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 2 季 13F 持有人
Cavco Industries, Inc. 在 2023/6/30 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
- 254
- 較 2023 年第 1 季 −3 家
- 持有股數
- 835.1 萬
- 較 2023 年第 1 季 +3.91 萬 (+0.5%)
- 總市值
- $24.6 億
- 較 2023 年第 1 季 −$1.68 億 (−6.4%)
- 新進機構
- 35
- 另有 87 家加碼
- 清倉機構
- 38
- 另有 100 家減碼
另有 3 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Everence Capital Management Inc | 1,950 | $48.6 萬 | 0.04% | 00.0% | 不變 |
| West Coast Financial LLC | 1,800 | $53.1 萬 | 0.08% | −96−5.1% | 減碼 |
| Janney Montgomery Scott LLC | 1,842 | $54.3 萬 | 0.00% | −1,697−48.0% | 減碼 |
| Cornerstone Wealth Management, LLC | 1,875 | $55.3 萬 | 0.05% | +750+66.7% | 加碼 |
| Mariner, LLC | 1,934 | $57.1 萬 | 0.00% | +25+1.3% | 加碼 |
| Two Sigma Investments, LP | 2,000 | $59.0 萬 | 0.00% | 00.0% | 不變 |
| Sheets Smith Wealth Management | 2,036 | $60.1 萬 | 0.09% | +8+0.4% | 加碼 |
| Guggenheim Capital LLC | 2,069 | $61.0 萬 | 0.00% | +2,069 | 新進 |
| Arizona State Retirement System | 2,198 | $64.8 萬 | 0.01% | −254−10.4% | 減碼 |
| Franklin Resources Inc | 2,307 | $68.1 萬 | 0.00% | +2,307 | 新進 |
| Carolina Wealth Advisors, LLC | 2,351 | $69.4 萬 | 0.42% | +161+7.4% | 加碼 |
| State Board of Administration of Florida Retirement System | 2,482 | $73.2 萬 | 0.00% | +510+25.9% | 加碼 |
| First Republic Investment Management, Inc. | 2,500 | $73.8 萬 | 0.00% | −107−4.1% | 減碼 |
| Oregon Public Employees Retirement Fund | 2,511 | $74.1 萬 | 0.01% | −81−3.1% | 減碼 |
| M&T Bank Corp | 2,590 | $76.4 萬 | 0.00% | −571−18.1% | 減碼 |
| Ausbil Investment Management Ltd | 2,619 | $77.3 萬 | 0.48% | +2,619 | 新進 |
| Teachers Retirement System of the State of Kentucky | 2,758 | $81.3 萬 | 0.01% | +144+5.5% | 加碼 |
| Cascade Investment Advisors, Inc. | 2,915 | $86.0 萬 | 0.64% | +2,915 | 新進 |
| Teacher Retirement System of Texas | 2,967 | $87.5 萬 | 0.01% | −954−24.3% | 減碼 |
| New York State Teachers Retirement System | 2,986 | $88.1 萬 | 0.00% | −600−16.7% | 減碼 |
| Two Sigma Advisers, LP | 3,100 | $91.5 萬 | 0.00% | −100−3.1% | 減碼 |
| Balyasny Asset Management LLC | 3,111 | $91.8 萬 | 0.00% | +1,783+134.3% | 加碼 |
| Maryland State Retirement & Pension System | 3,150 | $92.9 萬 | 0.02% | −106−3.3% | 減碼 |
| Ensign Peak Advisors, Inc | 3,190 | $94.1 萬 | 0.00% | 00.0% | 不變 |
| Victory Capital Management Inc | 3,211 | $94.7 萬 | 0.00% | −551−14.6% | 減碼 |
| Keeley-Teton Advisors, LLC | 3,270 | $96.5 萬 | 0.12% | +3,270 | 新進 |
| Jane Street Group, LLC | 3,405 | $100.4 萬 | 0.00% | +3,405 | 新進 |
| Manufacturers Life Insurance Company, The | 3,510 | $103.5 萬 | 0.00% | −51−1.4% | 減碼 |
| New York State Common Retirement Fund | 3,668 | $108.2 萬 | 0.00% | −1,054−22.3% | 減碼 |
