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, Q3 2022
Institutional positions in Cavco Industries, Inc. as of Sep 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
- 240
- +18 vs. Q2 2022
- Shares held
- 8.40M
- +43.1K (+0.5%) vs. Q2 2022
- Total value
- $1.73B
- +$89.5M (+5.5%) vs. Q2 2022
- New holders
- 38
- 81 more added
- Sold out
- 20
- 90 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| West Coast Financial LLC | 36,914 | $7.59M | 1.40% | +710+2.0% | Added |
| Renaissance Technologies LLC | 42,755 | $8.80M | 0.01% | +100+0.2% | Added |
| Invesco Ltd. | 43,508 | $8.95M | 0.00% | −2,407−5.2% | Reduced |
| Assenagon Asset Management S.A. | 46,580 | $9.58M | 0.04% | −873−1.8% | Reduced |
| FMR LLC | 47,848 | $9.85M | 0.00% | −14,668−23.5% | Reduced |
| Handelsinvest Investeringsforvaltning | 48,000 | $9.88M | 1.55% | −12,000−20.0% | Reduced |
| Nuveen Asset Management, LLC | 48,306 | $9.94M | 0.00% | +1,169+2.5% | Added |
| Cannell Capital LLC | 50,083 | $10.3M | 2.36% | +33,559+203.1% | Added |
| Robotti Robert | 51,789 | $10.7M | 2.53% | +11,209+27.6% | Added |
| Principal Financial Group Inc | 52,554 | $10.8M | 0.01% | −4,142−7.3% | Reduced |
| Goldman Sachs Group Inc | 56,938 | $11.7M | 0.00% | +37,931+199.6% | Added |
| Royce & Associates LP | 57,713 | $11.9M | 0.13% | +2,634+4.8% | Added |
| Fisher Asset Management, LLC | 61,251 | $12.6M | 0.01% | −3,098−4.8% | Reduced |
| Man Group plc | 64,545 | $13.3M | 0.06% | – | – |
| Morgan Stanley | 65,203 | $13.4M | 0.00% | +90.0% | Added |
| Neumeier Poma Investment Counsel LLC | 68,740 | $14.1M | 1.40% | +6,690+10.8% | Added |
| Kennedy Capital Management, Inc. | 75,698 | $15.6M | 0.46% | −20,252−21.1% | Reduced |
| Ameriprise Financial Inc | 77,022 | $15.8M | 0.01% | +157+0.2% | Added |
| Ashford Capital Management Inc | 79,470 | $16.4M | 2.49% | −17,936−18.4% | Reduced |
| Millennium Management LLC | 81,315 | $16.7M | 0.02% | −22,015−21.3% | Reduced |
| Charles Schwab Investment Management Inc | 87,031 | $17.9M | 0.01% | +635+0.7% | Added |
| Norges Bank | 90,711 | $18.7M | 0.00% | +2,378+2.7% | Added |
| Northern Trust Corp | 91,194 | $18.8M | 0.00% | −2,535−2.7% | Reduced |
| Gabelli Funds LLC | 110,530 | $22.7M | 0.19% | −1,470−1.3% | Reduced |
| Handelsbanken Fonder AB | 123,786 | $25.5M | 0.17% | −26,800−17.8% | Reduced |
| Bank of New York Mellon Corp | 129,622 | $26.7M | 0.01% | −17,348−11.8% | Reduced |
| Schroder Investment Management Group | 145,422 | $29.9M | 0.05% | +7,550+5.5% | Added |
| Price T Rowe Associates Inc | 148,929 | $30.6M | 0.01% | −729,545−83.0% | Reduced |
| Capital World Investors | 170,870 | $35.2M | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 175,232 | $36.1M | 0.01% | −1,483−0.8% | Reduced |
| Gamco Investors, Inc. Et Al | 221,035 | $45.5M | 0.54% | −3,860−1.7% | Reduced |
| GW&K Investment Management, LLC | 232,999 | $47.9M | 0.53% | +21,723+10.3% | Added |
| Boston Trust Walden Corp | 247,020 | $50.8M | 0.50% | +3,315+1.4% | Added |
| Wellington Management Group LLP | 252,348 | $51.9M | 0.01% | −58,413−18.8% | Reduced |
| Broad Bay Capital Management, LP | 292,000 | $60.1M | 10.59% | +24,000+9.0% | Added |
| State Street Corp | 313,385 | $64.5M | 0.00% | −5,992−1.9% | Reduced |
| Dimensional Fund Advisors LP | 382,763 | $78.8M | 0.03% | +5,731+1.5% | Added |
| T. Rowe Price Investment Management, Inc. | 727,337 | $149.7M | 0.12% | +727,337 | New |
| Vanguard Group Inc | 821,026 | $168.9M | 0.00% | −8,417−1.0% | Reduced |
| BlackRock Inc. | 1,342,712 | $276.3M | 0.01% | −16,019−1.2% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| RWC Asset Management LLP | 0 | $0 | 0.00% | −53,447−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −13,389−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −3,737−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −2,288−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −1,142−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −1,085−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −393−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| BDO Wealth Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Private Capital Group, LLC | – | – | – | – | Not filed |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |