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 |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 76,865 | $15.1M | 0.01% | −1,971−2.5% | Reduced |
| Charles Schwab Investment Management Inc | 86,396 | $16.9M | 0.01% | +915+1.1% | Added |
| Norges Bank | 88,333 | $17.3M | 0.00% | −2,113−2.3% | Reduced |
| Northern Trust Corp | 93,729 | $18.4M | 0.00% | −2,072−2.2% | Reduced |
| Kennedy Capital Management, Inc. | 95,950 | $18.8M | 0.53% | −6,066−5.9% | Reduced |
| Ashford Capital Management Inc | 97,406 | $19.1M | 2.71% | +5,125+5.6% | Added |
| Millennium Management LLC | 103,330 | $20.3M | 0.03% | +4,649+4.7% | Added |
| Gabelli Funds LLC | 112,000 | $22.0M | 0.17% | +2,190+2.0% | Added |
| Schroder Investment Management Group | 137,872 | $27.1M | 0.04% | +8,079+6.2% | Added |
| Bank of New York Mellon Corp | 146,970 | $28.8M | 0.01% | −21,370−12.7% | Reduced |
| Handelsbanken Fonder AB | 150,586 | $29.5M | 0.19% | −31,600−17.3% | Reduced |
| Capital World Investors | 170,870 | $33.5M | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 176,715 | $34.6M | 0.01% | +13,162+8.0% | Added |
| GW&K Investment Management, LLC | 211,276 | $41.4M | 0.45% | −24,988−10.6% | Reduced |
| Gamco Investors, Inc. Et Al | 224,895 | $44.1M | 0.48% | −760−0.3% | Reduced |
| Boston Trust Walden Corp | 243,705 | $47.8M | 0.45% | +2,724+1.1% | Added |
| Broad Bay Capital Management, LP | 268,000 | $52.5M | 8.22% | 00.0% | Unchanged |
| Wellington Management Group LLP | 310,761 | $60.9M | 0.01% | −25,679−7.6% | Reduced |
| State Street Corp | 319,377 | $62.6M | 0.00% | −3,441−1.1% | Reduced |
| Dimensional Fund Advisors LP | 377,032 | $73.9M | 0.03% | −1090.0% | Reduced |
| Vanguard Group Inc | 829,443 | $162.6M | 0.00% | +39,979+5.1% | Added |
| Price T Rowe Associates Inc | 878,474 | $172.2M | 0.02% | −11,820−1.3% | Reduced |
| BlackRock Inc. | 1,358,731 | $266.3M | 0.01% | −39,022−2.8% | Reduced |
| IFP Advisors, Inc | 1 | – | – | 00.0% | Unchanged |
| Robeco Schweiz AG | 0 | $0 | 0.00% | −15,070−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Malaga Cove Capital, LLC | 0 | $0 | 0.00% | −4,897−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −2,791−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −2,542−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −2,118−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −2,081−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −1,323−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −1,182−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,144−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −995−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −983−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −935−100.0% | Sold out |
| Systematic Alpha Investments, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Zebra Capital Management LLC | 0 | $0 | 0.00% | −866−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −257−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| People's United Financial, Inc. | – | – | – | – | Not filed |
| Lyon Street Capital, LLC | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |
| IndexIQ Advisors LLC | – | – | – | – | Not filed |