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, Q1 2024
Institutional positions in Cavco Industries, Inc. as of Mar 31, 2024. 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
- 263
- +6 vs. Q4 2023
- Shares held
- 8.08M
- +116.5K (+1.5%) vs. Q4 2023
- Total value
- $3.22B
- +$463.8M (+16.8%) vs. Q4 2023
- New holders
- 34
- 75 more added
- Sold out
- 28
- 117 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nicholas Investment Partners, LP | 13,358 | $5.33M | 0.55% | +6,638+98.8% | Added |
| Millennium Management LLC | 13,469 | $5.37M | 0.00% | −25,250−65.2% | Reduced |
| SEI Investments Co | 14,241 | $5.68M | 0.01% | −2,151−13.1% | Reduced |
| Barclays PLC | 14,435 | $5.76M | 0.00% | −6,760−31.9% | Reduced |
| Swiss National Bank | 14,800 | $5.91M | 0.00% | −600−3.9% | Reduced |
| Allianz Asset Management GmbH | 14,808 | $5.91M | 0.01% | −192−1.3% | Reduced |
| CI Private Wealth, LLC | 15,237 | $6.08M | 0.01% | −147−1.0% | Reduced |
| Ballast Asset Management, LP | 15,449 | $6.17M | 3.34% | +5,409+53.9% | Added |
| Public Sector Pension Investment Board | 15,920 | $6.35M | 0.05% | −150−0.9% | Reduced |
| Truist Financial Corp | 15,952 | $6.37M | 0.01% | −27−0.2% | Reduced |
| Aviance Capital Partners, LLC | 16,090 | $6.42M | 0.95% | +469+3.0% | Added |
| Allspring Global Investments Holdings, LLC | 16,785 | $6.70M | 0.01% | −4,023−19.3% | Reduced |
| Robeco Schweiz AG | 18,000 | $7.18M | 0.13% | 00.0% | Unchanged |
| Bank of America Corp | 18,009 | $7.19M | 0.00% | −4,219−19.0% | Reduced |
| Neumeier Poma Investment Counsel LLC | 18,050 | $7.20M | 0.66% | −3,445−16.0% | Reduced |
| AYAL Capital Advisors Ltd | 18,500 | $7.38M | 5.30% | +3,000+19.4% | Added |
| UBS Group AG | 19,168 | $7.65M | 0.00% | −9,338−32.8% | Reduced |
| Goldman Sachs Group Inc | 19,714 | $7.87M | 0.00% | +1,871+10.5% | Added |
| First Sabrepoint Capital Management LP | 20,000 | $7.98M | 3.55% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 20,551 | $8.20M | 0.00% | +1,138+5.9% | Added |
| EULAV Asset Management | 20,800 | $8.30M | 0.23% | 00.0% | Unchanged |
| Legal & General Group Plc | 21,979 | $8.77M | 0.00% | +13+0.1% | Added |
| Osterweis Capital Management Inc | 23,356 | $9.32M | 0.55% | −1,016−4.2% | Reduced |
| Assenagon Asset Management S.A. | 23,594 | $9.42M | 0.02% | +22,603+2,280.8% | Added |
| Rhumbline Advisers | 24,020 | $9.59M | 0.01% | −449−1.8% | Reduced |
| Nuveen Asset Management, LLC | 24,297 | $9.70M | 0.00% | −1,053−4.2% | Reduced |
| Punch & Associates Investment Management, Inc. | 26,981 | $10.8M | 0.61% | +3,049+12.7% | Added |
| Jacobs Levy Equity Management, Inc | 29,517 | $11.8M | 0.05% | −710−2.3% | Reduced |
| Envestnet Asset Management Inc | 34,117 | $13.6M | 0.01% | −49−0.1% | Reduced |
| Bessemer Group Inc | 34,252 | $13.7M | 0.02% | +2,263+7.1% | Added |
| Robotti Robert | 42,883 | $17.1M | 2.32% | +129+0.3% | Added |
| Principal Financial Group Inc | 43,090 | $17.2M | 0.01% | +1,111+2.6% | Added |
| Cerity Partners LLC | 47,673 | $19.0M | 0.05% | +30,119+171.6% | Added |
| Kennedy Capital Management, Inc. | 48,031 | $19.2M | 0.39% | +3,975+9.0% | Added |
| Norges Bank | 50,525 | $20.2M | 0.00% | −10,229−16.8% | Reduced |
| Royce & Associates LP | 53,545 | $21.4M | 0.19% | −1,205−2.2% | Reduced |
