Cavco Industries, Inc.
CVCO- 交易所
- Nasdaq
- 產業
- Mobile Homes
- SEC CIK
- 0000278166
近 90 天，Cavco Industries, Inc. 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 360 家機構在 13F 申報持有，市值合計 $47.4 億；大師中只有杜肯家族辦公室持有。
2023 年第 1 季 13F 持有人
Cavco Industries, Inc. 在 2023/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 260
- 較 2022 年第 4 季 +12 家
- 持有股數
- 833.2 萬
- 較 2022 年第 4 季 +18.0 萬 (+2.2%)
- 總市值
- $26.4 億
- 較 2022 年第 4 季 +$7.92 億 (+43.0%)
- 新進機構
- 47
- 另有 76 家加碼
- 清倉機構
- 35
- 另有 103 家減碼
另有 3 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 CVCO 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 360 | $47.4 億 |
| 2026 年第 1 季 | 346 | $38.0 億 |
| 2025 年第 4 季 | 354 | $46.0 億 |
| 2025 年第 3 季 | 325 | $45.6 億 |
| 2025 年第 2 季 | 315 | $32.9 億 |
| 2025 年第 1 季 | 334 | $39.8 億 |
| 2024 年第 4 季 | 299 | $34.3 億 |
| 2024 年第 3 季 | 293 | $33.2 億 |
| 2024 年第 2 季 | 272 | $27.1 億 |
| 2024 年第 1 季 | 263 | $32.2 億 |
| 2023 年第 4 季 | 259 | $27.7 億 |
| 2023 年第 3 季 | 255 | $22.0 億 |
| 2023 年第 2 季 | 254 | $24.6 億 |
| 2023 年第 1 季 | 260 | $26.4 億 |
| 2022 年第 4 季 | 251 | $18.5 億 |
| 2022 年第 3 季 | 240 | $17.3 億 |
| 2022 年第 2 季 | 224 | $16.4 億 |
| 2022 年第 1 季 | 226 | $20.4 億 |
| 2021 年第 4 季 | 221 | $27.0 億 |
| 2021 年第 3 季 | 188 | $20.2 億 |
| 2021 年第 2 季 | 187 | $18.9 億 |
| 2021 年第 1 季 | 189 | $19.1 億 |
2023 年第 1 季持有機構
每家機構持有 Cavco Industries, Inc. 的股數、市值與佔組合比重；股數變化跟 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| UBS Group AG | 14,059 | $446.7 萬 | 0.00% | +2,875+25.7% | 加碼 |
| Public Sector Pension Investment Board | 14,221 | $451.9 萬 | 0.03% | −852−5.7% | 減碼 |
| First Eagle Investment Management, LLC | 14,756 | $468.9 萬 | 0.01% | −4,100−21.7% | 減碼 |
| JPMorgan Chase & Co | 15,141 | $481.1 萬 | 0.00% | +1,371+10.0% | 加碼 |
| Truist Financial Corp | 15,174 | $482.1 萬 | 0.01% | +21+0.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 15,931 | $506.2 萬 | 0.01% | −539−3.3% | 減碼 |
| Empowered Funds, LLC | 15,975 | $507.6 萬 | 0.30% | −3,332−17.3% | 減碼 |
| Allianz Asset Management GmbH | 16,239 | $516.0 萬 | 0.01% | −16,949−51.1% | 減碼 |
| Russell Investments Group, Ltd. | 17,174 | $545.7 萬 | 0.01% | +801+4.9% | 加碼 |
| Panagora Asset Management Inc | 17,329 | $550.6 萬 | 0.03% | +17,329 | 新進 |
| Teton Advisors, Inc. | 17,540 | $557.3 萬 | 1.48% | −2,900−14.2% | 減碼 |
| Avalon Investment & Advisory | 18,198 | $578.2 萬 | 0.16% | −58−0.3% | 減碼 |
| Swiss National Bank | 18,200 | $578.3 萬 | 0.00% | −2,200−10.8% | 減碼 |
| EULAV Asset Management | 20,800 | $660.9 萬 | 0.26% | 00.0% | 不變 |
| Cerity Partners LLC | 17,418 | $666.4 萬 | 0.03% | +17,418 | 新進 |
| Envestnet Asset Management Inc | 62,638 | $718.2 萬 | 0.00% | +39,036+165.4% | 加碼 |
| Legal & General Group Plc | 24,221 | $769.6 萬 | 0.00% | −665−2.7% | 減碼 |
| Rhumbline Advisers | 25,825 | $820.6 萬 | 0.01% | +685+2.7% | 加碼 |
| Osterweis Capital Management Inc | 26,234 | $833.6 萬 | 0.57% | −9,291−26.2% | 減碼 |
| FMR LLC | 31,762 | $1,009 萬 | 0.00% | −9,495−23.0% | 減碼 |
| Renaissance Technologies LLC | 32,055 | $1,019 萬 | 0.01% | +8,300+34.9% | 加碼 |
| Bank of America Corp | 33,919 | $1,078 萬 | 0.00% | +15,605+85.2% | 加碼 |
| Jacobs Levy Equity Management, Inc | 35,614 | $1,132 萬 | 0.07% | +5,803+19.5% | 加碼 |
| Handelsinvest Investeringsforvaltning | 43,000 | $1,366 萬 | 2.18% | −1,000−2.3% | 減碼 |
| William Blair Investment Management, LLC | 43,604 | $1,385 萬 | 0.05% | +43,604 | 新進 |
| SG Capital Management LLC | 44,985 | $1,429 萬 | 5.19% | +37,429+495.4% | 加碼 |
| Nuveen Asset Management, LLC | 49,016 | $1,557 萬 | 0.01% | −1,566−3.1% | 減碼 |
| Principal Financial Group Inc | 49,834 | $1,583 萬 | 0.01% | −2,431−4.7% | 減碼 |
| Robotti Robert | 51,633 | $1,641 萬 | 2.89% | −39−0.1% | 減碼 |
| Kennedy Capital Management, Inc. | 53,259 | $1,692 萬 | 0.50% | −19,822−27.1% | 減碼 |
| Morgan Stanley | 60,162 | $1,912 萬 | 0.00% | −6,603−9.9% | 減碼 |
| Pacer Advisors, Inc. | 61,157 | $1,943 萬 | 0.08% | +7,742+14.5% | 加碼 |
| Ashford Capital Management Inc | 61,180 | $1,944 萬 | 2.91% | −17,980−22.7% | 減碼 |
| Royce & Associates LP | 61,792 | $1,963 萬 | 0.20% | +2,579+4.4% | 加碼 |
| Cannell Capital LLC | 68,398 | $2,173 萬 | 4.20% | +6,713+10.9% | 加碼 |
| Ameriprise Financial Inc | 69,081 | $2,195 萬 | 0.01% | −5,448−7.3% | 減碼 |
| Fisher Asset Management, LLC | 69,967 | $2,223 萬 | 0.01% | −361−0.5% | 減碼 |
| Norges Bank | 75,114 | $2,387 萬 | 0.01% | −11,496−13.3% | 減碼 |
| Neumeier Poma Investment Counsel LLC | 75,725 | $2,406 萬 | 2.24% | +865+1.2% | 加碼 |
| Charles Schwab Investment Management Inc | 92,769 | $2,948 萬 | 0.01% | +1,485+1.6% | 加碼 |
| Northern Trust Corp | 93,706 | $2,977 萬 | 0.01% | −555−0.6% | 減碼 |
| Price T Rowe Associates Inc | 105,259 | $3,345 萬 | 0.01% | −8,741−7.7% | 減碼 |
| Gabelli Funds LLC | 106,000 | $3,368 萬 | 0.26% | −4,820−4.3% | 減碼 |
| Handelsbanken Fonder AB | 111,986 | $3,558 萬 | 0.21% | +10,700+10.6% | 加碼 |
| Schroder Investment Management Group | 134,294 | $4,267 萬 | 0.06% | +1,099+0.8% | 加碼 |
| Bank of New York Mellon Corp | 137,149 | $4,358 萬 | 0.01% | −5,818−4.1% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 140,579 | $4,467 萬 | 0.03% | −36,397−20.6% | 減碼 |
| American Century Companies Inc | 145,489 | $4,623 萬 | 0.04% | +123,635+565.7% | 加碼 |
| Geode Capital Management, LLC | 177,570 | $5,642 萬 | 0.01% | −469−0.3% | 減碼 |
| Invesco Ltd. | 201,942 | $6,417 萬 | 0.02% | +141,735+235.4% | 加碼 |
| Gamco Investors, Inc. Et Al | 211,104 | $6,708 萬 | 0.72% | −8,966−4.1% | 減碼 |
| GW&K Investment Management, LLC | 230,023 | $7,309 萬 | 0.71% | +2,606+1.1% | 加碼 |
| Boston Trust Walden Corp | 231,486 | $7,355 萬 | 0.63% | −16,780−6.8% | 減碼 |
| Wellington Management Group LLP | 287,263 | $9,127 萬 | 0.02% | −46,368−13.9% | 減碼 |
| State Street Corp | 323,585 | $1.03 億 | 0.01% | +16,636+5.4% | 加碼 |
| Broad Bay Capital Management, LP | 360,000 | $1.14 億 | 15.67% | −18,000−4.8% | 減碼 |
| Dimensional Fund Advisors LP | 399,103 | $1.27 億 | 0.04% | +5,015+1.3% | 加碼 |
| Capital World Investors | 570,600 | $1.81 億 | 0.04% | +151,300+36.1% | 加碼 |
| Vanguard Group Inc | 864,113 | $2.75 億 | 0.01% | +16,109+1.9% | 加碼 |
| BlackRock Inc. | 1,316,432 | $4.18 億 | 0.01% | −52,824−3.9% | 減碼 |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −45,548−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −45,220−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −21,644−100.0% | 清倉 |
| Gendell Jeffrey L | 0 | $0 | 0.00% | −13,306−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −12,468−100.0% | 清倉 |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −10,735−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −10,362−100.0% | 清倉 |
| Roumell Asset Management, LLC | 0 | $0 | 0.00% | −5,450−100.0% | 清倉 |
| Capula Management Ltd | 0 | $0 | 0.00% | −4,590−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,080−100.0% | 清倉 |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −3,500−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −2,891−100.0% | 清倉 |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −2,553−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,440−100.0% | 清倉 |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −2,149−100.0% | 清倉 |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −2,127−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,687−100.0% | 清倉 |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −1,682−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,572−100.0% | 清倉 |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −1,476−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −1,373−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −1,029−100.0% | 清倉 |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Spears Abacus Advisors LLC | 0 | $0 | 0.00% | −996−100.0% | 清倉 |
| Kula Investments, LLC | 0 | $0 | 0.00% | −889−100.0% | 清倉 |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −142−100.0% | 清倉 |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −140−100.0% | 清倉 |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −28−100.0% | 清倉 |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| Prestige Wealth Management Group LLC | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Gibson Wealth Advisors LLC | – | – | – | – | 本季未申報 |
| Comerica Bank | – | – | – | – | 本季未申報 |
| Cornerstone Planning Group LLC | – | – | – | – | 本季未申報 |