q4 2020
Shares held
8.47M
No complete 13F data for Q4 2020
Total value
$1.91B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting CVCO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 189 institutions
Q1 2021: 189 institutionsQ2 2021: 187 institutionsQ3 2021: 188 institutionsQ4 2021: 221 institutionsQ1 2022: 226 institutionsQ2 2022: 224 institutionsQ3 2022: 240 institutionsQ4 2022: 251 institutionsQ1 2023: 260 institutionsQ2 2023: 254 institutionsQ3 2023: 255 institutionsQ4 2023: 259 institutionsQ1 2024: 263 institutionsQ2 2024: 272 institutionsQ3 2024: 293 institutionsQ4 2024: 299 institutionsQ1 2025: 334 institutionsQ2 2025: 315 institutionsQ3 2025: 325 institutionsQ4 2025: 354 institutionsQ1 2026: 346 institutionsQ2 2026: 360 institutions
Value heldQ1 2021: $1.91B
Q1 2021: $1.91BQ2 2021: $1.89BQ3 2021: $2.02BQ4 2021: $2.70BQ1 2022: $2.04BQ2 2022: $1.64BQ3 2022: $1.73BQ4 2022: $1.85BQ1 2023: $2.64BQ2 2023: $2.46BQ3 2023: $2.20BQ4 2023: $2.77BQ1 2024: $3.22BQ2 2024: $2.71BQ3 2024: $3.32BQ4 2024: $3.43BQ1 2025: $3.98BQ2 2025: $3.29BQ3 2025: $4.56BQ4 2025: $4.60BQ1 2026: $3.80BQ2 2026: $4.74B
Institutions holding CVCO and their total value by quarter
QuarterHoldersValue
Q2 2026360$4.74B
Q1 2026346$3.80B
Q4 2025354$4.60B
Q3 2025325$4.56B
Q2 2025315$3.29B
Q1 2025334$3.98B
Q4 2024299$3.43B
Q3 2024293$3.32B
Q2 2024272$2.71B
Q1 2024263$3.22B
Q4 2023259$2.77B
Q3 2023255$2.20B
Q2 2023254$2.46B
Q1 2023260$2.64B
Q4 2022251$1.85B
Q3 2022240$1.73B
Q2 2022224$1.64B
Q1 2022226$2.04B
Q4 2021221$2.70B
Q3 2021188$2.02B
Q2 2021187$1.89B
Q1 2021189$1.91B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Cavco Industries, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding CVCO in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.1,466,512$330.9M0.01%––
Price T Rowe Associates Inc916,859$206.9M0.02%––
Vanguard Group Inc731,204$165.0M0.00%––
Wellington Management Group LLP709,999$160.2M0.03%––
Dimensional Fund Advisors LP379,089$85.5M0.03%––
State Street Corp303,104$68.4M0.00%––
Broad Bay Capital Management, LP297,000$67.0M7.83%––
Gamco Investors, Inc. Et Al236,760$53.4M0.47%––
GW&K Investment Management, LLC215,716$48.7M0.45%––
Schroder Investment Management Group188,245$42.5M0.06%––
Bank of New York Mellon Corp175,061$39.5M0.01%––
Capital World Investors170,870$38.5M0.01%––
Geode Capital Management, LLC160,953$36.3M0.01%––
Handelsbanken Fonder AB141,986$32.0M0.18%––
Boston Trust Walden Corp135,168$30.5M0.30%––
Gabelli Funds LLC111,910$25.2M0.17%––
Northern Trust Corp110,547$24.9M0.00%––
Kennedy Capital Management, Inc.100,748$22.7M0.46%––
Ashford Capital Management Inc90,101$20.3M1.90%––
Norges Bank87,051$19.6M0.00%––
RWC Asset Management LLP85,819$19.4M0.59%––
Ameriprise Financial Inc81,737$18.4M0.01%––
Charles Schwab Investment Management Inc74,404$16.8M0.01%––
Royce & Associates LP72,156$16.3M0.11%––
Tygh Capital Management, Inc.61,874$14.0M1.97%––
Principal Financial Group Inc60,715$13.7M0.01%––
Nuveen Asset Management, LLC59,901$13.5M0.00%––
SG Capital Management LLC50,795$11.5M3.57%––
Handelsinvest Investeringsforvaltning50,000$11.3M1.37%––
Fisher Asset Management, LLC49,818$11.2M0.01%––
Robotti Robert40,776$9.20M2.32%––
