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 2025 vs. Q2 2025

How the institutions holding Cavco Industries, Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025 All holders in Q2 2025

13F holders of CVCO: Q2 2025 compared with Q3 2025
Measure	Q2 2025	Of which not filed for Q3 2025	Q3 2025	Change
Holders	315	3	325	+13
Shares	7.58M	16.0K	7.85M	+290.2K (+3.8%)
Value	$3.29B	$6.95M	$4.56B	+$1.27B (+38.8%)

3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (53)

Institutions that held Cavco Industries, Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to CVCO in Q3 2025
Institution	Shares	Value	% of portfolio
Fiduciary Management Inc	171,225	$99.4M	1.01%
Point72 Asset Management, L.P.	61,631	$35.8M	0.08%
Segall Bryant & Hamill, LLC	18,216	$10.6M	0.14%
Edgestream Partners, L.P.	10,203	$5.93M	0.17%
Intrinsic Edge Capital Management LLC	9,999	$5.81M	0.88%
4D Advisors, LLC	7,500	$4.36M	2.32%
Pinnbrook Capital Management LP	6,657	$3.87M	0.72%
Pier Capital, LLC	6,342	$3.68M	0.58%
Credit Agricole S A	3,518	$2.04M	0.01%
Entropy Technologies, LP	3,500	$2.03M	0.15%
ISAM Funds (UK) Ltd	1,670	$969.8K	0.20%
Robeco Institutional Asset Management B.V.	1,410	$818.8K	0.00%
AIA Group Ltd	1,190	$691.1K	0.01%
Oppenheimer & Co Inc	1,145	$664.9K	0.01%
EntryPoint Capital, LLC	1,136	$659.7K	0.26%
Sendero Wealth Management, LLC	1,086	$630.7K	0.07%
Cetera Investment Advisers	887	$515.2K	0.00%
Alps Advisors Inc	840	$487.8K	0.00%
CIBC Bancorp USA Inc.	814	$472.7K	0.00%
Two Sigma Securities, LLC	715	$415.2K	0.06%
Summit Trail Advisors, LLC	630	$365.9K	0.01%
Blair William & Co	546	$317.1K	0.00%
Quantinno Capital Management LP	504	$292.7K	0.00%
Davenport & Co LLC	400	$232.3K	0.00%
Point72 Europe (London) LLP	386	$223.9K	0.01%
Fiduciary Trust Co	375	$217.8K	0.00%
JustInvest LLC	365	$212.0K	0.00%
Profund Advisors LLC	364	$211.4K	0.01%
Riverwater Partners LLC	357	$207.3K	0.09%
Point72 Asia (Singapore) Pte. Ltd.	354	$205.6K	0.03%
RMB Capital Management, LLC	353	$205.0K	0.00%
Swiss Life Asset Management Ltd	352	$204.4K	0.00%
Abel Hall, LLC	349	$202.7K	0.08%
Wealth Enhancement Advisory Services, LLC	220	$110.7K	0.00%
Exchange Traded Concepts, LLC	148	$85.9K	0.00%
Mather Group, LLC.	108	$62.7K	0.00%
Rockefeller Capital Management L.P.	63	$36.6K	0.00%
Salomon & Ludwin, LLC	54	$30.8K	0.00%
SRS Capital Advisors, Inc.	42	$24.4K	0.00%
Root Financial Partners, LLC	30	$17.4K	0.00%
Pacer Advisors, Inc.	26	$15.1K	0.00%
Point72 (DIFC) Ltd	21	$12.0K	0.00%
Transamerica Financial Advisors, Inc.	16	$9.29K	0.00%
Halbert Hargrove Global Advisors, LLC	15	$8.71K	0.00%
Wealthspire Advisors, LLC	8	$4.65K	0.00%
Albion Financial Group	5	$2.90K	0.00%
JPL Wealth Management, LLC	5	$2.90K	0.00%
J.Safra Asset Management Corp	4	$2.32K	0.00%
TD Private Client Wealth LLC	1	$581	0.00%
Allworth Financial LP	1	$581	0.00%
Rialto Wealth Management, LLC	1	$581	0.00%
Bay Harbor Wealth Management, LLC	1	$580	0.00%
Cloud Capital Management, LLC	1	$0	0.00%

Sold out (40)

Institutions that held Cavco Industries, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of CVCO in Q3 2025
Institution	Shares, Q2 2025	Value, Q2 2025
Loomis Sayles & Co L P	52,726	$22.9M
Fisher Asset Management, LLC	27,682	$12.0M
Qube Research & Technologies Ltd	20,810	$9.04M
Trexquant Investment LP	10,306	$4.48M
Two Sigma Investments, LP	10,170	$4.42M
Dark Forest Capital Management LP	8,785	$3.82M
Quantedge Capital Pte Ltd	7,700	$3.35M
Engineers Gate Manager LP	6,568	$2.85M
Jane Street Group, LLC	6,549	$2.85M
Nebula Research & Development LLC	6,293	$2.73M
Assenagon Asset Management S.A.	5,379	$2.34M
Y-Intercept (Hong Kong) Ltd	5,246	$2.28M
Twinbeech Capital LP	3,720	$1.62M
XTX Topco Ltd	3,094	$1.34M
Centiva Capital, LP	3,050	$1.33M
Caxton Associates LLP	2,850	$1.24M
Gotham Asset Management, LLC	2,661	$1.16M
Hudson Bay Capital Management LP	2,482	$1.08M
Zacks Investment Management	2,177	$945.9K
Headlands Technologies LLC	1,402	$609.1K
Capstone Investment Advisors, LLC	1,384	$601.3K
Unique Wealth Strategies, LLC	1,371	$595.5K
Holocene Advisors, LP	1,083	$470.5K
HSBC Holdings PLC	949	$412.2K
Axq Capital, LP	946	$411.0K
Magnetar Financial LLC	898	$390.1K
Petrus Trust Company, LTA	577	$250.7K
DRW Securities, LLC	478	$207.7K
St Germain D J Co Inc	359	$156.0K
Kestra Investment Management, LLC	20	$9.54K
Twin Peaks Wealth Advisors, LLC	20	$9.48K
Quarry LP	16	$6.95K
IFP Advisors, Inc	0	$6.08K
Avalon Trust Co	12	$5.21K
Skopos Labs, Inc.	11	$4.78K
Federation des caisses Desjardins du Quebec	5	$2.17K
Center for Financial Planning, Inc.	4	$1.74K
South State Corp.	2	$869
Assetmark, Inc	2	$869
Larson Financial Group LLC	1	$434

Not filed for Q3 2025 yet (3)

Institutions that held Cavco Industries, Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CVCO in Q2 2025 that haven't filed for Q3 2025
Institution	Shares, Q2 2025	Value, Q2 2025
Norges Bank	14,528	$6.31M
CIBC World Markets Corp	941	$408.8K
Avantax Advisory Services, Inc.	538	$233.8K