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 |
|---|---|---|---|---|---|
| Venator Capital Management Ltd. | 5,800 | $184.3 萬 | 2.62% | +5,800 | 新進 |
| Susquehanna International Group, LLP | 5,594 | $177.7 萬 | 0.00% | +5,594 | 新進 |
| State of Alaska, Department of Revenue | 5,537 | $175.9 萬 | 0.02% | −232−4.0% | 減碼 |
| Shaker Investments LLC | 5,358 | $170.2 萬 | 0.95% | +88+1.7% | 加碼 |
| Aviva PLC | 4,981 | $158.3 萬 | 0.01% | +523+11.7% | 加碼 |
| Janus Henderson Group PLC | 4,904 | $155.7 萬 | 0.00% | +1,367+38.6% | 加碼 |
| Stratos Wealth Partners, LTD. | 4,879 | $155.0 萬 | 0.04% | +4,879 | 新進 |
| Oppenheimer Asset Management Inc. | 4,855 | $154.3 萬 | 0.02% | −341−6.6% | 減碼 |
| Yousif Capital Management, LLC | 4,837 | $153.7 萬 | 0.02% | −735−13.2% | 減碼 |
| Rafferty Asset Management, LLC | 4,791 | $152.2 萬 | 0.01% | +19+0.4% | 加碼 |
| New York State Common Retirement Fund | 4,722 | $150.0 萬 | 0.00% | −1,911−28.8% | 減碼 |
| American International Group, Inc. | 4,714 | $149.8 萬 | 0.01% | −85−1.8% | 減碼 |
| Advisory Research Inc | 4,675 | $148.5 萬 | 0.24% | +2,409+106.3% | 加碼 |
| MetLife Investment Management | 4,575 | $145.4 萬 | 0.01% | −158−3.3% | 減碼 |
| TD Asset Management Inc | 4,500 | $143.0 萬 | 0.00% | +1,200+36.4% | 加碼 |
| Anchor Capital Advisors LLC | 4,422 | $140.5 萬 | 0.04% | −431−8.9% | 減碼 |
| Boston Partners | 4,380 | $139.2 萬 | 0.00% | +341+8.4% | 加碼 |
| Algert Global LLC | 4,100 | $130.3 萬 | 0.06% | +310+8.2% | 加碼 |
| Voya Investment Management LLC | 4,090 | $130.0 萬 | 0.00% | −21,856−84.2% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 4,000 | $127.1 萬 | 0.20% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 3,921 | $124.6 萬 | 0.01% | −1,565−28.5% | 減碼 |
| Louisiana State Employees Retirement System | 3,800 | $120.7 萬 | 0.03% | −100−2.6% | 減碼 |
| Amalgamated Bank | 3,783 | $120.2 萬 | 0.01% | −392−9.4% | 減碼 |
| Victory Capital Management Inc | 3,762 | $119.5 萬 | 0.00% | −546−12.7% | 減碼 |
| EAM Investors, LLC | 3,754 | $119.3 萬 | 0.23% | +3,754 | 新進 |
| New York State Teachers Retirement System | 3,586 | $113.9 萬 | 0.00% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 3,561 | $113.1 萬 | 0.00% | +20+0.6% | 加碼 |
| Janney Montgomery Scott LLC | 3,539 | $112.4 萬 | 0.00% | +1,408+66.1% | 加碼 |
| STRS Ohio | 3,500 | $111.2 萬 | 0.00% | −500−12.5% | 減碼 |
| Maryland State Retirement & Pension System | 3,256 | $103.5 萬 | 0.02% | −164−4.8% | 減碼 |
| Two Sigma Advisers, LP | 3,200 | $101.7 萬 | 0.00% | −3,470−52.0% | 減碼 |
| Ensign Peak Advisors, Inc | 3,190 | $101.4 萬 | 0.00% | +250+8.5% | 加碼 |
| M&T Bank Corp | 3,161 | $100.4 萬 | 0.00% | −485−13.3% | 減碼 |
| CIBC World Markets Inc. | 2,979 | $94.7 萬 | 0.00% | −805−21.3% | 減碼 |
| Jackson Creek Investment Advisors LLC | 2,872 | $91.3 萬 | 0.38% | −1,081−27.3% | 減碼 |
| Lazard Asset Management LLC | 2,718 | $86.3 萬 | 0.00% | +158+6.2% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 2,614 | $83.0 萬 | 0.01% | 00.0% | 不變 |
| First Republic Investment Management, Inc. | 2,607 | $82.8 萬 | 0.00% | +55+2.2% | 加碼 |
| Oregon Public Employees Retirement Fund | 2,592 | $82.4 萬 | 0.01% | −149−5.4% | 減碼 |
| Arizona State Retirement System | 2,452 | $77.9 萬 | 0.01% | +68+2.9% | 加碼 |
| Man Group plc | – | $77.6 萬 | 0.00% | – | – |
| Wells Fargo & Company | 2,403 | $76.4 萬 | 0.00% | +1,818+310.8% | 加碼 |
| Jump Financial, LLC | 2,244 | $71.3 萬 | 0.03% | −4,156−64.9% | 減碼 |
| Ergoteles LLC | 2,203 | $70.0 萬 | 0.03% | +2,203 | 新進 |
| Carolina Wealth Advisors, LLC | 2,190 | $69.6 萬 | 0.41% | +318+17.0% | 加碼 |
| Moloney Securities Asset Management, LLC | 2,187 | $69.5 萬 | 0.13% | −587−21.2% | 減碼 |
| Atom Investors LP | 2,158 | $68.6 萬 | 0.37% | +2,158 | 新進 |
| Sheets Smith Wealth Management | 2,028 | $64.4 萬 | 0.10% | 00.0% | 不變 |
| Two Sigma Investments, LP | 2,000 | $63.5 萬 | 0.00% | +2,000 | 新進 |
| State Board of Administration of Florida Retirement System | 1,972 | $62.7 萬 | 0.00% | −600−23.3% | 減碼 |
| Everence Capital Management Inc | 1,950 | $62.0 萬 | 0.05% | +450+30.0% | 加碼 |
| Mariner, LLC | 1,909 | $60.7 萬 | 0.00% | −33−1.7% | 減碼 |
| West Coast Financial LLC | 1,896 | $60.2 萬 | 0.09% | −404−17.6% | 減碼 |
| Pathstone Family Office, LLC | 1,804 | $58.0 萬 | 0.01% | −317−14.9% | 減碼 |
| Mutual of America Capital Management LLC | 1,665 | $52.9 萬 | 0.01% | −72−4.1% | 減碼 |
| Diversified Trust Co | 1,647 | $52.3 萬 | 0.02% | +1,647 | 新進 |
| Centiva Capital, LP | 1,585 | $50.4 萬 | 0.03% | +1,585 | 新進 |
| Regions Financial Corp | 1,574 | $50.0 萬 | 0.00% | +2+0.1% | 加碼 |
| New York Life Investment Management LLC | 1,549 | $49.2 萬 | 0.01% | −807−34.3% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,516 | $48.2 萬 | 0.00% | +65+4.5% | 加碼 |
| Public Employees Retirement Association of Colorado | 1,443 | $45.8 萬 | 0.00% | 00.0% | 不變 |
| Gallacher Capital Management LLC | 1,436 | $45.6 萬 | 0.27% | +1,436 | 新進 |
| HighTower Advisors, LLC | 1,350 | $42.8 萬 | 0.00% | −7−0.5% | 減碼 |
| Inceptionr LLC | 1,339 | $42.5 萬 | 0.14% | +1,339 | 新進 |
| Balyasny Asset Management LLC | 1,328 | $42.2 萬 | 0.00% | +1,328 | 新進 |
