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 2026
Institutional positions in Cavco Industries, Inc. as of Mar 31, 2026. 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
- 346
- −2 vs. Q4 2025
- Shares held
- 7.85M
- +827.2K (+11.8%) vs. Q4 2025
- Total value
- $3.80B
- −$351.6M (−8.5%) vs. Q4 2025
- New holders
- 57
- 138 more added
- Sold out
- 59
- 111 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 2026
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 2,571 | $1.25M | 0.00% | +100+4.0% | Added |
| Aquatic Capital Management LLC | 2,598 | $1.26M | 0.04% | +2,598 | New |
| Gsa Capital Partners LLP | 2,735 | $1.32M | 0.08% | +1,242+83.2% | Added |
| Brevan Howard Capital Management LP | 2,810 | $1.36M | 0.01% | +2,810 | New |
| Fifth Third Bancorp | 2,824 | $1.37M | 0.00% | +2,420+599.0% | Added |
| New York State Teachers Retirement System | 2,888 | $1.40M | 0.00% | +191+7.1% | Added |
| Cascade Investment Advisors, Inc. | 2,945 | $1.43M | 0.84% | +280+10.5% | Added |
| Marks Group Wealth Management, Inc | 2,988 | $1.45M | 0.14% | −3,390−53.2% | Reduced |
| Diversified Management Inc | 3,042 | $1.47M | 0.25% | +3,042 | New |
| Vanguard Global Advisers, LLC | 3,139 | $1.52M | 0.00% | +3,139 | New |
| Voya Investment Management LLC | 3,149 | $1.53M | 0.00% | −200−6.0% | Reduced |
| Truist Financial Corp | 3,318 | $1.61M | 0.00% | +84+2.6% | Added |
| Louisiana State Employees Retirement System | 3,400 | $1.65M | 0.03% | −200−5.6% | Reduced |
| Manufacturers Life Insurance Company, The | 3,419 | $1.66M | 0.00% | −116−3.3% | Reduced |
| Credit Agricole S A | 3,518 | $1.70M | 0.01% | 00.0% | Unchanged |
| Entropy Technologies, LP | 3,624 | $1.76M | 0.08% | +684+23.3% | Added |
| Numerai GP LLC | 3,644 | $1.76M | 0.18% | +3,644 | New |
| Intech Investment Management LLC | 3,650 | $1.77M | 0.02% | −2,116−36.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,670 | $1.78M | 0.00% | +81+2.3% | Added |
| Militia Capital Management LLC | 3,740 | $1.81M | 0.41% | +3,740 | New |
| Schonfeld Strategic Advisors LLC | 3,779 | $1.83M | 0.01% | +2,832+299.0% | Added |
| Oppenheimer Asset Management Inc. | 3,795 | $1.84M | 0.02% | +393+11.6% | Added |
| State of New Jersey Common Pension Fund D | 3,886 | $1.88M | 0.01% | −114−2.9% | Reduced |
| State of Tennessee, Treasury Department | 3,891 | $1.88M | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 4,001 | $1.94M | 0.00% | +4,001 | New |
| Brinker Capital Investments, LLC | 4,018 | $1.95M | 0.02% | +427+11.9% | Added |
| LPL Financial LLC | 4,165 | $2.02M | 0.00% | +668+19.1% | Added |
| Wells Fargo & Company | 4,235 | $2.05M | 0.00% | −5,360−55.9% | Reduced |
| State of Alaska, Department of Revenue | 4,261 | $2.06M | 0.02% | −143−3.2% | Reduced |
| MetLife Investment Management | 4,303 | $2.08M | 0.01% | +19+0.4% | Added |
| First Trust Advisors LP | 4,380 | $2.12M | 0.00% | +978+28.7% | Added |
| STRS Ohio | 4,400 | $2.13M | 0.01% | +2,100+91.3% | Added |
| Balyasny Asset Management LLC | 4,440 | $2.15M | 0.00% | +4,440 | New |
| Two Sigma Investments, LP | 4,500 | $2.18M | 0.00% | +4,500 | New |
| Illinois Municipal Retirement Fund | 4,517 | $2.19M | 0.03% | +229+5.3% | Added |
| Anchor Capital Advisors LLC | 4,518 | $2.19M | 0.06% | −35−0.8% | Reduced |
| Crown Advisors Management, Inc. | 5,000 | $2.42M | 1.61% | −3,000−37.5% | Reduced |
| Jones Financial Companies LLLP | 5,302 | $2.47M | 0.00% | +4,751+862.3% | Added |
| Creative Planning | 5,116 | $2.48M | 0.00% | +970+23.4% | Added |
| Pathstone Holdings, LLC | 5,215 | $2.53M | 0.01% | +967+22.8% | Added |
| Thrivent Financial for Lutherans | 5,463 | $2.65M | 0.01% | −183−3.2% | Reduced |
| Allianz Asset Management GmbH | 5,599 | $2.71M | 0.00% | −10,251−64.7% | Reduced |
| Quadrature Capital Ltd | 5,648 | $2.74M | 0.03% | +5,648 | New |
| Bridgewater Associates, LP | 5,698 | $2.76M | 0.01% | +1,630+40.1% | Added |
| Cannell Capital LLC | 5,759 | $2.79M | 1.81% | −5,601−49.3% | Reduced |
| Atom Investors LP | 5,939 | $2.88M | 0.21% | +5,939 | New |
| Great West Life Assurance Co | 6,328 | $3.06M | 0.01% | −347−5.2% | Reduced |
| Prelude Capital Management, LLC | 6,336 | $3.07M | 0.24% | −1,557−19.7% | Reduced |
| Susquehanna International Group, LLP | 6,370 | $3.08M | 0.00% | +2,494+64.3% | Added |
| Harbor Capital Advisors, Inc. | 6,423 | $3.11M | 0.25% | +160+2.6% | Added |
| Marshall Wace, LLP | 6,840 | $3.31M | 0.00% | +1,797+35.6% | Added |
| Royal Bank of Canada | 6,931 | $3.36M | 0.00% | −2,585−27.2% | Reduced |
| Vanguard Asset Management, Ltd | 7,204 | $3.49M | 0.00% | +7,204 | New |
| Watchman Group, Inc. | 7,680 | $3.72M | 0.90% | −41−0.5% | Reduced |
| Prudential Financial Inc | 7,970 | $3.86M | 0.00% | −755−8.7% | Reduced |
| Confluence Investment Management LLC | 7,990 | $3.87M | 0.06% | −2,431−23.3% | Reduced |
| Man Group plc | 8,283 | $4.01M | 0.01% | −6,811−45.1% | Reduced |
| Citigroup Inc | 8,347 | $4.04M | 0.00% | −712−7.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 8,458 | $4.11M | 0.01% | −4,797−36.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 9,115 | $4.41M | 0.08% | +9,115 | New |
| California State Teachers Retirement System | 9,319 | $4.51M | 0.00% | +1,808+24.1% | Added |
| Brasada Capital Management, LP | 9,775 | $4.70M | 0.86% | +9,775 | New |
| Deutsche Bank AG | 9,739 | $4.72M | 0.00% | +649+7.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,079 | $4.88M | 0.01% | +934+10.2% | Added |
| Russell Investments Group, Ltd. | 10,535 | $5.10M | 0.01% | −1,847−14.9% | Reduced |
| Rafferty Asset Management, LLC | 11,036 | $5.34M | 0.02% | −1,740−13.6% | Reduced |
| State of Wisconsin Investment Board | 11,767 | $5.70M | 0.01% | −806−6.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 11,838 | $5.73M | 0.02% | −17,636−59.8% | Reduced |
| Barclays PLC | 11,990 | $5.81M | 0.00% | −8,353−41.1% | Reduced |
| Ballast Asset Management, LP | 12,117 | $5.87M | 2.61% | +305+2.6% | Added |
| Alliancebernstein L.P. | 10,001 | $5.91M | 0.00% | +1,051+11.7% | Added |
| Westbourne Investment Advisors, Inc. | 12,454 | $6.03M | 1.76% | +66+0.5% | Added |
| SEI Investments Co | 12,494 | $6.05M | 0.01% | +5,655+82.7% | Added |
| Pier Capital, LLC | 13,839 | $6.70M | 1.11% | +1,736+14.3% | Added |
| UBS Asset Management Americas Inc | 13,989 | $6.77M | 0.00% | +407+3.0% | Added |
| Aviance Capital Partners, LLC | 14,151 | $6.85M | 0.80% | −264−1.8% | Reduced |
| AQR Capital Management LLC | 14,627 | $7.08M | 0.00% | +11,670+394.7% | Added |
| Royce & Associates LP | 14,700 | $7.12M | 0.07% | −7,804−34.7% | Reduced |
| SG Capital Management LLC | 14,924 | $7.23M | 0.59% | +14,924 | New |
| Swiss National Bank | 15,420 | $7.47M | 0.00% | −200−1.3% | Reduced |
| Pillsbury Lake Capital LLC | 15,774 | $7.64M | 3.46% | −9,772−38.3% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 15,850 | $7.68M | 2.46% | +15,850 | New |
| Susquehanna Portfolio Strategies, LLC | 15,988 | $7.74M | 0.12% | −3,645−18.6% | Reduced |
| Qube Research & Technologies Ltd | 17,625 | $8.54M | 0.01% | +16,372+1,306.6% | Added |
| American Century Companies Inc | 17,682 | $8.56M | 0.00% | −12,931−42.2% | Reduced |
| Raymond James Financial Inc | 18,287 | $8.86M | 0.00% | +1,141+6.7% | Added |
| Legal & General Group Plc | 18,396 | $8.91M | 0.00% | −1,906−9.4% | Reduced |
| Neuberger Berman Group LLC | 19,047 | $9.22M | 0.01% | −5,180−21.4% | Reduced |
| Tudor Investment Corp Et Al | 20,234 | $9.80M | 0.05% | +4,985+32.7% | Added |
| Rhumbline Advisers | 21,428 | $10.4M | 0.01% | +233+1.1% | Added |
| EULAV Asset Management | 21,900 | $10.6M | 0.34% | 00.0% | Unchanged |
| Citadel Advisors LLC | 25,185 | $12.2M | 0.01% | −15,853−38.6% | Reduced |
| Envestnet Asset Management Inc | 26,883 | $13.0M | 0.00% | +1,728+6.9% | Added |
| Bank of America Corp | 27,353 | $13.2M | 0.00% | +1,824+7.1% | Added |
| Ashford Capital Management Inc | 28,917 | $14.0M | 1.73% | +505+1.8% | Added |
| Robeco Schweiz AG | 29,200 | $14.1M | 0.30% | +3,200+12.3% | Added |
| Public Sector Pension Investment Board | 30,319 | $14.7M | 0.05% | +3,293+12.2% | Added |
| Cerity Partners LLC | 30,641 | $14.8M | 0.02% | +2,086+7.3% | Added |
| Robotti Robert | 32,388 | $15.7M | 2.45% | +687+2.2% | Added |
| Tensile Capital Management LP | 33,000 | $16.0M | 2.29% | +33,000 | New |