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 2024
Institutional positions in Cavco Industries, Inc. as of Sep 30, 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
- 293
- +22 vs. Q2 2024
- Shares held
- 7.76M
- +1.17M (+17.8%) vs. Q2 2024
- Total value
- $3.32B
- +$1.04B (+45.7%) vs. Q2 2024
- New holders
- 48
- 99 more added
- Sold out
- 26
- 104 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Man Group plc | 7,636 | $3.27M | 0.01% | +3,031+65.8% | Added |
| Quantedge Capital Pte Ltd | 7,700 | $3.30M | 0.98% | −11,500−59.9% | Reduced |
| BNP Paribas Arbitrage, SA | 7,809 | $3.34M | 0.00% | +1,586+25.5% | Added |
| Teachers Retirement System of the State of Kentucky | 7,896 | $3.38M | 0.03% | +805+11.4% | Added |
| Great West Life Assurance Co | 8,523 | $3.65M | 0.01% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 8,571 | $3.67M | 0.04% | +5,952+227.3% | Added |
| Edgestream Partners, L.P. | 8,893 | $3.81M | 0.17% | −3,369−27.5% | Reduced |
| Prelude Capital Management, LLC | 9,023 | $3.86M | 0.30% | +826+10.1% | Added |
| SEI Investments Co | 9,428 | $4.04M | 0.01% | −4,143−30.5% | Reduced |
| Qube Research & Technologies Ltd | 9,441 | $4.04M | 0.01% | −15,524−62.2% | Reduced |
| Thrivent Financial for Lutherans | 9,493 | $4.07M | 0.01% | +37+0.4% | Added |
| Alliancebernstein L.P. | 9,576 | $4.10M | 0.00% | +10.0% | Added |
| Franklin Resources Inc | 9,538 | $4.15M | 0.00% | −1,898−16.6% | Reduced |
| Watchman Group, Inc. | 9,742 | $4.17M | 1.09% | −43−0.4% | Reduced |
| Confluence Investment Management LLC | 9,825 | $4.21M | 0.06% | −409−4.0% | Reduced |
| Prudential Financial Inc | 9,903 | $4.24M | 0.01% | +664+7.2% | Added |
| CI Private Wealth, LLC | 9,931 | $4.25M | 0.01% | −3,059−23.5% | Reduced |
| Ancora Advisors, LLC | 10,030 | $4.30M | 0.10% | −950−8.7% | Reduced |
| First Eagle Investment Management, LLC | 11,028 | $4.72M | 0.01% | −400−3.5% | Reduced |
| Marks Group Wealth Management, Inc | 11,137 | $4.77M | 0.46% | +3,106+38.7% | Added |
| Allspring Global Investments Holdings, LLC | 12,166 | $5.21M | 0.01% | −3,056−20.1% | Reduced |
| Truist Financial Corp | 12,197 | $5.22M | 0.01% | −1,061−8.0% | Reduced |
| Raymond James & Associates | 12,442 | $5.33M | 0.00% | −696−5.3% | Reduced |
| UBS Asset Management Americas Inc | 12,690 | $5.43M | 0.00% | −1,972−13.4% | Reduced |
| First Sabrepoint Capital Management LP | 12,750 | $5.46M | 2.11% | −1,950−13.3% | Reduced |
| Russell Investments Group, Ltd. | 13,649 | $5.85M | 0.01% | +4,543+49.9% | Added |
| Allianz Asset Management GmbH | 13,665 | $5.85M | 0.01% | −861−5.9% | Reduced |
| ExodusPoint Capital Management, LP | 13,727 | $5.88M | 0.06% | +7,393+116.7% | Added |
| Swiss National Bank | 14,600 | $6.25M | 0.00% | −200−1.4% | Reduced |
| Twinbeech Capital LP | 14,805 | $6.34M | 0.12% | +14,805 | New |
| Balyasny Asset Management LLC | 15,101 | $6.47M | 0.02% | +10,537+230.9% | Added |
| Royal Bank of Canada | 15,608 | $6.68M | 0.00% | +6,540+72.1% | Added |
| Ballast Asset Management, LP | 16,223 | $6.95M | 3.55% | −234−1.4% | Reduced |
| Citigroup Inc | 16,228 | $6.95M | 0.01% | +6,203+61.9% | Added |
| Barclays PLC | 17,234 | $7.38M | 0.00% | +10,656+162.0% | Added |
| Aviance Capital Partners, LLC | 17,316 | $7.42M | 0.98% | +122+0.7% | Added |
| Public Sector Pension Investment Board | 17,531 | $7.51M | 0.04% | +500+2.9% | Added |
| Atom Investors LP | 17,682 | $7.57M | 0.79% | +17,682 | New |
| AYAL Capital Advisors Ltd | 19,000 | $8.14M | 4.68% | −10,861−36.4% | Reduced |
| Deutsche Bank AG | 19,136 | $8.19M | 0.00% | +2,067+12.1% | Added |
| HRT Financial LP | 19,667 | $8.42M | 0.04% | +19,667 | New |
| Bank of America Corp | 19,934 | $8.54M | 0.00% | +7,072+55.0% | Added |
| Robeco Schweiz AG | 20,500 | $8.78M | 0.16% | +2,500+13.9% | Added |
| EULAV Asset Management | 20,800 | $8.91M | 0.22% | 00.0% | Unchanged |
| Legal & General Group Plc | 21,863 | $9.36M | 0.00% | +496+2.3% | Added |
| Nicholas Investment Partners, LP | 22,298 | $9.55M | 0.88% | +8,807+65.3% | Added |
| Harbor Capital Advisors, Inc. | 22,399 | $9.59M | 0.42% | +13,331+147.0% | Added |
