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 |
|---|---|---|---|---|---|
| First Sabrepoint Capital Management LP | 33,040 | $16.0M | 6.54% | +6,040+22.4% | Added |
| Lighthouse Investment Partners, LLC | 33,744 | $16.3M | 0.61% | +30,346+893.1% | Added |
| Segall Bryant & Hamill, LLC | 36,573 | $17.7M | 0.25% | +8,264+29.2% | Added |
| Renaissance Technologies LLC | 37,929 | $18.4M | 0.03% | +25,960+216.9% | Added |
| Adage Capital Partners GP, L.L.C. | 42,035 | $20.4M | 0.03% | +42,035 | New |
| Kennedy Capital Management, Inc. | 42,059 | $20.4M | 0.43% | +12,183+40.8% | Added |
| JPMorgan Chase & Co | 43,882 | $20.5M | 0.00% | +19,645+81.1% | Added |
| Bank of New York Mellon Corp | 44,823 | $21.7M | 0.00% | −12,166−21.3% | Reduced |
| Nuveen, LLC | 45,670 | $22.1M | 0.01% | −7,780−14.6% | Reduced |
| Handelsbanken Fonder AB | 46,586 | $22.6M | 0.08% | −11,000−19.1% | Reduced |
| Capital Research Global Investors | 47,014 | $22.8M | 0.00% | +24,910+112.7% | Added |
| Millennium Management LLC | 47,744 | $23.1M | 0.02% | +42,445+801.0% | Added |
| Punch & Associates Investment Management, Inc. | 50,991 | $24.7M | 1.42% | +8,940+21.3% | Added |
| Gabelli Funds LLC | 51,300 | $24.8M | 0.17% | +3,890+8.2% | Added |
| Principal Financial Group Inc | 53,306 | $25.8M | 0.01% | +1,743+3.4% | Added |
| Vanguard Fiduciary Trust Co | 53,981 | $26.1M | 0.01% | +53,981 | New |
| Neumeier Poma Investment Counsel LLC | 54,097 | $26.2M | 2.16% | −1,215−2.2% | Reduced |
| Franklin Resources Inc | 58,410 | $28.3M | 0.01% | +12,414+27.0% | Added |
| Bessemer Group Inc | 59,878 | $29.0M | 0.05% | +2,008+3.5% | Added |
| Morgan Stanley | 61,383 | $29.7M | 0.00% | −1,723−2.7% | Reduced |
| Janus Henderson Group PLC | 68,741 | $33.3M | 0.02% | −85−0.1% | Reduced |
| Samlyn Capital, LLC | 69,484 | $33.7M | 0.58% | −1,917−2.7% | Reduced |
| Victory Capital Management Inc | 79,243 | $38.4M | 0.02% | +76,832+3,186.7% | Added |
| Northern Trust Corp | 81,664 | $39.5M | 0.01% | +1,277+1.6% | Added |
| UBS Group AG | 82,123 | $39.8M | 0.01% | +42,106+105.2% | Added |
| Gamco Investors, Inc. Et Al | 83,074 | $40.2M | 0.40% | −8,802−9.6% | Reduced |
| Price T Rowe Associates Inc | 92,621 | $44.9M | 0.01% | −120,951−56.6% | Reduced |
| Goldman Sachs Group Inc | 93,174 | $45.1M | 0.01% | +19,019+25.6% | Added |
| Broad Bay Capital Management, LP | 100,312 | $48.6M | 5.00% | −12,992−11.5% | Reduced |
| Point72 Asset Management, L.P. | 102,715 | $49.7M | 0.09% | +32,347+46.0% | Added |
| Charles Schwab Investment Management Inc | 104,726 | $50.7M | 0.01% | +2,487+2.4% | Added |
| Schroder Investment Management Group | 130,081 | $60.6M | 0.05% | +13,491+11.6% | Added |
| Boston Trust Walden Corp | 139,783 | $67.7M | 0.56% | −14,884−9.6% | Reduced |
| Ameriprise Financial Inc | 139,848 | $67.7M | 0.02% | −3,867−2.7% | Reduced |
| GW&K Investment Management, LLC | 163,284 | $79.1M | 0.70% | +12,135+8.0% | Added |
| FMR LLC | 167,381 | $81.1M | 0.00% | −95,940−36.4% | Reduced |
| Invesco Ltd. | 181,785 | $88.0M | 0.01% | +85,432+88.7% | Added |
| Dimensional Fund Advisors LP | 200,952 | $97.3M | 0.02% | −308−0.2% | Reduced |
| Geode Capital Management, LLC | 240,673 | $116.6M | 0.01% | +7,826+3.4% | Added |
| Fiduciary Management Inc | 267,514 | $129.6M | 1.61% | +71,801+36.7% | Added |
| Boston Partners | 299,660 | $145.1M | 0.15% | −68,179−18.5% | Reduced |
| Vanguard Portfolio Management LLC | 317,722 | $153.9M | 0.01% | +317,722 | New |
| Vanguard Capital Management LLC | 348,123 | $168.6M | 0.00% | +348,123 | New |
| State Street Corp | 401,905 | $194.6M | 0.01% | +12,275+3.2% | Added |
| Capital World Investors | 616,579 | $298.6M | 0.04% | −23,487−3.7% | Reduced |
| BlackRock, Inc. | 1,198,316 | $580.3M | 0.01% | −3950.0% | Reduced |
| Junto Capital Management LP | 0 | $0 | 0.00% | −78,857−100.0% | Sold out |
| Bamco Inc | 0 | $0 | 0.00% | −37,078−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −20,983−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −14,943−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −12,355−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| EMG Holdings, L.P. | 0 | $0 | 0.00% | −5,043−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −1,755−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −1,516−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −1,498−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,292−100.0% | Sold out |
| Guidance Capital, Inc | 0 | $0 | 0.00% | −1,107−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −1,197−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −1,170−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −1,035−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −1,003−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −940−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −914−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −839−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −775−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −764−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −754−100.0% | Sold out |
| Zhang Financial LLC | 0 | $0 | 0.00% | −738−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −664−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −658−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −491−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −478−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −453−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −445−100.0% | Sold out |
| Abel Hall, LLC | 0 | $0 | 0.00% | −428−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −408−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Occidental Asset Management, LLC | 0 | $0 | 0.00% | −397−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −391−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −378−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −357−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −355−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −342−100.0% | Sold out |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −305−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Signature Equity Partners, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| J.Safra Asset Management Corp | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Greenline Wealth Management LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |