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, Q4 2022
Institutional positions in Cavco Industries, Inc. as of Dec 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
- 251
- +16 vs. Q3 2022
- Shares held
- 8.17M
- −194.1K (−2.3%) vs. Q3 2022
- Total value
- $1.85B
- +$127.3M (+7.4%) vs. Q3 2022
- New holders
- 39
- 85 more added
- Sold out
- 23
- 90 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Swiss National Bank | 20,400 | $4.62M | 0.00% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 20,440 | $4.62M | 1.19% | −3,300−13.9% | Reduced |
| EULAV Asset Management | 20,800 | $4.71M | 0.20% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 21,644 | $4.90M | 0.12% | +2,498+13.0% | Added |
| American Century Companies Inc | 21,854 | $4.94M | 0.00% | +19,587+864.0% | Added |
| Envestnet Asset Management Inc | 23,602 | $5.34M | 0.00% | +348+1.5% | Added |
| Renaissance Technologies LLC | 23,755 | $5.38M | 0.01% | −19,000−44.4% | Reduced |
| Legal & General Group Plc | 24,886 | $5.63M | 0.00% | +569+2.3% | Added |
| Rhumbline Advisers | 25,140 | $5.69M | 0.01% | +471+1.9% | Added |
| Voya Investment Management LLC | 25,946 | $5.87M | 0.01% | −9,368−26.5% | Reduced |
| Goldman Sachs Group Inc | 29,593 | $6.70M | 0.00% | −27,345−48.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 29,811 | $6.74M | 0.05% | +9,841+49.3% | Added |
| Allianz Asset Management GmbH | 33,188 | $7.51M | 0.02% | +3,442+11.6% | Added |
| Osterweis Capital Management Inc | 35,525 | $8.04M | 0.58% | −1,265−3.4% | Reduced |
| FMR LLC | 41,257 | $9.33M | 0.00% | −6,591−13.8% | Reduced |
| Handelsinvest Investeringsforvaltning | 44,000 | $9.96M | 1.57% | −4,000−8.3% | Reduced |
| Marshall Wace, LLP | 45,220 | $10.2M | 0.03% | +35,530+366.7% | Added |
| Assenagon Asset Management S.A. | 45,548 | $10.3M | 0.04% | −1,032−2.2% | Reduced |
| Nuveen Asset Management, LLC | 50,582 | $11.4M | 0.00% | +2,276+4.7% | Added |
| Robotti Robert | 51,672 | $11.7M | 2.33% | −117−0.2% | Reduced |
| Principal Financial Group Inc | 52,265 | $11.8M | 0.01% | −289−0.5% | Reduced |
| Pacer Advisors, Inc. | 53,415 | $12.1M | 0.06% | +21,858+69.3% | Added |
| Royce & Associates LP | 59,213 | $13.4M | 0.14% | +1,500+2.6% | Added |
| Invesco Ltd. | 60,207 | $13.6M | 0.00% | +16,699+38.4% | Added |
| Cannell Capital LLC | 61,685 | $14.0M | 2.81% | +11,602+23.2% | Added |
| Morgan Stanley | 66,765 | $15.1M | 0.00% | +1,562+2.4% | Added |
| Fisher Asset Management, LLC | 70,328 | $15.9M | 0.01% | +9,077+14.8% | Added |
| Kennedy Capital Management, Inc. | 73,081 | $16.5M | 0.47% | −2,617−3.5% | Reduced |
| Ameriprise Financial Inc | 74,529 | $16.9M | 0.01% | −2,493−3.2% | Reduced |
| Neumeier Poma Investment Counsel LLC | 74,860 | $16.9M | 1.57% | +6,120+8.9% | Added |
| Ashford Capital Management Inc | 79,160 | $17.9M | 2.78% | −310−0.4% | Reduced |
| Norges Bank | 86,610 | $19.6M | 0.00% | −4,101−4.5% | Reduced |
| Charles Schwab Investment Management Inc | 91,284 | $20.7M | 0.01% | +4,253+4.9% | Added |
| Northern Trust Corp | 94,261 | $21.3M | 0.00% | +3,067+3.4% | Added |
| Handelsbanken Fonder AB | 101,286 | $22.9M | 0.14% | −22,500−18.2% | Reduced |
| Gabelli Funds LLC | 110,820 | $25.1M | 0.19% | +290+0.3% | Added |
| Price T Rowe Associates Inc | 114,000 | $25.8M | 0.00% | −34,929−23.5% | Reduced |
| Schroder Investment Management Group | 133,195 | $30.1M | 0.05% | −12,227−8.4% | Reduced |
| Bank of New York Mellon Corp | 142,967 | $32.3M | 0.01% | +13,345+10.3% | Added |
| T. Rowe Price Investment Management, Inc. | 176,976 | $40.0M | 0.03% | −550,361−75.7% | Reduced |
| Geode Capital Management, LLC | 178,039 | $40.3M | 0.01% | +2,807+1.6% | Added |
| Gamco Investors, Inc. Et Al | 220,070 | $49.8M | 0.54% | −965−0.4% | Reduced |
| GW&K Investment Management, LLC | 227,417 | $51.5M | 0.52% | −5,582−2.4% | Reduced |
| Boston Trust Walden Corp | 248,266 | $56.2M | 0.49% | +1,246+0.5% | Added |
| State Street Corp | 306,949 | $69.4M | 0.00% | −6,436−2.1% | Reduced |
| Wellington Management Group LLP | 333,631 | $75.5M | 0.02% | +81,283+32.2% | Added |
| Broad Bay Capital Management, LP | 378,000 | $85.5M | 12.15% | +86,000+29.5% | Added |
| Dimensional Fund Advisors LP | 394,088 | $89.2M | 0.03% | +11,325+3.0% | Added |
| Capital World Investors | 419,300 | $94.9M | 0.02% | +248,430+145.4% | Added |
| Vanguard Group Inc | 848,004 | $191.9M | 0.01% | +26,978+3.3% | Added |
| BlackRock Inc. | 1,369,256 | $309.8M | 0.01% | +26,544+2.0% | Added |
| Timelo Investment Management Inc. | 0 | $0 | 0.00% | −4,679−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −3,711−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −3,531−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −2,975−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −2,673−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −2,090−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −2,006−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −1,720−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −1,719−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −1,642−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −1,248−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −1,226−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −1,060−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −727−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Bourgeon Capital Management LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Capital Growth Management LP | – | – | – | – | Not filed |
| Walthausen & Co., LLC | – | – | – | – | Not filed |
| South Shore Capital Advisors | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| Surevest, LLC | – | – | – | – | Not filed |