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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, Q4 2021

Institutional positions in Cavco Industries, Inc. as of Dec 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
221
+33 vs. Q3 2021
Shares held
8.49M
−53.0K (−0.6%) vs. Q3 2021
Total value
$2.70B
+$672.0M (+33.2%) vs. Q3 2021
New holders
43
70 more added
Sold out
10
73 more reduced

Compare with Q3 2021: new holders, sold out and not filed yet

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 holdersQ4 2021: 221 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 heldQ4 2021: $2.70B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q3 2021.

Institutions holding CVCO in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Allstate Corp3,332$1.06M0.02%−38−1.1%Reduced
Maryland State Retirement & Pension System3,402$1.08M0.03%+40+1.2%Added
Two Sigma Advisers, LP3,570$1.13M0.00%00.0%Unchanged
Voloridge Investment Management, LLC3,589$1.14M0.01%+3,589New
NJ State Employees Deferred Compensation Plan4,000$1.27M0.16%00.0%Unchanged
People's United Financial, Inc.4,087$1.30M0.03%−157−3.7%Reduced
Louisiana State Employees Retirement System4,100$1.30M0.03%00.0%Unchanged
HSBC Holdings PLC4,208$1.32M0.00%+405+10.6%Added
Marks Group Wealth Management, Inc4,145$1.33M0.16%+3+0.1%Added
Voya Investment Management LLC4,272$1.36M0.00%−143−3.2%Reduced
Janus Henderson Group PLC4,356$1.38M0.00%+1,033+31.1%Added
Amalgamated Bank4,424$1.41M0.01%−56−1.3%Reduced
Schonfeld Strategic Advisors LLC4,600$1.46M0.01%+400+9.5%Added
Manufacturers Life Insurance Company, The4,667$1.48M0.00%−65−1.4%Reduced
Oppenheimer Asset Management Inc.4,771$1.52M0.02%−153−3.1%Reduced
Prelude Capital Management, LLC4,801$1.52M0.08%+4,801New
Quadrature Capital Ltd4,902$1.55M0.08%+3,000+157.7%Added
Malaga Cove Capital, LLC5,013$1.59M0.63%00.0%Unchanged
AQR Capital Management LLC5,060$1.61M0.00%+1,826+56.5%Added
Anchor Capital Advisors LLC5,094$1.62M0.03%−223−4.2%Reduced
Mitsubishi UFJ Asset Management (UK) Ltd.5,400$1.72M0.73%00.0%Unchanged
SEI Investments Co5,533$1.76M0.00%+3,606+187.1%Added
American International Group, Inc.5,563$1.77M0.01%−178−3.1%Reduced
UBS Group AG5,825$1.85M0.00%−13,437−69.8%Reduced
Cubist Systematic Strategies, LLC5,887$1.87M0.02%−89−1.5%Reduced
State of Alaska, Department of Revenue6,047$1.92M0.02%−190−3.0%Reduced
UBS Asset Management Americas Inc6,065$1.93M0.00%−3,285−35.1%Reduced
Texas Permanent School Fund6,180$1.96M0.02%−140−2.2%Reduced
First Trust Advisors LP6,260$1.99M0.00%−621−9.0%Reduced
Lazard Asset Management LLC6,484$2.06M0.00%+6,484New
Ancora Advisors, LLC6,559$2.08M0.05%−656−9.1%Reduced
Deutsche Bank AG6,589$2.09M0.00%−308−4.5%Reduced
New York State Common Retirement Fund6,677$2.12M0.00%−1,285−16.1%Reduced
Comerica Bank8,168$2.16M0.02%−344−4.0%Reduced
Kent Lake Capital LLC6,876$2.18M1.13%+6,876New
Thrivent Financial for Lutherans6,946$2.21M0.00%+40+0.6%Added
Great West Life Assurance Co7,346$2.33M0.00%−4−0.1%Reduced
Credit Suisse AG7,385$2.35M0.00%+769+11.6%Added
Brinker Capital Investments, LLC7,462$2.37M0.03%−728−8.9%Reduced
Interval Partners, LP7,565$2.40M0.16%−2,493−24.8%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys7,682$2.44M0.03%−1,315−14.6%Reduced
Los Angeles Capital Management LLC8,005$2.54M0.01%+571+7.7%Added
Man Group plc8,099$2.57M0.01%+1,560+23.9%Added
