Cavco Industries, Inc.

CVCO

Exchange: Nasdaq
Industry: Mobile Homes
SEC CIK: 0000278166

SEC filings (opens in a new tab)

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.

Q3 2024 vs. Q2 2024

How the institutions holding Cavco Industries, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024 All holders in Q2 2024

13F holders of CVCO: Q2 2024 compared with Q3 2024
Measure	Q2 2024	Of which not filed for Q3 2024	Q3 2024	Change
Holders	272	1	293	+22
Shares	7.84M	1.25M	7.76M	+1.17M (+17.8%)
Value	$2.71B	$431.7M	$3.32B	+$1.04B (+45.7%)

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (48)

Institutions that held Cavco Industries, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to CVCO in Q3 2024
Institution	Shares	Value	% of portfolio
BlackRock, Inc.	1,306,471	$559.5M	0.01%
Intrinsic Edge Capital Management LLC	40,000	$17.1M	2.12%
HRT Financial LP	19,667	$8.42M	0.04%
Atom Investors LP	17,682	$7.57M	0.79%
Twinbeech Capital LP	14,805	$6.34M	0.12%
Arrowstreet Capital, Limited Partnership	5,091	$2.18M	0.00%
Campbell & CO Investment Adviser LLC	2,494	$1.07M	0.08%
Credit Agricole S A	2,189	$937.4K	0.00%
Walleye Capital LLC	2,062	$883.0K	0.01%
Mitsubishi UFJ Asset Management (UK) Ltd.	1,500	$642.0K	0.33%
Virtu Financial LLC	1,487	$637.0K	0.04%
Natixis	984	$421.4K	0.00%
Quadrature Capital Ltd	957	$409.5K	0.01%
Occudo Quantitative Strategies LP	869	$372.1K	0.07%
Headlands Technologies LLC	864	$370.0K	0.04%
Spears Abacus Advisors LLC	791	$338.7K	0.01%
LPL Financial LLC	770	$329.7K	0.00%
Westbourne Investment Advisors, Inc.	725	$310.0K	0.11%
O'Shaughnessy Asset Management, LLC	703	$305.9K	0.00%
Two Sigma Securities, LLC	704	$301.5K	0.02%
EntryPoint Capital, LLC	670	$286.9K	0.16%
Lido Advisors, LLC	587	$251.4K	0.00%
Alpine Global Management, LLC	567	$242.8K	0.06%
Mackenzie Financial Corp	548	$234.7K	0.00%
Xponance, Inc.	545	$233.4K	0.00%
Evergreen Capital Management LLC	528	$226.1K	0.01%
State Board of Administration of Florida Retirement System	520	$222.7K	0.00%
Acadian Asset Management LLC	515	$220.0K	0.00%
Coldstream Capital Management Inc	497	$213.0K	0.00%
ISAM Funds (UK) Ltd	486	$208.1K	0.12%
Crossmark Global Holdings, Inc.	484	$208.0K	0.00%
Burney Co	475	$203.4K	0.01%
Shell Asset Management Co	411	$176.0K	0.01%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	150	$64.2K	0.00%
Jones Financial Companies LLLP	36	$15.5K	0.00%
Harbour Investments, Inc.	34	$14.6K	0.00%
Promethos Capital, LLC	25	$10.7K	0.00%
Ashton Thomas Securities, LLC	15	$6.42K	0.00%
Aster Capital Management (DIFC) Ltd	14	$6.00K	0.00%
Hemington Wealth Management	13	$5.00K	0.00%
Sterling Capital Management LLC	9	$3.85K	0.00%
Fortitude Family Office, LLC	5	$2.14K	0.00%
Federation des caisses Desjardins du Quebec	5	$2.14K	0.00%
Capital Performance Advisors LLP	3	$1.28K	0.00%
GeoWealth Management, LLC	3	$1.28K	0.00%
Picton Mahoney Asset Management	3	$1.00K	0.00%
Mendota Financial Group, LLC	1	$429	0.00%
Claris Advisors, LLC	1	$428	0.00%

Sold out (26)

Institutions that held Cavco Industries, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of CVCO in Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
Pacer Advisors, Inc.	203,662	$70.5M
Natixis Advisors, L.P.	10,514	$3.64M
Cascade Investment Advisors, Inc.	3,893	$1.35M
Weiss Asset Management LP	2,556	$884.8K
UniSuper Management Pty Ltd	1,903	$658.8K
Capstone Investment Advisors, LLC	1,865	$645.6K
Seven Eight Capital, LP	1,833	$634.5K
Squarepoint Ops LLC	1,716	$594.0K
Gotham Asset Management, LLC	1,351	$467.7K
Algert Global LLC	757	$262.1K
FORA Capital, LLC	737	$255.1K
Kingswood Wealth Advisors, LLC	600	$207.7K
TradeLink Capital LLC	583	$202.0K
nVerses Capital, LLC	400	$138.5K
Aquatic Capital Management LLC	320	$110.8K
Caitlin John, LLC	221	$76.5K
Simplex Trading, LLC	73	$25.0K
Front Row Advisors LLC	28	$9.69K
Security National Bank	20	$6.92K
Northwestern Mutual Wealth Management Co	14	$4.85K
Quarry LP	11	$3.81K
Danske Bank A/S	8	$2.77K
Johnson Financial Group, Inc.	5	$1.73K
Innealta Capital, LLC	3	$1.04K
Annis Gardner Whiting Capital Advisors, LLC	2	$693
McClarren Financial Advisors, Inc.	65	$58

Not filed for Q3 2024 yet (1)

Institutions that held Cavco Industries, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CVCO in Q2 2024 that haven't filed for Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
BlackRock Inc.	1,247,002	$431.7M