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 |
|---|---|---|---|---|---|
| Jump Financial, LLC | 1,613 | $42.9 萬 | 0.02% | +1,613 | 新進 |
| Teacher Retirement System of Texas | 1,705 | $45.3 萬 | 0.00% | −1,262−42.5% | 減碼 |
| West Coast Financial LLC | 1,774 | $47.1 萬 | 0.07% | −26−1.4% | 減碼 |
| Everence Capital Management Inc | 1,950 | $51.8 萬 | 0.04% | 00.0% | 不變 |
| Cornercap Investment Counsel Inc | 1,956 | $52.0 萬 | 0.09% | +1,956 | 新進 |
| Squarepoint Ops LLC | 1,972 | $52.4 萬 | 0.00% | +1,972 | 新進 |
| Handelsinvest Investeringsforvaltning | 2,000 | $53.1 萬 | 0.18% | −21,000−91.3% | 減碼 |
| Jefferies Financial Group Inc. | 2,016 | $53.6 萬 | 0.01% | +2,016 | 新進 |
| Sheets Smith Wealth Management | 2,090 | $55.5 萬 | 0.08% | +54+2.7% | 加碼 |
| Wells Fargo & Company | 2,107 | $56.0 萬 | 0.00% | −2,277−51.9% | 減碼 |
| State of Wyoming | 2,122 | $56.4 萬 | 0.12% | +638+43.0% | 加碼 |
| Mariner, LLC | 2,124 | $56.4 萬 | 0.00% | +190+9.8% | 加碼 |
| XTX Topco Ltd | 2,126 | $56.5 萬 | 0.10% | +2,126 | 新進 |
| Franklin Resources Inc | 2,142 | $56.9 萬 | 0.00% | −165−7.2% | 減碼 |
| Two Sigma Advisers, LP | 2,200 | $58.4 萬 | 0.00% | −900−29.0% | 減碼 |
| Aviva PLC | 2,221 | $59.0 萬 | 0.00% | −2,905−56.7% | 減碼 |
| Arizona State Retirement System | 2,223 | $59.1 萬 | 0.01% | +25+1.1% | 加碼 |
| Occudo Quantitative Strategies LP | 2,251 | $59.8 萬 | 0.08% | +2,251 | 新進 |
| Susquehanna International Group, LLP | 2,316 | $61.5 萬 | 0.00% | −3,424−59.7% | 減碼 |
| Oregon Public Employees Retirement Fund | 2,411 | $64.1 萬 | 0.01% | −100−4.0% | 減碼 |
| Roundview Capital LLC | 2,468 | $65.6 萬 | 0.07% | +2,468 | 新進 |
| First Republic Investment Management, Inc. | 2,502 | $66.5 萬 | 0.00% | +2+0.1% | 加碼 |
| State Board of Administration of Florida Retirement System | 2,502 | $66.5 萬 | 0.00% | +20+0.8% | 加碼 |
| Holocene Advisors, LP | 2,517 | $66.9 萬 | 0.00% | +2,517 | 新進 |
| Teachers Retirement System of the State of Kentucky | 2,758 | $73.3 萬 | 0.01% | 00.0% | 不變 |
| New York State Teachers Retirement System | 2,886 | $76.7 萬 | 0.00% | −100−3.3% | 減碼 |
| Maryland State Retirement & Pension System | 2,972 | $79.0 萬 | 0.02% | −178−5.7% | 減碼 |
| Virginia Retirement Systems Et Al | 3,000 | $79.7 萬 | 0.01% | −2,900−49.2% | 減碼 |
| Ensign Peak Advisors, Inc | 3,190 | $84.7 萬 | 0.00% | 00.0% | 不變 |
| Keeley-Teton Advisors, LLC | 3,270 | $86.9 萬 | 0.12% | 00.0% | 不變 |
| Two Sigma Investments, LP | 3,600 | $95.6 萬 | 0.00% | +1,600+80.0% | 加碼 |
| New York State Common Retirement Fund | 3,651 | $97.0 萬 | 0.00% | −17−0.5% | 減碼 |
