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 2023
Institutional positions in Cavco Industries, Inc. as of Dec 31, 2023. 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
- 259
- +9 vs. Q3 2023
- Shares held
- 7.98M
- −282.6K (−3.4%) vs. Q3 2023
- Total value
- $2.77B
- +$568.1M (+25.9%) vs. Q3 2023
- New holders
- 39
- 67 more added
- Sold out
- 30
- 111 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: 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 2023
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,286,383 | $445.9M | 0.01% | −4,598−0.4% | Reduced |
| Vanguard Group Inc | 795,771 | $275.8M | 0.01% | −47,285−5.6% | Reduced |
| Capital World Investors | 588,800 | $204.1M | 0.04% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 408,444 | $141.6M | 0.04% | −1,138−0.3% | Reduced |
| Wellington Management Group LLP | 395,510 | $137.1M | 0.03% | −1,759−0.4% | Reduced |
| State Street Corp | 340,592 | $118.1M | 0.01% | +11,296+3.4% | Added |
| Broad Bay Capital Management, LP | 308,000 | $106.8M | 13.42% | −52,861−14.6% | Reduced |
| American Century Companies Inc | 223,397 | $77.4M | 0.05% | +15,241+7.3% | Added |
| GW&K Investment Management, LLC | 210,143 | $72.8M | 0.68% | −8,231−3.8% | Reduced |
| Geode Capital Management, LLC | 196,354 | $68.1M | 0.01% | +5,867+3.1% | Added |
| Boston Trust Walden Corp | 195,904 | $67.9M | 0.51% | +27,087+16.0% | Added |
| Invesco Ltd. | 172,128 | $59.7M | 0.01% | −2,469−1.4% | Reduced |
| Pacer Advisors, Inc. | 169,643 | $58.8M | 0.17% | +46,726+38.0% | Added |
| Gamco Investors, Inc. Et Al | 165,477 | $57.4M | 0.61% | −15,880−8.8% | Reduced |
| Schroder Investment Management Group | 130,517 | $45.2M | 0.06% | −6,351−4.6% | Reduced |
| Price T Rowe Associates Inc | 111,079 | $38.5M | 0.01% | +488+0.4% | Added |
| Bank of New York Mellon Corp | 110,546 | $38.3M | 0.01% | −13,267−10.7% | Reduced |
| Charles Schwab Investment Management Inc | 97,999 | $34.0M | 0.01% | +224+0.2% | Added |
| Northern Trust Corp | 93,925 | $32.6M | 0.01% | −4,564−4.6% | Reduced |
| Handelsbanken Fonder AB | 92,586 | $32.1M | 0.16% | −9,400−9.2% | Reduced |
| Gabelli Funds LLC | 88,860 | $30.8M | 0.24% | −8,190−8.4% | Reduced |
| FMR LLC | 77,955 | $27.0M | 0.00% | +43,472+126.1% | Added |
| Fisher Asset Management, LLC | 64,517 | $22.4M | 0.01% | −4,640−6.7% | Reduced |
| Morgan Stanley | 63,403 | $22.0M | 0.00% | +9,035+16.6% | Added |
| Ameriprise Financial Inc | 60,834 | $21.1M | 0.01% | −149−0.2% | Reduced |
| Norges Bank | 60,754 | $21.1M | 0.00% | −6,377−9.5% | Reduced |
| Ashford Capital Management Inc | 57,870 | $20.1M | 2.69% | −4,920−7.8% | Reduced |
| Royce & Associates LP | 54,750 | $19.0M | 0.18% | +131+0.2% | Added |
| Cannell Capital LLC | 51,951 | $18.0M | 4.02% | −14,465−21.8% | Reduced |
