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 3 季 13F 持有人
Cavco Industries, Inc. 在 2023/9/30 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
- 255
- 較 2023 年第 2 季 +5 家
- 持有股數
- 826.9 萬
- 較 2023 年第 2 季 −5.65 萬 (−0.7%)
- 總市值
- $22.0 億
- 較 2023 年第 2 季 −$2.56 億 (−10.4%)
- 新進機構
- 37
- 另有 78 家加碼
- 清倉機構
- 32
- 另有 102 家減碼
另有 4 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,290,981 | $3.43 億 | 0.01% | −29,474−2.2% | 減碼 |
| Vanguard Group Inc | 843,056 | $2.24 億 | 0.01% | +3780.0% | 加碼 |
| Capital World Investors | 588,800 | $1.56 億 | 0.03% | 00.0% | 不變 |
| Dimensional Fund Advisors LP | 409,582 | $1.09 億 | 0.04% | +3,543+0.9% | 加碼 |
| Wellington Management Group LLP | 397,269 | $1.06 億 | 0.02% | −9,711−2.4% | 減碼 |
| Broad Bay Capital Management, LP | 360,861 | $9,587 萬 | 14.42% | +2,975+0.8% | 加碼 |
| State Street Corp | 329,296 | $8,748 萬 | 0.00% | −4,942−1.5% | 減碼 |
| GW&K Investment Management, LLC | 218,374 | $5,801 萬 | 0.58% | −8,418−3.7% | 減碼 |
| American Century Companies Inc | 208,156 | $5,530 萬 | 0.04% | +31,707+18.0% | 加碼 |
| Geode Capital Management, LLC | 190,487 | $5,061 萬 | 0.01% | +6,698+3.6% | 加碼 |
| Gamco Investors, Inc. Et Al | 181,357 | $4,818 萬 | 0.56% | −8,170−4.3% | 減碼 |
| Invesco Ltd. | 174,597 | $4,638 萬 | 0.01% | −18,106−9.4% | 減碼 |
| Boston Trust Walden Corp | 168,817 | $4,485 萬 | 0.38% | +6,458+4.0% | 加碼 |
| Schroder Investment Management Group | 136,868 | $3,636 萬 | 0.05% | +14,742+12.1% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 136,257 | $3,620 萬 | 0.03% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 123,813 | $3,289 萬 | 0.01% | −2,729−2.2% | 減碼 |
| Pacer Advisors, Inc. | 122,917 | $3,265 萬 | 0.13% | +49,154+66.6% | 加碼 |
| Price T Rowe Associates Inc | 110,591 | $2,938 萬 | 0.00% | +1,014+0.9% | 加碼 |
| Handelsbanken Fonder AB | 101,986 | $2,709 萬 | 0.15% | 00.0% | 不變 |
| Northern Trust Corp | 98,489 | $2,616 萬 | 0.01% | +120+0.1% | 加碼 |
| Charles Schwab Investment Management Inc | 97,775 | $2,597 萬 | 0.01% | +4,752+5.1% | 加碼 |
| Gabelli Funds LLC | 97,050 | $2,578 萬 | 0.21% | −2,450−2.5% | 減碼 |
| Millennium Management LLC | 90,550 | $2,406 萬 | 0.03% | +55,340+157.2% | 加碼 |
| Fisher Asset Management, LLC | 69,157 | $1,837 萬 | 0.01% | −193−0.3% | 減碼 |
| Norges Bank | 67,131 | $1,783 萬 | 0.00% | −5,100−7.1% | 減碼 |
| Cannell Capital LLC | 66,416 | $1,764 萬 | 4.12% | +3,084+4.9% | 加碼 |
| Ashford Capital Management Inc | 62,790 | $1,668 萬 | 2.46% | −1,870−2.9% | 減碼 |
| Ameriprise Financial Inc | 60,983 | $1,620 萬 | 0.01% | −2,604−4.1% | 減碼 |
| Neumeier Poma Investment Counsel LLC | 56,580 | $1,503 萬 | 1.47% | −15,745−21.8% | 減碼 |
| Royce & Associates LP | 54,619 | $1,451 萬 | 0.15% | −320−0.6% | 減碼 |