| Ashford Capital Management Inc | 58,180 | $23.2M | 3.14% | +310+0.5% | Added |
| Fisher Asset Management, LLC | 62,489 | $24.9M | 0.01% | −2,028−3.1% | Reduced |
| Cannell Capital LLC | 64,017 | $25.5M | 5.74% | +12,066+23.2% | Added |
| Morgan Stanley | 64,102 | $25.6M | 0.00% | +699+1.1% | Added |
| Gabelli Funds LLC | 77,150 | $30.8M | 0.23% | −11,710−13.2% | Reduced |
| Northern Trust Corp | 89,299 | $35.6M | 0.01% | −4,626−4.9% | Reduced |
| Handelsbanken Fonder AB | 92,586 | $36.9M | 0.16% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 99,235 | $39.6M | 0.01% | −11,311−10.2% | Reduced |
| Charles Schwab Investment Management Inc | 100,654 | $40.2M | 0.01% | +2,655+2.7% | Added |
| Schroder Investment Management Group | 110,755 | $44.2M | 0.05% | −19,762−15.1% | Reduced |
| Ameriprise Financial Inc | 110,767 | $44.2M | 0.01% | +49,933+82.1% | Added |
| Price T Rowe Associates Inc | 110,832 | $44.2M | 0.01% | −247−0.2% | Reduced |
| Gamco Investors, Inc. Et Al | 148,067 | $59.1M | 0.60% | −17,410−10.5% | Reduced |
| FMR LLC | 162,574 | $64.9M | 0.00% | +84,619+108.5% | Added |
| Invesco Ltd. | 168,122 | $67.1M | 0.01% | −4,006−2.3% | Reduced |
| Boston Trust Walden Corp | 194,505 | $77.6M | 0.55% | −1,399−0.7% | Reduced |
| American Century Companies Inc | 197,185 | $78.7M | 0.05% | −26,212−11.7% | Reduced |
| Geode Capital Management, LLC | 199,800 | $79.7M | 0.01% | +3,446+1.8% | Added |
| GW&K Investment Management, LLC | 206,588 | $82.4M | 0.73% | −3,555−1.7% | Reduced |
| Pacer Advisors, Inc. | 209,134 | $83.5M | 0.19% | +39,491+23.3% | Added |
| Broad Bay Capital Management, LP | 275,000 | $109.7M | 14.23% | −33,000−10.7% | Reduced |
| State Street Corp | 362,394 | $144.6M | 0.01% | +21,802+6.4% | Added |
| Dimensional Fund Advisors LP | 411,637 | $164.3M | 0.04% | +3,193+0.8% | Added |
| Wellington Management Group LLP | 439,837 | $175.5M | 0.03% | +44,327+11.2% | Added |
| Capital World Investors | 605,925 | $241.8M | 0.04% | +17,125+2.9% | Added |
| Vanguard Group Inc | 757,662 | $302.4M | 0.01% | −38,109−4.8% | Reduced |
| BlackRock Inc. | 1,272,401 | $507.8M | 0.01% | −13,982−1.1% | Reduced |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −7,778−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −7,276−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −5,374−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −4,955−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −1,543−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −1,379−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −1,160−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −1,096−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −1,085−100.0% | Sold out |
| Guidance Capital, Inc | 0 | $0 | 0.00% | −985−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −836−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −738−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −670−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −658−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −604−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −604−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −589−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |
| Live Oak Investment Partners | – | – | – | – | Not filed |