| Amalgamated Bank | 3,660 | $97.2 萬 | 0.01% | −127−3.4% | 減碼 |
| Victory Capital Management Inc | 3,688 | $98.0 萬 | 0.00% | +477+14.9% | 加碼 |
| STRS Ohio | 3,700 | $98.2 萬 | 0.00% | 00.0% | 不變 |
| Summit Global Investments | 3,771 | $100.2 萬 | 0.07% | +3,771 | 新進 |
| Gotham Asset Management, LLC | 3,940 | $104.7 萬 | 0.02% | +174+4.6% | 加碼 |
| SG Americas Securities, LLC | 3,955 | $105.1 萬 | 0.01% | +3,955 | 新進 |
| NJ State Employees Deferred Compensation Plan | 4,000 | $106.3 萬 | 0.16% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 4,045 | $107.5 萬 | 0.09% | −2,391−37.2% | 減碼 |
| Louisiana State Employees Retirement System | 4,100 | $108.9 萬 | 0.02% | −100−2.4% | 減碼 |
| Stratos Wealth Partners, LTD. | 4,138 | $109.9 萬 | 0.02% | −2,326−36.0% | 減碼 |
| Anchor Capital Advisors LLC | 4,210 | $111.8 萬 | 0.03% | −531−11.2% | 減碼 |
| Yousif Capital Management, LLC | 4,266 | $113.3 萬 | 0.01% | −293−6.4% | 減碼 |
| Cascade Investment Advisors, Inc. | 4,276 | $113.6 萬 | 0.90% | +1,361+46.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 4,284 | $113.8 萬 | 0.00% | +774+22.1% | 加碼 |
| State of Tennessee, Treasury Department | 4,386 | $116.5 萬 | 0.00% | −1,180−21.2% | 減碼 |
| Boston Partners | 5,009 | $116.5 萬 | 0.00% | +311+6.6% | 加碼 |
| MetLife Investment Management | 4,656 | $123.7 萬 | 0.01% | 00.0% | 不變 |
| Comerica Bank | 4,681 | $124.4 萬 | 0.01% | +497+11.9% | 加碼 |
| Illinois Municipal Retirement Fund | 4,762 | $126.5 萬 | 0.02% | +4,762 | 新進 |
| American International Group, Inc. | 4,768 | $126.7 萬 | 0.01% | +106+2.3% | 加碼 |
| Rafferty Asset Management, LLC | 4,772 | $126.8 萬 | 0.01% | −13−0.3% | 減碼 |
| Citigroup Inc | 4,842 | $128.6 萬 | 0.00% | −8,614−64.0% | 減碼 |
| Oppenheimer Asset Management Inc. | 4,881 | $129.7 萬 | 0.02% | −80−1.6% | 減碼 |
| D. E. Shaw & Co., Inc. | 4,900 | $130.2 萬 | 0.00% | +4,201+601.0% | 加碼 |
| State of Alaska, Department of Revenue | 5,061 | $134.4 萬 | 0.02% | −259−4.9% | 減碼 |
| Cresset Asset Management, LLC | 5,139 | $136.5 萬 | 0.01% | +660+14.7% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,395 | $143.3 萬 | 0.01% | −3,745−41.0% | 減碼 |
| Janus Henderson Group PLC | 5,877 | $156.3 萬 | 0.00% | +330+5.9% | 加碼 |
| TD Asset Management Inc | 6,100 | $162.1 萬 | 0.00% | 00.0% | 不變 |
| Susquehanna Fundamental Investments, LLC | 6,419 | $170.5 萬 | 0.11% | 00.0% | 不變 |
| Deutsche Bank AG | 6,725 | $178.7 萬 | 0.00% | +1,447+27.4% | 加碼 |
| Ballast Asset Management, LP | 6,843 | $181.8 萬 | 1.69% | +6,843 | 新進 |
| Texas Permanent School Fund | 6,854 | $182.1 萬 | 0.02% | −265−3.7% | 減碼 |
