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 2022
Institutional positions in Cavco Industries, Inc. as of Mar 31, 2022. 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
- 226
- +7 vs. Q4 2021
- Shares held
- 8.45M
- +19.1K (+0.2%) vs. Q4 2021
- Total value
- $2.04B
- −$638.0M (−23.8%) vs. Q4 2021
- New holders
- 33
- 87 more added
- Sold out
- 26
- 71 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 360 | $4.74B |
| Q1 2026 | 346 | $3.80B |
| Q4 2025 | 354 | $4.60B |
| Q3 2025 | 325 | $4.56B |
| Q2 2025 | 315 | $3.29B |
| Q1 2025 | 334 | $3.98B |
| Q4 2024 | 299 | $3.43B |
| Q3 2024 | 293 | $3.32B |
| Q2 2024 | 272 | $2.71B |
| Q1 2024 | 263 | $3.22B |
| Q4 2023 | 259 | $2.77B |
| Q3 2023 | 255 | $2.20B |
| Q2 2023 | 254 | $2.46B |
| Q1 2023 | 260 | $2.64B |
| Q4 2022 | 251 | $1.85B |
| Q3 2022 | 240 | $1.73B |
| Q2 2022 | 224 | $1.64B |
| Q1 2022 | 226 | $2.04B |
| Q4 2021 | 221 | $2.70B |
| Q3 2021 | 188 | $2.02B |
| Q2 2021 | 187 | $1.89B |
| Q1 2021 | 189 | $1.91B |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Algert Global LLC | 2,542 | $612.0K | 0.04% | +1,282+101.7% | Added |
| State Board of Administration of Florida Retirement System | 2,552 | $615.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 2,586 | $623.0K | 0.00% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 2,662 | $645.0K | 0.10% | +2,662 | New |
| Lyon Street Capital, LLC | 2,750 | $662.0K | 0.99% | +2,750 | New |
| Bank of Montreal | 2,791 | $721.0K | 0.00% | +16+0.6% | Added |
| HSBC Holdings PLC | 2,984 | $732.0K | 0.00% | −1,224−29.1% | Reduced |
| Ensign Peak Advisors, Inc | 3,040 | $732.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 3,270 | $788.0K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 3,417 | $823.0K | 0.02% | +15+0.4% | Added |
| Hillsdale Investment Management Inc. | 3,500 | $843.0K | 0.05% | +500+16.7% | Added |
| People's United Financial, Inc. | 3,705 | $892.0K | 0.03% | −382−9.3% | Reduced |
| Manufacturers Life Insurance Company, The | 3,782 | $910.9K | 0.00% | −885−19.0% | Reduced |
| Janus Henderson Group PLC | 3,856 | $928.0K | 0.00% | −500−11.5% | Reduced |
| Engineers Gate Manager LP | 3,940 | $949.0K | 0.04% | +2,993+316.1% | Added |
| Two Sigma Advisers, LP | 3,970 | $956.0K | 0.00% | +400+11.2% | Added |
| NJ State Employees Deferred Compensation Plan | 4,000 | $964.0K | 0.13% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 4,100 | $1.00M | 0.02% | 00.0% | Unchanged |
| Amalgamated Bank | 4,189 | $1.01M | 0.01% | −235−5.3% | Reduced |
| Amalgamated Financial Corp. | 4,189 | $1.01M | 0.01% | +4,189 | New |
| Marks Group Wealth Management, Inc | 4,353 | $1.05M | 0.13% | +208+5.0% | Added |
| Malaga Cove Capital, LLC | 4,897 | $1.18M | 0.54% | −116−2.3% | Reduced |
| MetLife Investment Management | 4,906 | $1.18M | 0.01% | +1,813+58.6% | Added |
| State of Tennessee, Treasury Department | 4,994 | $1.20M | 0.00% | +2,240+81.3% | Added |
