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 |
|---|---|---|---|---|---|
| FMR LLC | 65,224 | $15.7M | 0.00% | +320.0% | Added |
| SG Capital Management LLC | 70,813 | $17.1M | 8.35% | −7,377−9.4% | Reduced |
| Ameriprise Financial Inc | 78,836 | $19.0M | 0.01% | −565−0.7% | Reduced |
| Charles Schwab Investment Management Inc | 85,481 | $20.6M | 0.01% | +1,937+2.3% | Added |
| Norges Bank | 90,446 | $21.8M | 0.00% | +1,938+2.2% | Added |
| Ashford Capital Management Inc | 92,281 | $22.2M | 2.39% | +3,260+3.7% | Added |
| Northern Trust Corp | 95,801 | $23.1M | 0.00% | −3,970−4.0% | Reduced |
| Millennium Management LLC | 98,681 | $23.8M | 0.03% | +81,676+480.3% | Added |
| Kennedy Capital Management, Inc. | 102,016 | $24.6M | 0.58% | −2,674−2.6% | Reduced |
| Gabelli Funds LLC | 109,810 | $26.4M | 0.17% | −880−0.8% | Reduced |
| Schroder Investment Management Group | 129,793 | $32.6M | 0.04% | −43,846−25.3% | Reduced |
| Geode Capital Management, LLC | 163,553 | $39.4M | 0.00% | +5,151+3.3% | Added |
| Bank of New York Mellon Corp | 168,340 | $40.5M | 0.01% | −4,765−2.8% | Reduced |
| Capital World Investors | 170,870 | $41.2M | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 182,186 | $43.9M | 0.24% | +12,500+7.4% | Added |
| Gamco Investors, Inc. Et Al | 225,655 | $54.3M | 0.49% | −5,500−2.4% | Reduced |
| GW&K Investment Management, LLC | 236,264 | $56.9M | 0.51% | +7,188+3.1% | Added |
| Boston Trust Walden Corp | 240,981 | $58.0M | 0.48% | +15,790+7.0% | Added |
| Broad Bay Capital Management, LP | 268,000 | $64.5M | 8.20% | +11,000+4.3% | Added |
| State Street Corp | 322,818 | $77.8M | 0.00% | +10,654+3.4% | Added |
| Wellington Management Group LLP | 336,440 | $81.0M | 0.01% | −166,075−33.0% | Reduced |
| Dimensional Fund Advisors LP | 377,141 | $90.8M | 0.03% | +6,398+1.7% | Added |
| Vanguard Group Inc | 789,464 | $190.1M | 0.00% | +34,461+4.6% | Added |
| Price T Rowe Associates Inc | 890,294 | $214.4M | 0.02% | +5,763+0.7% | Added |
| BlackRock Inc. | 1,397,753 | $336.6M | 0.01% | −21,778−1.5% | Reduced |
| IFP Advisors, Inc | 1 | – | – | +1 | New |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Friess Associates LLC | 0 | $0 | 0.00% | −15,213−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −13,431−100.0% | Sold out |
| Manatuck Hill Partners, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −8,673−100.0% | Sold out |
| Kent Lake Capital LLC | 0 | $0 | 0.00% | −6,876−100.0% | Sold out |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −4,902−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −4,801−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −3,332−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −2,323−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −1,862−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −1,850−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −1,216−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −811−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −811−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −714−100.0% | Sold out |
| Cherry Creek Investment Advisors, Inc. | 0 | $0 | 0.00% | −703−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −663−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −639−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −634−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −470−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −248−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Tygh Capital Management, Inc. | – | – | – | – | Not filed |
| Carroll Financial Associates, Inc. | – | – | – | – | Not filed |