Yousif Capital Management, LLC8,101$2.57M0.03%+8,101New
EAM Global Investors LLC8,673$2.75M0.49%+200+2.4%Added
Wells Fargo & Company8,727$2.77M0.00%+7,890+942.7%Added
Rafferty Asset Management, LLC8,841$2.81M0.01%−274−3.0%Reduced
TD Asset Management Inc9,354$2.97M0.00%+4,677+100.0%Added
State of New Jersey Common Pension Fund D9,634$3.06M0.01%+9,634New
Aviva PLC10,704$3.40M0.01%+1,421+15.3%Added
Royal Bank of Canada11,242$3.57M0.00%+1,061+10.4%Added
Walthausen & Co., LLC11,606$3.69M0.97%−230−1.9%Reduced
California State Teachers Retirement System12,002$3.81M0.00%+217+1.8%Added
Manatuck Hill Partners, LLC12,000$3.81M1.44%+12,000New
Alliancebernstein L.P.12,162$3.86M0.00%−1,203−9.0%Reduced
BNP Paribas Arbitrage, SA12,351$3.92M0.01%−9,070−42.3%Reduced
Citadel Advisors LLC12,364$3.93M0.00%+6,804+122.4%Added
Avalon Investment & Advisory12,365$3.93M0.10%+12,365New
Citigroup Inc12,374$3.93M0.00%+638+5.4%Added
SG Americas Securities, LLC13,071$4.15M0.03%+9,785+297.8%Added
Raymond James & Associates13,387$4.25M0.00%−117−0.9%Reduced
EAM Investors, LLC13,431$4.27M0.70%+7,432+123.9%Added
JPMorgan Chase & Co14,088$4.47M0.00%+5,970+73.5%Added
Crown Advisors Management, Inc.15,000$4.76M3.07%00.0%Unchanged
Friess Associates LLC15,213$4.83M1.89%+15,213New
Robeco Schweiz AG16,010$5.09M0.07%+7,071+79.1%Added
Millennium Management LLC17,005$5.40M0.01%−29,934−63.8%Reduced
Public Sector Pension Investment Board17,379$5.52M0.03%+110+0.6%Added
Prudential Financial Inc17,887$5.62M0.01%+197+1.1%Added
Swiss National Bank18,200$5.78M0.00%−100−0.5%Reduced
Truist Financial Corp18,502$5.88M0.01%+187+1.0%Added
Renaissance Technologies LLC19,555$6.21M0.01%+6,000+44.3%Added
STRS Ohio20,000$6.35M0.02%+17,700+769.6%Added
EULAV Asset Management20,800$6.49M0.16%00.0%Unchanged
Envestnet Asset Management Inc22,461$7.13M0.00%+920+4.3%Added
Rhumbline Advisers23,216$7.38M0.01%−731−3.1%Reduced
Legal & General Group Plc25,334$8.05M0.00%+707+2.9%Added
Barclays PLC26,366$8.38M0.01%+5,108+24.0%Added
Goldman Sachs Group Inc26,551$8.43M0.00%−5,234−16.5%Reduced
Teton Advisors, Inc.26,740$8.49M1.22%−1,200−4.3%Reduced
Russell Investments Group, Ltd.27,765$8.82M0.01%−2,203−7.4%Reduced
Assenagon Asset Management S.A.27,963$8.88M0.03%+10,614+61.2%Added
Parametric Portfolio Associates LLC29,963$9.52M0.00%+12,357+70.2%Added
Victory Capital Management Inc32,684$10.4M0.01%+688+2.2%Added
Intrinsic Edge Capital Management LLC35,000$11.1M0.84%00.0%Unchanged
West Coast Financial LLC35,542$11.3M1.62%+175+0.5%Added
Morgan Stanley38,188$12.1M0.00%+8,556+28.9%Added
Robotti Robert40,426$12.8M2.60%−279−0.7%Reduced
Bank of America Corp40,662$12.9M0.00%+14,723+56.8%Added
Royce & Associates LP40,779$13.0M0.10%−6,600−13.9%Reduced
Nuveen Asset Management, LLC50,433$15.5M0.00%−3,544−6.6%Reduced
Fisher Asset Management, LLC50,063$15.9M0.01%−3,166−5.9%Reduced
Invesco Ltd.52,867$16.8M0.00%−2,686−4.8%Reduced
RWC Asset Management LLP57,005$18.1M0.50%−21,453−27.3%Reduced
Principal Financial Group Inc58,203$18.5M0.01%−1,676−2.8%Reduced
Handelsinvest Investeringsforvaltning60,000$19.1M1.94%00.0%Unchanged
Tygh Capital Management, Inc.62,624$19.9M2.55%+567+0.9%Added
FMR LLC65,192$20.7M0.00%+65,079+57,592.0%Added
SG Capital Management LLC78,190$24.8M9.41%−24,655−24.0%Reduced
Ameriprise Financial Inc79,401$25.2M0.01%−507−0.6%Reduced