| Morgan Stanley | 54,368 | $1,444 萬 | 0.00% | −2,036−3.6% | 減碼 |
| Robotti Robert | 51,584 | $1,370 萬 | 2.01% | +139+0.3% | 加碼 |
| Kennedy Capital Management, Inc. | 50,041 | $1,329 萬 | 0.32% | −4,831−8.8% | 減碼 |
| Principal Financial Group Inc | 44,444 | $1,181 萬 | 0.01% | −2,439−5.2% | 減碼 |
| Voya Investment Management LLC | 37,674 | $1,001 萬 | 0.01% | +208+0.6% | 加碼 |
| FMR LLC | 34,483 | $916.1 萬 | 0.00% | +248+0.7% | 加碼 |
| Envestnet Asset Management Inc | 34,030 | $904.0 萬 | 0.00% | +11,789+53.0% | 加碼 |
| Jacobs Levy Equity Management, Inc | 32,969 | $875.9 萬 | 0.05% | −2,878−8.0% | 減碼 |
| Empowered Funds, LLC | 27,471 | $729.8 萬 | 0.22% | +3,248+13.4% | 加碼 |
| Rhumbline Advisers | 25,227 | $670.2 萬 | 0.01% | −66−0.3% | 減碼 |
| Nuveen Asset Management, LLC | 24,873 | $660.8 萬 | 0.00% | −8,470−25.4% | 減碼 |
| Punch & Associates Investment Management, Inc. | 23,644 | $628.1 萬 | 0.40% | +23,644 | 新進 |
| UBS Group AG | 22,780 | $605.2 萬 | 0.00% | +6,630+41.1% | 加碼 |
| Legal & General Group Plc | 22,673 | $602.3 萬 | 0.00% | −684−2.9% | 減碼 |
| Allspring Global Investments Holdings, LLC | 22,134 | $588.0 萬 | 0.01% | −950−4.1% | 減碼 |
| EULAV Asset Management | 20,800 | $552.6 萬 | 0.20% | 00.0% | 不變 |
| Bank of America Corp | 20,320 | $539.8 萬 | 0.00% | −4,215−17.2% | 減碼 |
| Robeco Schweiz AG | 19,600 | $520.7 萬 | 0.09% | +2,100+12.0% | 加碼 |
| Osterweis Capital Management Inc | 19,368 | $514.5 萬 | 0.38% | −6,368−24.7% | 減碼 |
| Swiss National Bank | 17,200 | $456.9 萬 | 0.00% | +200+1.2% | 加碼 |
| CI Private Wealth, LLC | 16,858 | $447.8 萬 | 0.01% | −279−1.6% | 減碼 |
| Bridgewater Associates, LP | 16,544 | $439.5 萬 | 0.03% | +12,324+292.0% | 加碼 |
| Aviance Capital Partners, LLC | 16,481 | $437.8 萬 | 0.98% | +9,248+127.9% | 加碼 |
| Raymond James & Associates | 15,799 | $419.7 萬 | 0.00% | −3,197−16.8% | 減碼 |
| Truist Financial Corp | 15,408 | $409.3 萬 | 0.01% | +319+2.1% | 加碼 |
| JPMorgan Chase & Co | 15,352 | $407.8 萬 | 0.00% | −4,365−22.1% | 減碼 |
| Goldman Sachs Group Inc | 15,348 | $407.7 萬 | 0.00% | −14,686−48.9% | 減碼 |
| SEI Investments Co | 14,979 | $397.9 萬 | 0.01% | +2,443+19.5% | 加碼 |
| Allianz Asset Management GmbH | 14,845 | $394.4 萬 | 0.01% | −577−3.7% | 減碼 |
| Teton Advisors, Inc. | 14,540 | $386.3 萬 | 1.20% | −1,600−9.9% | 減碼 |
| Confluence Investment Management LLC | 14,300 | $379.9 萬 | 0.06% | +14,300 | 新進 |
| Putnam Investments LLC | 14,103 | $374.7 萬 | 0.01% | +2,200+18.5% | 加碼 |
| First Trust Advisors LP | 13,568 | $360.4 萬 | 0.00% | +7,461+122.2% | 加碼 |
| Balyasny Asset Management LLC | 13,287 | $353.0 萬 | 0.01% | +10,176+327.1% | 加碼 |
| Credit Suisse AG | 12,944 | $343.9 萬 | 0.00% | −944−6.8% | 減碼 |