Intrinsic Edge Capital Management LLC35,000$7.90M0.55%––
West Coast Financial LLC33,915$7.65M1.33%––
Russell Investments Group, Ltd.33,167$7.48M0.01%––
Waratah Capital Advisors Ltd.30,005$6.77M0.40%––
Assenagon Asset Management S.A.28,838$6.51M0.03%––
Legal & General Group Plc28,794$6.50M0.00%––
Teton Advisors, Inc.27,940$6.30M0.89%––
Rhumbline Advisers26,912$6.07M0.01%––
Invesco Ltd.25,359$5.72M0.00%––
Barclays PLC24,881$5.61M0.01%––
Victory Capital Management Inc24,194$5.46M0.01%––
William Blair Investment Management, LLC23,440$5.29M0.02%––
Renaissance Technologies LLC22,945$5.18M0.01%––
Morgan Stanley20,882$4.71M0.00%––
Prudential Financial Inc20,842$4.70M0.01%––
EULAV Asset Management20,800$4.69M0.13%––
Swiss National Bank18,900$4.26M0.00%––
UBS Group AG18,760$4.23M0.00%––
Envestnet Asset Management Inc18,746$4.23M0.00%––
California Public Employees Retirement System18,194$4.11M0.00%––
Bank of America Corp17,668$3.99M0.00%––
Public Sector Pension Investment Board17,619$3.98M0.03%––
Goldman Sachs Group Inc17,514$3.95M0.00%––
Truist Financial Corp17,381$3.92M0.01%––
Crown Advisors Management, Inc.15,000$3.38M2.65%––
Millennium Management LLC14,808$3.34M0.00%––
California State Teachers Retirement System13,855$3.13M0.00%––
Parametric Portfolio Associates LLC13,606$3.07M0.00%––
Raymond James & Associates13,490$3.04M0.00%––
Alliancebernstein L.P.13,140$2.96M0.00%––
Interval Partners, LP12,844$2.90M0.19%––
Walthausen & Co., LLC12,726$2.87M0.61%––
JPMorgan Chase & Co12,530$2.83M0.00%––
Rafferty Asset Management, LLC10,168$2.29M0.02%––
Budros, Ruhlin & Roe, Inc.9,782$2.21M0.26%––
Citigroup Inc9,560$2.16M0.00%––
Royal Bank of Canada9,115$2.06M0.00%––
Comerica Bank9,369$2.02M0.01%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys8,854$2.00M0.02%––
Credit Suisse AG8,809$1.99M0.00%––
UBS Asset Management Americas Inc8,779$1.98M0.00%––
New York State Common Retirement Fund8,400$1.90M0.00%––
Thrivent Financial for Lutherans8,055$1.82M0.00%––
Great West Life Assurance Co7,536$1.70M0.00%––
Deutsche Bank AG7,140$1.61M0.00%––
Robeco Schweiz AG7,132$1.61M0.02%––
Tudor Investment Corp Et Al6,880$1.55M0.03%––
Man Group plc6,787$1.53M0.01%––
Marks Group Wealth Management, Inc6,652$1.49M0.22%––
Stanley-Laman Group, Ltd.6,604$1.49M0.25%––
Ensign Peak Advisors, Inc6,500$1.47M0.00%––
Texas Permanent School Fund6,387$1.44M0.02%––
TD Asset Management Inc6,135$1.38M0.00%––
American International Group, Inc.6,066$1.37M0.01%––
Ancora Advisors, LLC6,015$1.36M0.04%––
Holocene Advisors, LP5,971$1.35M0.01%––
Voya Investment Management LLC5,886$1.33M0.00%––
State of Alaska, Department of Revenue5,785$1.30M0.01%––
Engineers Gate Manager LP5,593$1.26M0.06%––
AQR Capital Management LLC5,586$1.26M0.00%––
Anchor Capital Advisors LLC5,419$1.22M0.03%––
Manufacturers Life Insurance Company, The5,197$1.17M0.00%––
Malaga Cove Capital, LLC5,113$1.17M0.50%––
Schonfeld Strategic Advisors LLC5,100$1.15M0.02%––
Oppenheimer Asset Management Inc.4,716$1.06M0.02%––
STRS Ohio4,700$1.06M0.00%––
Mitsubishi UFJ Asset Management (UK) Ltd.4,400$993.0K0.44%––
Two Sigma Advisers, LP4,370$986.0K0.00%––
People's United Financial, Inc.4,206$949.0K0.02%––