| STRS Ohio | 3,700 | $109.1 萬 | 0.00% | +200+5.7% | 加碼 |
| Gotham Asset Management, LLC | 3,766 | $111.1 萬 | 0.02% | −2,500−39.9% | 減碼 |
| Amalgamated Bank | 3,787 | $111.7 萬 | 0.01% | +4+0.1% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 4,000 | $118.0 萬 | 0.17% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 4,200 | $123.9 萬 | 0.03% | +400+10.5% | 加碼 |
| Bridgewater Associates, LP | 4,220 | $124.5 萬 | 0.01% | +4,220 | 新進 |
| Wells Fargo & Company | 4,384 | $129.3 萬 | 0.00% | +1,981+82.4% | 加碼 |
| Cresset Asset Management, LLC | 4,479 | $132.1 萬 | 0.01% | +4,479 | 新進 |
| Yousif Capital Management, LLC | 4,559 | $134.5 萬 | 0.02% | −278−5.7% | 減碼 |
| Atom Investors LP | 4,569 | $134.8 萬 | 0.51% | +2,411+111.7% | 加碼 |
| MetLife Investment Management | 4,656 | $137.4 萬 | 0.01% | +81+1.8% | 加碼 |
| American International Group, Inc. | 4,662 | $137.5 萬 | 0.01% | −52−1.1% | 減碼 |
| Boston Partners | 4,698 | $138.6 萬 | 0.00% | +318+7.3% | 加碼 |
| Anchor Capital Advisors LLC | 4,741 | $139.9 萬 | 0.04% | +319+7.2% | 加碼 |
| Rafferty Asset Management, LLC | 4,785 | $141.2 萬 | 0.01% | −6−0.1% | 減碼 |
| Oppenheimer Asset Management Inc. | 4,961 | $146.3 萬 | 0.02% | +106+2.2% | 加碼 |
| Crown Advisors Management, Inc. | 5,000 | $147.5 萬 | 0.96% | −8,000−61.5% | 減碼 |
| Aviva PLC | 5,126 | $151.2 萬 | 0.01% | +145+2.9% | 加碼 |
| Deutsche Bank AG | 5,278 | $155.7 萬 | 0.00% | −6,151−53.8% | 減碼 |
| State of Alaska, Department of Revenue | 5,320 | $156.9 萬 | 0.02% | −217−3.9% | 減碼 |
| Janus Henderson Group PLC | 5,547 | $163.8 萬 | 0.00% | +643+13.1% | 加碼 |
| State of Tennessee, Treasury Department | 5,566 | $164.2 萬 | 0.01% | −1,352−19.5% | 減碼 |
| Susquehanna International Group, LLP | 5,740 | $169.3 萬 | 0.00% | +146+2.6% | 加碼 |
| Virginia Retirement Systems Et Al | 5,900 | $174.1 萬 | 0.02% | −100−1.7% | 減碼 |
| TD Asset Management Inc | 6,100 | $179.9 萬 | 0.00% | +1,600+35.6% | 加碼 |
| First Trust Advisors LP | 6,107 | $180.2 萬 | 0.00% | −7,834−56.2% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 6,419 | $189.4 萬 | 0.07% | −1,500−18.9% | 減碼 |
| Edgestream Partners, L.P. | 6,436 | $189.9 萬 | 0.17% | +6,436 | 新進 |
| Stratos Wealth Partners, LTD. | 6,464 | $190.7 萬 | 0.04% | +1,585+32.5% | 加碼 |
| Great West Life Assurance Co | 7,102 | $209.6 萬 | 0.00% | −627−8.1% | 減碼 |
| Texas Permanent School Fund | 7,119 | $210.0 萬 | 0.02% | −132−1.8% | 減碼 |
| Aviance Capital Partners, LLC | 7,233 | $213.4 萬 | 0.45% | +749+11.6% | 加碼 |
| Qube Research & Technologies Ltd | 7,268 | $214.4 萬 | 0.01% | +6,225+596.8% | 加碼 |
| Brinker Capital Investments, LLC | 7,473 | $220.5 萬 | 0.02% | −534−6.7% | 減碼 |
| Orion Portfolio Solutions, LLC | 7,473 | $220.5 萬 | 0.02% | −534−6.7% | 減碼 |
