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 2025
Institutional positions in Cavco Industries, Inc. as of Mar 31, 2025. 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
- 334
- +37 vs. Q4 2024
- Shares held
- 7.67M
- +14.4K (+0.2%) vs. Q4 2024
- Total value
- $3.98B
- +$568.7M (+16.7%) vs. Q4 2024
- New holders
- 55
- 110 more added
- Sold out
- 18
- 116 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Intrinsic Edge Capital Management LLC | 39,511 | $20.5M | 4.30% | +15,855+67.0% | Added |
| Millennium Management LLC | 39,721 | $20.6M | 0.02% | +34,268+628.4% | Added |
| Robotti Robert | 40,343 | $21.0M | 4.20% | −1,065−2.6% | Reduced |
| Punch & Associates Investment Management, Inc. | 42,522 | $22.1M | 1.45% | +633+1.5% | Added |
| Principal Financial Group Inc | 42,761 | $22.2M | 0.01% | +638+1.5% | Added |
| Neumeier Poma Investment Counsel LLC | 44,811 | $23.3M | 2.50% | +14,515+47.9% | Added |
| Cannell Capital LLC | 50,520 | $26.3M | 8.86% | −33,438−39.8% | Reduced |
| Bessemer Group Inc | 52,193 | $27.1M | 0.05% | +2,176+4.4% | Added |
| Loomis Sayles & Co L P | 54,062 | $28.1M | 0.04% | +8,385+18.4% | Added |
| Gabelli Funds LLC | 54,280 | $28.2M | 0.21% | −10,880−16.7% | Reduced |
| Handelsbanken Fonder AB | 54,286 | $28.2M | 0.12% | −3,000−5.2% | Reduced |
| Ashford Capital Management Inc | 55,465 | $28.8M | 3.72% | −2,830−4.9% | Reduced |
| Bank of New York Mellon Corp | 56,065 | $29.1M | 0.01% | −17,679−24.0% | Reduced |
| Fisher Asset Management, LLC | 72,479 | $37.7M | 0.02% | −1,032−1.4% | Reduced |
| Schroder Investment Management Group | 73,528 | $37.8M | 0.04% | −327−0.4% | Reduced |
| Morgan Stanley | 79,647 | $41.4M | 0.00% | −2,948−3.6% | Reduced |
| Janus Henderson Group PLC | 87,794 | $45.1M | 0.02% | +15,260+21.0% | Added |
| Northern Trust Corp | 89,642 | $46.6M | 0.01% | −2,090−2.3% | Reduced |
| Price T Rowe Associates Inc | 100,949 | $52.5M | 0.01% | +1,298+1.3% | Added |
| Gamco Investors, Inc. Et Al | 102,020 | $53.0M | 0.58% | −14,132−12.2% | Reduced |
| Wellington Management Group LLP | 105,091 | $54.6M | 0.01% | −27,340−20.6% | Reduced |
| Charles Schwab Investment Management Inc | 109,367 | $56.8M | 0.01% | −1,610−1.5% | Reduced |
| Ameriprise Financial Inc | 155,765 | $80.9M | 0.02% | +60,779+64.0% | Added |
| Broad Bay Capital Management, LP | 178,189 | $92.6M | 13.91% | +27,503+18.3% | Added |
| GW&K Investment Management, LLC | 190,227 | $98.8M | 0.92% | +1,512+0.8% | Added |
| Boston Trust Walden Corp | 191,822 | $99.7M | 0.73% | −2,073−1.1% | Reduced |
| Invesco Ltd. | 196,210 | $102.0M | 0.02% | +13,753+7.5% | Added |
| Geode Capital Management, LLC | 230,164 | $119.6M | 0.01% | +3,140+1.4% | Added |
| Dimensional Fund Advisors LP | 286,947 | $149.1M | 0.04% | −61,045−17.5% | Reduced |
| FMR LLC | 339,725 | $176.5M | 0.01% | +43,382+14.6% | Added |
| State Street Corp | 358,845 | $186.5M | 0.01% | −35,774−9.1% | Reduced |
| Capital World Investors | 639,016 | $332.1M | 0.05% | +590.0% | Added |
| Vanguard Group Inc | 774,842 | $402.6M | 0.01% | +37,249+5.1% | Added |
| BlackRock, Inc. | 1,256,849 | $653.1M | 0.01% | −50,078−3.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −14,569−100.0% | Sold out |
| AYAL Capital Advisors Ltd | 0 | $0 | 0.00% | −11,700−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −4,310−100.0% | Sold out |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −2,059−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −1,782−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −1,443−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −1,369−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −598−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −475−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −457−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| McClarren Financial Advisors, Inc. | 0 | $0 | 0.00% | −953−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Live Oak Investment Partners | 0 | $0 | 0.00% | – | Sold out |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |