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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
Charles Schwab Investment Management Inc83,544$26.5M0.01%+2,549+3.1%Added
Norges Bank88,508$28.1M0.01%+4,451+5.3%Added
Ashford Capital Management Inc89,021$28.3M2.82%−2,230−2.4%Reduced
Northern Trust Corp99,771$31.7M0.01%−1,267−1.3%Reduced
Kennedy Capital Management, Inc.104,690$33.3M0.70%+1,101+1.1%Added
Gabelli Funds LLC110,690$35.2M0.22%−1,820−1.6%Reduced
Geode Capital Management, LLC158,402$50.3M0.01%−1,322−0.8%Reduced
Handelsbanken Fonder AB169,686$53.9M0.27%+7,500+4.6%Added
Capital World Investors170,870$54.3M0.01%00.0%Unchanged
Bank of New York Mellon Corp173,105$55.0M0.01%−2,781−1.6%Reduced
Schroder Investment Management Group173,639$55.2M0.07%−19,191−10.0%Reduced
Boston Trust Walden Corp225,191$71.5M0.57%+1,027+0.5%Added
GW&K Investment Management, LLC229,076$72.8M0.61%+11,852+5.5%Added
Gamco Investors, Inc. Et Al231,155$73.4M0.63%−6,045−2.5%Reduced
Broad Bay Capital Management, LP257,000$81.6M9.88%−32,000−11.1%Reduced
State Street Corp312,164$99.2M0.00%+5,118+1.7%Added
Dimensional Fund Advisors LP370,743$117.8M0.04%+2,381+0.6%Added
Wellington Management Group LLP502,515$159.6M0.03%−228,526−31.3%Reduced
Vanguard Group Inc755,003$239.8M0.01%+11,108+1.5%Added
Price T Rowe Associates Inc884,531$281.0M0.03%+34,791+4.1%Added
BlackRock Inc.1,419,531$450.9M0.01%+18,320+1.3%Added
Tudor Investment Corp Et Al0$00.00%−7,720−100.0%Sold out
Stanley-Laman Group, Ltd.0$00.00%−7,623−100.0%Sold out
Winton Group Ltd0$00.00%−3,336−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−2,650−100.0%Sold out
Jane Street Group, LLC0$00.00%−1,125−100.0%Sold out
Harbour Investments, Inc.0$00.00%−210−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−57−100.0%Sold out
JNBA Financial Advisors0$00.00%−34−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−18−100.0%Sold out
First Horizon Advisors, Inc.0$00.00%−11−100.0%Sold out