| Kennedy Capital Management, Inc. | 44,056 | $15.3M | 0.33% | −5,985−12.0% | Reduced |
| Robotti Robert | 42,754 | $14.8M | 2.13% | −8,830−17.1% | Reduced |
| Principal Financial Group Inc | 41,979 | $14.6M | 0.01% | −2,465−5.5% | Reduced |
| Millennium Management LLC | 38,719 | $13.4M | 0.01% | −51,831−57.2% | Reduced |
| Envestnet Asset Management Inc | 34,166 | $11.8M | 0.00% | +136+0.4% | Added |
| Bessemer Group Inc | 31,989 | $11.1M | 0.02% | +31,980+355,333.3% | Added |
| Jacobs Levy Equity Management, Inc | 30,227 | $10.5M | 0.05% | −2,742−8.3% | Reduced |
| UBS Group AG | 28,506 | $9.88M | 0.00% | +5,726+25.1% | Added |
| Nuveen Asset Management, LLC | 25,350 | $8.79M | 0.00% | +477+1.9% | Added |
| Rhumbline Advisers | 24,469 | $8.48M | 0.01% | −758−3.0% | Reduced |
| Osterweis Capital Management Inc | 24,372 | $8.45M | 0.54% | +5,004+25.8% | Added |
| Punch & Associates Investment Management, Inc. | 23,932 | $8.30M | 0.49% | +288+1.2% | Added |
| Bank of America Corp | 22,228 | $7.70M | 0.00% | +1,908+9.4% | Added |
| Legal & General Group Plc | 21,966 | $7.61M | 0.00% | −707−3.1% | Reduced |
| Neumeier Poma Investment Counsel LLC | 21,495 | $7.45M | 0.66% | −35,085−62.0% | Reduced |
| Barclays PLC | 21,195 | $7.35M | 0.00% | +9,347+78.9% | Added |
| Allspring Global Investments Holdings, LLC | 20,808 | $7.21M | 0.01% | −1,326−6.0% | Reduced |
| EULAV Asset Management | 20,800 | $7.21M | 0.22% | 00.0% | Unchanged |
| First Sabrepoint Capital Management LP | 20,000 | $6.93M | 3.15% | +20,000 | New |
| JPMorgan Chase & Co | 19,413 | $6.73M | 0.00% | +4,061+26.5% | Added |
| Robeco Schweiz AG | 18,000 | $6.24M | 0.10% | −1,600−8.2% | Reduced |
| Goldman Sachs Group Inc | 17,843 | $6.18M | 0.00% | +2,495+16.3% | Added |
| Cerity Partners LLC | 17,554 | $6.08M | 0.02% | +17,554 | New |
| SEI Investments Co | 16,392 | $5.68M | 0.01% | +1,413+9.4% | Added |
| Public Sector Pension Investment Board | 16,070 | $5.57M | 0.04% | +6,096+61.1% | Added |
| Truist Financial Corp | 15,979 | $5.54M | 0.01% | +571+3.7% | Added |
| Aviance Capital Partners, LLC | 15,621 | $5.41M | 1.16% | −860−5.2% | Reduced |
| AYAL Capital Advisors Ltd | 15,500 | $5.37M | 4.20% | +15,500 | New |
| Swiss National Bank | 15,400 | $5.34M | 0.00% | −1,800−10.5% | Reduced |
| CI Private Wealth, LLC | 15,384 | $5.33M | 0.01% | −1,474−8.7% | Reduced |
| Allianz Asset Management GmbH | 15,000 | $5.20M | 0.01% | +155+1.0% | Added |
| Putnam Investments LLC | 14,204 | $4.92M | 0.01% | +101+0.7% | Added |
| Raymond James & Associates | 13,617 | $4.72M | 0.00% | −2,182−13.8% | Reduced |
| Confluence Investment Management LLC | 13,462 | $4.67M | 0.07% | −838−5.9% | Reduced |
| Ancora Advisors, LLC | 11,094 | $3.85M | 0.09% | −140−1.2% | Reduced |
| EAM Investors, LLC | 10,883 | $3.77M | 0.68% | +10,883 | New |