| Great West Life Assurance Co | 6,954 | $184.8 萬 | 0.00% | −148−2.1% | 減碼 |
| UBS Asset Management Americas Inc | 7,144 | $189.8 萬 | 0.00% | −125−1.7% | 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 |
| Thrivent Financial for Lutherans | 7,382 | $196.1 萬 | 0.00% | −353−4.6% | 減碼 |
| Marks Group Wealth Management, Inc | 7,691 | $204.3 萬 | 0.25% | −99−1.3% | 減碼 |
| First Eagle Investment Management, LLC | 7,998 | $212.5 萬 | 0.01% | −3,258−28.9% | 減碼 |
| Qube Research & Technologies Ltd | 8,245 | $219.0 萬 | 0.01% | +977+13.4% | 加碼 |
| AQR Capital Management LLC | 8,340 | $221.6 萬 | 0.00% | −1,825−18.0% | 減碼 |
| State of New Jersey Common Pension Fund D | 8,635 | $229.4 萬 | 0.01% | −988−10.3% | 減碼 |
| California State Teachers Retirement System | 8,834 | $234.7 萬 | 0.00% | −963−9.8% | 減碼 |
| Man Group plc | – | $240.7 萬 | 0.01% | – | – |
| Watchman Group, Inc. | 9,684 | $257.3 萬 | 1.09% | +9,684 | 新進 |
| Public Sector Pension Investment Board | 9,974 | $265.0 萬 | 0.02% | −4,378−30.5% | 減碼 |
| Alliancebernstein L.P. | 10,385 | $275.9 萬 | 0.00% | −93−0.9% | 減碼 |
| Prudential Financial Inc | 10,457 | $277.8 萬 | 0.00% | −1,039−9.0% | 減碼 |
| Royal Bank of Canada | 10,892 | $289.2 萬 | 0.00% | +581+5.6% | 加碼 |
| Clark Estates Inc | 11,000 | $292.2 萬 | 0.53% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 11,044 | $293.4 萬 | 0.27% | +2,868+35.1% | 加碼 |
| Ancora Advisors, LLC | 11,234 | $298.4 萬 | 0.08% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 11,352 | $301.6 萬 | 0.01% | +199+1.8% | 加碼 |
| Renaissance Technologies LLC | 11,355 | $301.7 萬 | 0.01% | −6,600−36.8% | 減碼 |
| Barclays PLC | 11,848 | $314.8 萬 | 0.00% | −407−3.3% | 減碼 |
| Russell Investments Group, Ltd. | 12,457 | $330.9 萬 | 0.01% | −6,922−35.7% | 減碼 |
| BNP Paribas Arbitrage, SA | 12,727 | $338.1 萬 | 0.01% | +3,101+32.2% | 加碼 |
| Credit Suisse AG | 12,944 | $343.9 萬 | 0.00% | −944−6.8% | 減碼 |
| Balyasny Asset Management LLC | 13,287 | $353.0 萬 | 0.01% | +10,176+327.1% | 加碼 |
| First Trust Advisors LP | 13,568 | $360.4 萬 | 0.00% | +7,461+122.2% | 加碼 |
| Putnam Investments LLC | 14,103 | $374.7 萬 | 0.01% | +2,200+18.5% | 加碼 |
| Confluence Investment Management LLC | 14,300 | $379.9 萬 | 0.06% | +14,300 | 新進 |
| Teton Advisors, Inc. | 14,540 | $386.3 萬 | 1.20% | −1,600−9.9% | 減碼 |
| Allianz Asset Management GmbH | 14,845 | $394.4 萬 | 0.01% | −577−3.7% | 減碼 |
| SEI Investments Co | 14,979 | $397.9 萬 | 0.01% | +2,443+19.5% | 加碼 |
| Goldman Sachs Group Inc | 15,348 | $407.7 萬 | 0.00% | −14,686−48.9% | 減碼 |
| JPMorgan Chase & Co | 15,352 | $407.8 萬 | 0.00% | −4,365−22.1% | 減碼 |