| Neuberger Berman Group LLC | 1,292 | $41.1 萬 | 0.00% | +38+3.0% | 加碼 |
| ProShare Advisors LLC | 1,246 | $39.6 萬 | 0.00% | −143−10.3% | 減碼 |
| Bank of Montreal | 1,221 | $38.8 萬 | 0.00% | +302+32.9% | 加碼 |
| Versor Investments LP | 1,204 | $38.3 萬 | 0.05% | −197−14.1% | 減碼 |
| Toroso Investments, LLC | 1,190 | $37.8 萬 | 0.01% | +1,190 | 新進 |
| Hunter Perkins Capital Management, LLC | 1,183 | $37.6 萬 | 0.09% | +1,183 | 新進 |
| Cornerstone Wealth Management, LLC | 1,125 | $35.7 萬 | 0.04% | +1,125 | 新進 |
| Alps Advisors Inc | 1,112 | $35.3 萬 | 0.00% | −386−25.8% | 減碼 |
| Penserra Capital Management LLC | 1,099 | $34.9 萬 | 0.01% | −28−2.5% | 減碼 |
| Advisor Group Holdings, Inc. | 1,070 | $34.0 萬 | 0.00% | +123+13.0% | 加碼 |
| State of Wisconsin Investment Board | 1,065 | $33.8 萬 | 0.00% | +13+1.2% | 加碼 |
| Amundi | 1,131 | $33.2 萬 | 0.00% | +1,131 | 新進 |
| Qube Research & Technologies Ltd | 1,043 | $33.1 萬 | 0.00% | −14,552−93.3% | 減碼 |
| HSBC Holdings PLC | 1,041 | $33.1 萬 | 0.00% | −1,318−55.9% | 減碼 |
| State of Wyoming | 1,029 | $32.7 萬 | 0.10% | +141+15.9% | 加碼 |
| Roundview Capital LLC | 1,011 | $32.1 萬 | 0.03% | +1,011 | 新進 |
| Pictet Asset Management SA | 992 | $31.5 萬 | 0.00% | −4−0.4% | 減碼 |
| MML Investors Services, LLC | 916 | $29.1 萬 | 0.00% | −200−17.9% | 減碼 |
| Squarepoint Ops LLC | 888 | $28.2 萬 | 0.00% | +888 | 新進 |
| Burney Co | 880 | $28.0 萬 | 0.01% | +880 | 新進 |
| Zebra Capital Management LLC | 878 | $27.9 萬 | 1.39% | +878 | 新進 |
| JustInvest LLC | 853 | $27.1 萬 | 0.01% | +853 | 新進 |
| Trivant Custom Portfolio Group, LLC | 853 | $27.1 萬 | 0.19% | +853 | 新進 |
| Verus Capital Partners, LLC | 850 | $27.0 萬 | 0.04% | −1,085−56.1% | 減碼 |
| Nisa Investment Advisors, LLC | 831 | $26.4 萬 | 0.00% | +5+0.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 821 | $26.1 萬 | 0.00% | −990−54.7% | 減碼 |
| Euclidean Technologies Management, LLC | 810 | $25.7 萬 | 0.24% | +810 | 新進 |
| XTX Topco Ltd | 786 | $25.0 萬 | 0.05% | −1,623−67.4% | 減碼 |
| ExodusPoint Capital Management, LP | 765 | $24.3 萬 | 0.00% | −4,336−85.0% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 764 | $24.3 萬 | 0.00% | +764 | 新進 |
| Lakewood Asset Management LLC | 763 | $24.2 萬 | 0.20% | +5+0.7% | 加碼 |
| Two Sigma Securities, LLC | 746 | $23.7 萬 | 0.02% | −400−34.9% | 減碼 |
| Vestcor Inc | 726 | $23.1 萬 | 0.01% | 00.0% | 不變 |
| Captrust Financial Advisors | 713 | $22.7 萬 | 0.00% | +713 | 新進 |
| Ameritas Investment Partners, Inc. | 708 | $22.5 萬 | 0.01% | 00.0% | 不變 |