| BNP Paribas Arbitrage, SA | 12,727 | $338.1 萬 | 0.01% | +3,101+32.2% | 加碼 |
| Russell Investments Group, Ltd. | 12,457 | $330.9 萬 | 0.01% | −6,922−35.7% | 減碼 |
| Barclays PLC | 11,848 | $314.8 萬 | 0.00% | −407−3.3% | 減碼 |
| Renaissance Technologies LLC | 11,355 | $301.7 萬 | 0.01% | −6,600−36.8% | 減碼 |
| Los Angeles Capital Management LLC | 11,352 | $301.6 萬 | 0.01% | +199+1.8% | 加碼 |
| Ancora Advisors, LLC | 11,234 | $298.4 萬 | 0.08% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 11,044 | $293.4 萬 | 0.27% | +2,868+35.1% | 加碼 |
| Clark Estates Inc | 11,000 | $292.2 萬 | 0.53% | 00.0% | 不變 |
| Royal Bank of Canada | 10,892 | $289.2 萬 | 0.00% | +581+5.6% | 加碼 |
| Prudential Financial Inc | 10,457 | $277.8 萬 | 0.00% | −1,039−9.0% | 減碼 |
| Alliancebernstein L.P. | 10,385 | $275.9 萬 | 0.00% | −93−0.9% | 減碼 |
| Public Sector Pension Investment Board | 9,974 | $265.0 萬 | 0.02% | −4,378−30.5% | 減碼 |
| Watchman Group, Inc. | 9,684 | $257.3 萬 | 1.09% | +9,684 | 新進 |
| Man Group plc | – | $240.7 萬 | 0.01% | – | – |
| California State Teachers Retirement System | 8,834 | $234.7 萬 | 0.00% | −963−9.8% | 減碼 |
| State of New Jersey Common Pension Fund D | 8,635 | $229.4 萬 | 0.01% | −988−10.3% | 減碼 |
| AQR Capital Management LLC | 8,340 | $221.6 萬 | 0.00% | −1,825−18.0% | 減碼 |
| Qube Research & Technologies Ltd | 8,245 | $219.0 萬 | 0.01% | +977+13.4% | 加碼 |
| First Eagle Investment Management, LLC | 7,998 | $212.5 萬 | 0.01% | −3,258−28.9% | 減碼 |
| Marks Group Wealth Management, Inc | 7,691 | $204.3 萬 | 0.25% | −99−1.3% | 減碼 |
| Thrivent Financial for Lutherans | 7,382 | $196.1 萬 | 0.00% | −353−4.6% | 減碼 |
| Brinker Capital Investments, LLC | 7,178 | $190.7 萬 | 0.02% | −295−3.9% | 減碼 |
| Orion Portfolio Solutions, LLC | 7,178 | $190.7 萬 | 0.02% | −295−3.9% | 減碼 |
| UBS Asset Management Americas Inc | 7,144 | $189.8 萬 | 0.00% | −125−1.7% | 減碼 |
| Great West Life Assurance Co | 6,954 | $184.8 萬 | 0.00% | −148−2.1% | 減碼 |
| Texas Permanent School Fund | 6,854 | $182.1 萬 | 0.02% | −265−3.7% | 減碼 |
| Ballast Asset Management, LP | 6,843 | $181.8 萬 | 1.69% | +6,843 | 新進 |
| Deutsche Bank AG | 6,725 | $178.7 萬 | 0.00% | +1,447+27.4% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 6,419 | $170.5 萬 | 0.11% | 00.0% | 不變 |
| TD Asset Management Inc | 6,100 | $162.1 萬 | 0.00% | 00.0% | 不變 |
| Janus Henderson Group PLC | 5,877 | $156.3 萬 | 0.00% | +330+5.9% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,395 | $143.3 萬 | 0.01% | −3,745−41.0% | 減碼 |
| Cresset Asset Management, LLC | 5,139 | $136.5 萬 | 0.01% | +660+14.7% | 加碼 |
| State of Alaska, Department of Revenue | 5,061 | $134.4 萬 | 0.02% | −259−4.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 4,900 | $130.2 萬 | 0.00% | +4,201+601.0% | 加碼 |