| Rhumbline Advisers | 23,644 | $10.1M | 0.01% | −230−1.0% | Reduced |
| UBS Group AG | 23,990 | $10.3M | 0.00% | +6,319+35.8% | Added |
| Nuveen Asset Management, LLC | 24,537 | $10.5M | 0.00% | −187−0.8% | Reduced |
| Neumeier Poma Investment Counsel LLC | 29,617 | $12.7M | 1.21% | +12,032+68.4% | Added |
| Kennedy Capital Management, Inc. | 31,941 | $13.7M | 0.30% | −7,479−19.0% | Reduced |
| Norges Bank | 32,278 | $13.8M | 0.00% | −8,388−20.6% | Reduced |
| Envestnet Asset Management Inc | 32,445 | $13.9M | 0.00% | −2,003−5.8% | Reduced |
| JPMorgan Chase & Co | 35,887 | $15.4M | 0.00% | +12,780+55.3% | Added |
| Osterweis Capital Management Inc | 35,986 | $15.4M | 0.78% | +6,714+22.9% | Added |
| Goldman Sachs Group Inc | 37,372 | $16.0M | 0.00% | +9,433+33.8% | Added |
| Intrinsic Edge Capital Management LLC | 40,000 | $17.1M | 2.12% | +40,000 | New |
| Principal Financial Group Inc | 41,333 | $17.7M | 0.01% | −405−1.0% | Reduced |
| Punch & Associates Investment Management, Inc. | 42,012 | $18.0M | 1.00% | +1,046+2.6% | Added |
| Robotti Robert | 42,824 | $18.3M | 2.79% | −111−0.3% | Reduced |
| Cerity Partners LLC | 46,915 | $20.1M | 0.04% | +22,451+91.8% | Added |
| Bessemer Group Inc | 47,977 | $20.5M | 0.03% | +940+2.0% | Added |
| Royce & Associates LP | 50,307 | $21.5M | 0.20% | −1,539−3.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 51,572 | $22.1M | 0.09% | +3,615+7.5% | Added |
| American Century Companies Inc | 56,569 | $24.2M | 0.01% | −137,705−70.9% | Reduced |
| Ashford Capital Management Inc | 57,670 | $24.7M | 3.08% | −430−0.7% | Reduced |
| Handelsbanken Fonder AB | 57,986 | $24.8M | 0.10% | +800+1.4% | Added |
| Assenagon Asset Management S.A. | 60,835 | $26.1M | 0.05% | +57,278+1,610.3% | Added |
| Cannell Capital LLC | 67,551 | $28.9M | 6.34% | +3,514+5.5% | Added |
| Gabelli Funds LLC | 69,700 | $29.8M | 0.22% | −5,220−7.0% | Reduced |
| Fisher Asset Management, LLC | 71,487 | $30.6M | 0.01% | +5,620+8.5% | Added |
| SG Capital Management LLC | 82,481 | $35.3M | 5.11% | +47,096+133.1% | Added |
| Northern Trust Corp | 83,746 | $35.9M | 0.01% | +1,862+2.3% | Added |
| Bank of New York Mellon Corp | 85,697 | $36.7M | 0.01% | −7,137−7.7% | Reduced |
| Morgan Stanley | 88,051 | $37.7M | 0.00% | +32,463+58.4% | Added |
| Ameriprise Financial Inc | 102,787 | $44.0M | 0.01% | −5,740−5.3% | Reduced |
| Price T Rowe Associates Inc | 105,067 | $45.0M | 0.01% | −2,881−2.7% | Reduced |
| Charles Schwab Investment Management Inc | 109,453 | $46.9M | 0.01% | +5,935+5.7% | Added |
| Schroder Investment Management Group | 113,230 | $48.9M | 0.05% | +2,740+2.5% | Added |
| Gamco Investors, Inc. Et Al | 129,437 | $55.4M | 0.57% | −11,530−8.2% | Reduced |
| FMR LLC | 135,444 | $58.0M | 0.00% | +8,829+7.0% | Added |
| Invesco Ltd. | 153,727 | $65.8M | 0.01% | +7,855+5.4% | Added |
| Broad Bay Capital Management, LP | 180,176 | $77.2M | 10.60% | −35,150−16.3% | Reduced |
| GW&K Investment Management, LLC | 186,784 | $80.0M | 0.68% | −23,197−11.0% | Reduced |
| Boston Trust Walden Corp | 193,281 | $82.8M | 0.58% | −2,765−1.4% | Reduced |
| Geode Capital Management, LLC | 224,384 | $96.1M | 0.01% | +12,822+6.1% | Added |
| Wellington Management Group LLP | 252,023 | $107.9M | 0.02% | −35,086−12.2% | Reduced |
| Dimensional Fund Advisors LP | 378,976 | $162.3M | 0.04% | −23,359−5.8% | Reduced |
| State Street Corp | 404,634 | $173.3M | 0.01% | −6,249−1.5% | Reduced |
| Capital World Investors | 638,966 | $273.6M | 0.04% | +33,041+5.5% | Added |
| Vanguard Group Inc | 735,898 | $315.1M | 0.01% | −5,102−0.7% | Reduced |
| BlackRock, Inc. | 1,306,471 | $559.5M | 0.01% | +1,306,471 | New |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −203,662−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −10,514−100.0% | Sold out |
| Cascade Investment Advisors, Inc. | 0 | $0 | 0.00% | −3,893−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −2,556−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −1,903−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −1,865−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −1,833−100.0% | Sold out |