| Anchor Capital Advisors LLC | 5,024 | $1.21M | 0.03% | −70−1.4% | Reduced |
| First Trust Advisors LP | 5,069 | $1.22M | 0.00% | −1,191−19.0% | Reduced |
| Wells Fargo & Company | 5,184 | $1.25M | 0.00% | −3,543−40.6% | Reduced |
| American International Group, Inc. | 5,237 | $1.26M | 0.01% | −326−5.9% | Reduced |
| Oppenheimer Asset Management Inc. | 5,271 | $1.27M | 0.02% | +500+10.5% | Added |
| BNP Paribas Arbitrage, SA | 5,318 | $1.28M | 0.00% | −7,033−56.9% | Reduced |
| UBS Asset Management Americas Inc | 5,836 | $1.41M | 0.00% | −229−3.8% | Reduced |
| State of Alaska, Department of Revenue | 5,937 | $1.43M | 0.02% | −110−1.8% | Reduced |
| Deutsche Bank AG | 6,038 | $1.45M | 0.00% | −551−8.4% | Reduced |
| Texas Permanent School Fund | 6,041 | $1.46M | 0.02% | −139−2.2% | Reduced |
| Voloridge Investment Management, LLC | 6,205 | $1.49M | 0.01% | +2,616+72.9% | Added |
| Susquehanna Fundamental Investments, LLC | 6,226 | $1.50M | 0.03% | +4,750+321.8% | Added |
| New York State Common Retirement Fund | 6,600 | $1.59M | 0.00% | −77−1.2% | Reduced |
| Jump Financial, LLC | 6,654 | $1.60M | 0.07% | +4,554+216.9% | Added |
| Tudor Investment Corp Et Al | 6,701 | $1.61M | 0.04% | +6,701 | New |
| Shaker Investments LLC | 6,730 | $1.62M | 0.82% | +5,814+634.7% | Added |
| AQR Capital Management LLC | 6,872 | $1.66M | 0.00% | +1,812+35.8% | Added |
| Thrivent Financial for Lutherans | 6,937 | $1.67M | 0.00% | −9−0.1% | Reduced |
| TD Asset Management Inc | 7,194 | $1.73M | 0.00% | −2,160−23.1% | Reduced |
| Rafferty Asset Management, LLC | 7,333 | $1.77M | 0.01% | −1,508−17.1% | Reduced |
| SG Americas Securities, LLC | 7,463 | $1.80M | 0.02% | −5,608−42.9% | Reduced |
| Brinker Capital Investments, LLC | 7,569 | $1.82M | 0.03% | +107+1.4% | Added |
| Great West Life Assurance Co | 7,402 | $1.83M | 0.00% | +56+0.8% | Added |
| Prescott Group Capital Management, L.L.C. | 8,000 | $1.93M | 0.49% | +8,000 | New |
| Yousif Capital Management, LLC | 8,026 | $1.93M | 0.02% | −75−0.9% | Reduced |
| Credit Suisse AG | 8,302 | $2.00M | 0.00% | +917+12.4% | Added |
| Comerica Bank | 8,214 | $2.00M | 0.01% | +46+0.6% | Added |
| Cubist Systematic Strategies, LLC | 8,664 | $2.09M | 0.02% | +2,777+47.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,824 | $2.13M | 0.02% | +1,142+14.9% | Added |
| First Eagle Investment Management, LLC | 9,062 | $2.18M | 0.01% | +6,769+295.2% | Added |
| State of New Jersey Common Pension Fund D | 9,634 | $2.32M | 0.01% | 00.0% | Unchanged |
| Man Group plc | 9,809 | $2.36M | 0.01% | +1,710+21.1% | Added |
| Royal Bank of Canada | 9,996 | $2.41M | 0.00% | −1,246−11.1% | Reduced |
| Victory Capital Management Inc | 10,252 | $2.42M | 0.00% | −22,432−68.6% | Reduced |
| Aviva PLC | 10,096 | $2.43M | 0.01% | −608−5.7% | Reduced |
| California State Teachers Retirement System | 10,961 | $2.64M | 0.00% | −1,041−8.7% | Reduced |
| Walthausen & Co., LLC | 11,366 | $2.74M | 0.77% | −240−2.1% | Reduced |