| Alliancebernstein L.P. | 10,817 | $3.75M | 0.00% | +432+4.2% | Added |
| Royal Bank of Canada | 10,802 | $3.74M | 0.00% | −90−0.8% | Reduced |
| Credit Suisse AG | 10,546 | $3.66M | 0.00% | −2,398−18.5% | Reduced |
| Ballast Asset Management, LP | 10,040 | $3.48M | 2.21% | +3,197+46.7% | Added |
| Prudential Financial Inc | 9,918 | $3.44M | 0.01% | −539−5.2% | Reduced |
| Watchman Group, Inc. | 9,650 | $3.34M | 1.10% | −34−0.4% | Reduced |
| First Eagle Investment Management, LLC | 9,568 | $3.32M | 0.01% | +1,570+19.6% | Added |
| BNP Paribas Arbitrage, SA | 9,191 | $3.19M | 0.01% | −3,536−27.8% | Reduced |
| Russell Investments Group, Ltd. | 8,834 | $3.06M | 0.01% | −3,623−29.1% | Reduced |
| State of New Jersey Common Pension Fund D | 8,635 | $2.99M | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 8,398 | $2.91M | 0.00% | −436−4.9% | Reduced |
| Citigroup Inc | 8,352 | $2.89M | 0.00% | +3,510+72.5% | Added |
| Victory Capital Management Inc | 8,096 | $2.81M | 0.00% | +4,408+119.5% | Added |
| Balyasny Asset Management LLC | 7,949 | $2.76M | 0.01% | −5,338−40.2% | Reduced |
| Marks Group Wealth Management, Inc | 7,780 | $2.70M | 0.31% | +89+1.2% | Added |
| Bridgewater Associates, LP | 7,778 | $2.70M | 0.02% | −8,766−53.0% | Reduced |
| Renaissance Technologies LLC | 7,446 | $2.58M | 0.00% | −3,909−34.4% | Reduced |
| Prelude Capital Management, LLC | 7,291 | $2.53M | 0.22% | −3,753−34.0% | Reduced |
| First Trust Advisors LP | 7,277 | $2.52M | 0.00% | −6,291−46.4% | Reduced |
| Empowered Funds, LLC | 7,276 | $2.52M | 0.06% | −20,195−73.5% | Reduced |
| Thrivent Financial for Lutherans | 6,899 | $2.39M | 0.01% | −483−6.5% | Reduced |
| Nicholas Investment Partners, LP | 6,720 | $2.33M | 0.27% | +6,720 | New |
| Texas Permanent School Fund | 6,688 | $2.32M | 0.02% | −166−2.4% | Reduced |
| UBS Asset Management Americas Inc | 6,633 | $2.30M | 0.00% | −511−7.2% | Reduced |
| Deutsche Bank AG | 6,517 | $2.26M | 0.00% | −208−3.1% | Reduced |
| Holocene Advisors, LP | 6,375 | $2.21M | 0.01% | +3,858+153.3% | Added |
| Qube Research & Technologies Ltd | 6,347 | $2.20M | 0.00% | −1,898−23.0% | Reduced |
| Great West Life Assurance Co | 6,338 | $2.19M | 0.00% | −616−8.9% | Reduced |
| Brinker Capital Investments, LLC | 6,653 | $2.14M | 0.02% | −525−7.3% | Reduced |
| Orion Portfolio Solutions, LLC | 6,653 | $2.14M | 0.02% | −525−7.3% | Reduced |
| Janus Henderson Group PLC | 6,112 | $2.12M | 0.00% | +235+4.0% | Added |
| TD Asset Management Inc | 6,100 | $2.11M | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 5,986 | $2.07M | 0.01% | +847+16.5% | Added |
| Tower Research Capital LLC (TRC) | 5,663 | $1.96M | 0.02% | +5,304+1,477.4% | Added |
| Rafferty Asset Management, LLC | 5,578 | $1.93M | 0.01% | +806+16.9% | Added |