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, Q2 2022
Institutional positions in Cavco Industries, Inc. as of Jun 30, 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
- 224
- +5 vs. Q1 2022
- Shares held
- 8.36M
- −42.2K (−0.5%) vs. Q1 2022
- Total value
- $1.64B
- −$387.2M (−19.1%) vs. Q1 2022
- New holders
- 29
- 71 more added
- Sold out
- 24
- 81 more reduced
7 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | 2,770 | $543.0K | 0.01% | −500−15.3% | Reduced |
| HSBC Holdings PLC | 2,775 | $548.0K | 0.00% | −209−7.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,030 | $594.0K | 0.07% | +3,030 | New |
| Ensign Peak Advisors, Inc | 3,040 | $596.0K | 0.00% | 00.0% | Unchanged |
| Man Group plc | – | $662.0K | 0.00% | – | – |
| New York State Teachers Retirement System | 3,386 | $664.0K | 0.00% | +800+30.9% | Added |
| Maryland State Retirement & Pension System | 3,453 | $677.0K | 0.02% | +36+1.1% | Added |
| Gotham Asset Management, LLC | 3,455 | $677.0K | 0.02% | +1,863+117.0% | Added |
| Hillsdale Investment Management Inc. | 3,500 | $686.0K | 0.05% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,520 | $690.0K | 0.00% | +2,300+188.5% | Added |
| Manufacturers Life Insurance Company, The | 3,719 | $728.9K | 0.00% | −63−1.7% | Reduced |
| Janus Henderson Group PLC | 3,737 | $733.0K | 0.00% | −119−3.1% | Reduced |
| Trexquant Investment LP | 3,861 | $757.0K | 0.03% | +1,591+70.1% | Added |
| NJ State Employees Deferred Compensation Plan | 4,000 | $784.0K | 0.13% | 00.0% | Unchanged |
| Amalgamated Bank | 4,205 | $824.0K | 0.01% | +16+0.4% | Added |
| Marks Group Wealth Management, Inc | 4,413 | $865.0K | 0.12% | +60+1.4% | Added |
| Rafferty Asset Management, LLC | 4,541 | $890.0K | 0.01% | −2,792−38.1% | Reduced |
| MetLife Investment Management | 4,733 | $927.6K | 0.01% | −173−3.5% | Reduced |
| STRS Ohio | 4,800 | $940.0K | 0.00% | −8,300−63.4% | Reduced |
| Louisiana State Employees Retirement System | 4,100 | $941.0K | 0.03% | 00.0% | Unchanged |
| American International Group, Inc. | 4,924 | $965.0K | 0.01% | −313−6.0% | Reduced |
| Anchor Capital Advisors LLC | 5,023 | $984.0K | 0.02% | −10.0% | Reduced |
| Oppenheimer Asset Management Inc. | 5,241 | $1.03M | 0.02% | −30−0.6% | Reduced |
| Deutsche Bank AG | 5,472 | $1.07M | 0.00% | −566−9.4% | Reduced |
| SG Americas Securities, LLC | 5,505 | $1.08M | 0.01% | −1,958−26.2% | Reduced |
| State of Tennessee, Treasury Department | 5,630 | $1.10M | 0.01% | +636+12.7% | Added |
| Prelude Capital Management, LLC | 5,860 | $1.15M | 0.06% | +5,860 | New |
| AQR Capital Management LLC | 6,023 | $1.18M | 0.00% | −849−12.4% | Reduced |
| Texas Permanent School Fund | 6,160 | $1.21M | 0.02% | +119+2.0% | Added |
| State of Alaska, Department of Revenue | 6,447 | $1.26M | 0.02% | +510+8.6% | Added |
| Two Sigma Advisers, LP | 6,470 | $1.27M | 0.00% | +2,500+63.0% | Added |
| New York State Common Retirement Fund | 6,602 | $1.29M | 0.00% | +20.0% | Added |
| Shaker Investments LLC | 6,748 | $1.32M | 0.84% | +18+0.3% | Added |
| Walthausen & Co., LLC | 6,926 | $1.36M | 0.61% | −4,440−39.1% | Reduced |
| TD Asset Management Inc | 7,194 | $1.41M | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 7,216 | $1.41M | 0.02% | −810−10.1% | Reduced |
| UBS Asset Management Americas Inc | 7,215 | $1.41M | 0.00% | +1,379+23.6% | Added |
| Brinker Capital Investments, LLC | 7,573 | $1.48M | 0.03% | +4+0.1% | Added |
| Credit Suisse AG | 7,633 | $1.50M | 0.00% | −669−8.1% | Reduced |
| Citadel Advisors LLC | 7,806 | $1.53M | 0.00% | −17,086−68.6% | Reduced |
| Citigroup Inc | 8,168 | $1.60M | 0.00% | −3,917−32.4% | Reduced |
| Thrivent Financial for Lutherans | 8,373 | $1.64M | 0.00% | +1,436+20.7% | Added |
| Great West Life Assurance Co | 8,472 | $1.66M | 0.00% | +1,070+14.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,692 | $1.70M | 0.02% | −132−1.5% | Reduced |
| ExodusPoint Capital Management, LP | 9,293 | $1.82M | 0.03% | +7,129+329.4% | Added |
| Royal Bank of Canada | 9,366 | $1.84M | 0.00% | −630−6.3% | Reduced |
| Comerica Bank | 8,128 | $1.86M | 0.02% | −86−1.0% | Reduced |