| Los Angeles Capital Management LLC | 12,020 | $2.90M | 0.01% | +4,015+50.2% | Added |
| Citigroup Inc | 12,085 | $2.91M | 0.00% | −289−2.3% | Reduced |
| Alliancebernstein L.P. | 12,272 | $2.96M | 0.00% | +110+0.9% | Added |
| STRS Ohio | 13,100 | $3.15M | 0.01% | −6,900−34.5% | Reduced |
| Avalon Investment & Advisory | 13,929 | $3.35M | 0.08% | +1,564+12.6% | Added |
| Raymond James & Associates | 14,161 | $3.41M | 0.00% | +774+5.8% | Added |
| Robeco Schweiz AG | 15,070 | $3.63M | 0.05% | −940−5.9% | Reduced |
| Public Sector Pension Investment Board | 15,909 | $3.83M | 0.02% | −1,470−8.5% | Reduced |
| Barclays PLC | 17,340 | $4.17M | 0.00% | −9,026−34.2% | Reduced |
| Goldman Sachs Group Inc | 17,874 | $4.30M | 0.00% | −8,677−32.7% | Reduced |
| Truist Financial Corp | 18,942 | $4.56M | 0.01% | +440+2.4% | Added |
| Swiss National Bank | 19,500 | $4.70M | 0.00% | +1,300+7.1% | Added |
| EULAV Asset Management | 20,800 | $5.01M | 0.15% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 22,387 | $5.39M | 0.00% | −74−0.3% | Reduced |
| Rhumbline Advisers | 23,738 | $5.72M | 0.01% | +522+2.2% | Added |
| Parametric Portfolio Associates LLC | 23,953 | $5.77M | 0.00% | −6,010−20.1% | Reduced |
| Teton Advisors, Inc. | 24,440 | $5.89M | 1.02% | −2,300−8.6% | Reduced |
| JPMorgan Chase & Co | 24,779 | $5.97M | 0.00% | +10,691+75.9% | Added |
| Citadel Advisors LLC | 24,892 | $6.00M | 0.01% | +12,528+101.3% | Added |
| Legal & General Group Plc | 25,067 | $6.04M | 0.00% | −267−1.1% | Reduced |
| Renaissance Technologies LLC | 27,355 | $6.59M | 0.01% | +7,800+39.9% | Added |
| Russell Investments Group, Ltd. | 28,613 | $6.89M | 0.01% | +848+3.1% | Added |
| Crown Advisors Management, Inc. | 30,000 | $7.22M | 5.09% | +15,000+100.0% | Added |
| Ancora Advisors, LLC | 30,289 | $7.29M | 0.18% | +23,730+361.8% | Added |
| Bank of America Corp | 31,994 | $7.71M | 0.00% | −8,668−21.3% | Reduced |
| Prudential Financial Inc | 35,310 | $8.51M | 0.01% | +17,423+97.4% | Added |
| West Coast Financial LLC | 36,329 | $8.75M | 1.34% | +787+2.2% | Added |
| Robotti Robert | 40,460 | $9.74M | 1.97% | +34+0.1% | Added |
| Royce & Associates LP | 40,979 | $9.87M | 0.08% | +200+0.5% | Added |
| Invesco Ltd. | 43,246 | $10.4M | 0.00% | −9,621−18.2% | Reduced |
| Morgan Stanley | 44,746 | $10.8M | 0.00% | +6,558+17.2% | Added |
| Assenagon Asset Management S.A. | 48,200 | $11.6M | 0.04% | +20,237+72.4% | Added |
| Fisher Asset Management, LLC | 50,791 | $12.2M | 0.01% | +728+1.5% | Added |
| RWC Asset Management LLP | 53,447 | $12.9M | 0.36% | −3,558−6.2% | Reduced |
| Principal Financial Group Inc | 57,667 | $13.9M | 0.01% | −536−0.9% | Reduced |
| Nuveen Asset Management, LLC | 51,001 | $14.2M | 0.00% | +568+1.1% | Added |
| Voya Investment Management LLC | 59,356 | $14.3M | 0.03% | +55,084+1,289.4% | Added |
| Neumeier Poma Investment Counsel LLC | 61,010 | $14.7M | 0.99% | +61,010 | New |
| Handelsinvest Investeringsforvaltning | 63,000 | $15.2M | 1.84% | +3,000+5.0% | Added |