| Thrivent Financial for Lutherans | 7,735 | $228.2 萬 | 0.01% | −278−3.5% | 減碼 |
| Marks Group Wealth Management, Inc | 7,790 | $229.8 萬 | 0.27% | −103−1.3% | 減碼 |
| UBS Asset Management Americas Inc | 7,269 | $231.0 萬 | 0.00% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 8,176 | $241.2 萬 | 0.20% | +1,917+30.6% | 加碼 |
| Globeflex Capital L P | 8,681 | $256.1 萬 | 0.29% | −304−3.4% | 減碼 |
| Vident Investment Advisory, LLC | 9,027 | $266.3 萬 | 0.09% | +191+2.2% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,140 | $269.6 萬 | 0.02% | +579+6.8% | 加碼 |
| Advisory Research Inc | 9,181 | $270.8 萬 | 0.35% | +4,506+96.4% | 加碼 |
| State of New Jersey Common Pension Fund D | 9,623 | $283.9 萬 | 0.01% | +1,199+14.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 9,626 | $284.0 萬 | 0.01% | +524+5.8% | 加碼 |
| California State Teachers Retirement System | 9,797 | $289.0 萬 | 0.00% | −878−8.2% | 減碼 |
| Man Group plc | 9,854 | $290.7 萬 | 0.01% | – | – |
| AQR Capital Management LLC | 10,165 | $299.9 萬 | 0.01% | +1,705+20.2% | 加碼 |
| Royal Bank of Canada | 10,311 | $304.2 萬 | 0.00% | +104+1.0% | 加碼 |
| Alliancebernstein L.P. | 10,478 | $309.1 萬 | 0.00% | −320−3.0% | 減碼 |
| Clark Estates Inc | 11,000 | $324.5 萬 | 0.55% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 11,153 | $329.0 萬 | 0.01% | +1,824+19.6% | 加碼 |
| Ancora Advisors, LLC | 11,234 | $331.4 萬 | 0.09% | +79+0.7% | 加碼 |
| First Eagle Investment Management, LLC | 11,256 | $332.1 萬 | 0.01% | −3,500−23.7% | 減碼 |
| Prudential Financial Inc | 11,496 | $339.1 萬 | 0.00% | +856+8.0% | 加碼 |
| Putnam Investments LLC | 11,903 | $351.1 萬 | 0.01% | +1,701+16.7% | 加碼 |
| Barclays PLC | 12,255 | $361.5 萬 | 0.00% | +338+2.8% | 加碼 |
| SEI Investments Co | 12,536 | $369.8 萬 | 0.01% | +674+5.7% | 加碼 |
| Citigroup Inc | 13,456 | $397.0 萬 | 0.01% | +3,411+34.0% | 加碼 |
| Credit Suisse AG | 13,888 | $409.7 萬 | 0.00% | +3,938+39.6% | 加碼 |
| Public Sector Pension Investment Board | 14,352 | $423.4 萬 | 0.03% | +131+0.9% | 加碼 |
| Truist Financial Corp | 15,089 | $445.1 萬 | 0.01% | −85−0.6% | 減碼 |
| Allianz Asset Management GmbH | 15,422 | $454.9 萬 | 0.01% | −817−5.0% | 減碼 |
| Teton Advisors, Inc. | 16,140 | $476.1 萬 | 1.33% | −1,400−8.0% | 減碼 |
| UBS Group AG | 16,150 | $476.4 萬 | 0.00% | +2,091+14.9% | 加碼 |
| SG Capital Management LLC | 16,249 | $479.3 萬 | 1.97% | −28,736−63.9% | 減碼 |
| Swiss National Bank | 17,000 | $501.5 萬 | 0.00% | −1,200−6.6% | 減碼 |
| Panagora Asset Management Inc | 17,127 | $505.2 萬 | 0.03% | −202−1.2% | 減碼 |
| CI Private Wealth, LLC | 17,137 | $505.5 萬 | 0.01% | +17,137 | 新進 |
| Robeco Schweiz AG | 17,500 | $516.3 萬 | 0.08% | +3,504+25.0% | 加碼 |
| Cerity Partners LLC | 17,560 | $518.0 萬 | 0.02% | +142+0.8% | 加碼 |