| State of New Jersey Common Pension Fund D | 9,634 | $1.89M | 0.01% | 00.0% | Unchanged |
| Timelo Investment Management Inc. | 9,679 | $1.90M | 1.73% | +8,000+476.5% | Added |
| Barclays PLC | 9,883 | $1.94M | 0.00% | −7,457−43.0% | Reduced |
| Victory Capital Management Inc | 9,936 | $1.95M | 0.00% | −316−3.1% | Reduced |
| BNP Paribas Arbitrage, SA | 10,699 | $2.10M | 0.00% | +5,381+101.2% | Added |
| Tudor Investment Corp Et Al | 10,999 | $2.16M | 0.06% | +4,298+64.1% | Added |
| California State Teachers Retirement System | 11,338 | $2.22M | 0.00% | +377+3.4% | Added |
| Aviva PLC | 11,627 | $2.28M | 0.01% | +1,531+15.2% | Added |
| Alliancebernstein L.P. | 11,734 | $2.30M | 0.00% | −538−4.4% | Reduced |
| Los Angeles Capital Management LLC | 12,020 | $2.36M | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 12,995 | $2.55M | 0.00% | +7,926+156.4% | Added |
| Voloridge Investment Management, LLC | 13,389 | $2.62M | 0.01% | +7,184+115.8% | Added |
| Avalon Investment & Advisory | 13,413 | $2.63M | 0.07% | −516−3.7% | Reduced |
| Raymond James & Associates | 14,192 | $2.78M | 0.00% | +31+0.2% | Added |
| Truist Financial Corp | 15,093 | $2.96M | 0.01% | −3,849−20.3% | Reduced |
| Bank of America Corp | 15,771 | $3.09M | 0.00% | −16,223−50.7% | Reduced |
| Public Sector Pension Investment Board | 15,776 | $3.09M | 0.03% | −133−0.8% | Reduced |
| JPMorgan Chase & Co | 16,342 | $3.20M | 0.00% | −8,437−34.0% | Reduced |
| Cannell Capital LLC | 16,524 | $3.24M | 0.65% | +16,524 | New |
| First Eagle Investment Management, LLC | 16,672 | $3.27M | 0.01% | +7,610+84.0% | Added |
| Marshall Wace, LLP | 17,064 | $3.34M | 0.01% | +17,064 | New |
| Russell Investments Group, Ltd. | 17,229 | $3.38M | 0.01% | −11,384−39.8% | Reduced |
| Gendell Jeffrey L | 18,306 | $3.59M | 0.42% | +18,306 | New |
| Goldman Sachs Group Inc | 19,007 | $3.73M | 0.00% | +1,133+6.3% | Added |
| Swiss National Bank | 20,500 | $4.02M | 0.00% | +1,000+5.1% | Added |
| SG Capital Management LLC | 20,625 | $4.04M | 2.68% | −50,188−70.9% | Reduced |
| EULAV Asset Management | 20,800 | $4.08M | 0.17% | 00.0% | Unchanged |
| UBS Group AG | 21,783 | $4.27M | 0.00% | +20,240+1,311.7% | Added |
| Prudential Financial Inc | 21,853 | $4.28M | 0.01% | −13,457−38.1% | Reduced |
| Envestnet Asset Management Inc | 22,254 | $4.36M | 0.00% | −133−0.6% | Reduced |
| Rhumbline Advisers | 23,888 | $4.68M | 0.01% | +150+0.6% | Added |
| Crown Advisors Management, Inc. | 24,000 | $4.70M | 4.33% | −6,000−20.0% | Reduced |
| Teton Advisors, Inc. | 24,440 | $4.79M | 1.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 24,997 | $4.90M | 0.04% | +16,333+188.5% | Added |
| Legal & General Group Plc | 25,944 | $5.08M | 0.00% | +877+3.5% | Added |
| Pacer Advisors, Inc. | 26,421 | $5.18M | 0.04% | +26,421 | New |
| Osterweis Capital Management Inc | 27,660 | $5.42M | 0.41% | +27,660 | New |
| Ancora Advisors, LLC | 29,846 | $5.85M | 0.17% | −443−1.5% | Reduced |
| West Coast Financial LLC | 36,204 | $7.10M | 1.26% | −125−0.3% | Reduced |
| Robotti Robert | 40,580 | $7.95M | 1.95% | +120+0.3% | Added |
| Renaissance Technologies LLC | 42,655 | $8.36M | 0.01% | +15,300+55.9% | Added |
| Invesco Ltd. | 45,915 | $9.00M | 0.00% | +2,669+6.2% | Added |
| Nuveen Asset Management, LLC | 47,137 | $9.24M | 0.00% | −3,864−7.6% | Reduced |
| Assenagon Asset Management S.A. | 47,453 | $9.30M | 0.04% | −747−1.5% | Reduced |
| Voya Investment Management LLC | 48,780 | $9.56M | 0.02% | −10,576−17.8% | Reduced |
| RWC Asset Management LLP | 53,447 | $10.5M | 0.33% | 00.0% | Unchanged |
| Royce & Associates LP | 55,079 | $10.8M | 0.11% | +14,100+34.4% | Added |
| Principal Financial Group Inc | 56,696 | $11.1M | 0.01% | −971−1.7% | Reduced |
| Handelsinvest Investeringsforvaltning | 60,000 | $11.8M | 1.74% | −3,000−4.8% | Reduced |
| Neumeier Poma Investment Counsel LLC | 62,050 | $12.2M | 0.95% | +1,040+1.7% | Added |
| FMR LLC | 62,516 | $12.3M | 0.00% | −2,708−4.2% | Reduced |
| Fisher Asset Management, LLC | 64,349 | $12.6M | 0.01% | +13,558+26.7% | Added |
| Morgan Stanley | 65,194 | $12.8M | 0.00% | +20,448+45.7% | Added |