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 4 季 13F 持有人
Cavco Industries, Inc. 在 2023/12/31 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
- 259
- 較 2023 年第 3 季 +9 家
- 持有股數
- 797.9 萬
- 較 2023 年第 3 季 −28.3 萬 (−3.4%)
- 總市值
- $27.7 億
- 較 2023 年第 3 季 +$5.68 億 (+25.9%)
- 新進機構
- 39
- 另有 67 家加碼
- 清倉機構
- 30
- 另有 111 家減碼
另有 5 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,286,383 | $4.46 億 | 0.01% | −4,598−0.4% | 減碼 |
| Vanguard Group Inc | 795,771 | $2.76 億 | 0.01% | −47,285−5.6% | 減碼 |
| Capital World Investors | 588,800 | $2.04 億 | 0.04% | 00.0% | 不變 |
| Dimensional Fund Advisors LP | 408,444 | $1.42 億 | 0.04% | −1,138−0.3% | 減碼 |
| Wellington Management Group LLP | 395,510 | $1.37 億 | 0.03% | −1,759−0.4% | 減碼 |
| State Street Corp | 340,592 | $1.18 億 | 0.01% | +11,296+3.4% | 加碼 |
| Broad Bay Capital Management, LP | 308,000 | $1.07 億 | 13.42% | −52,861−14.6% | 減碼 |
| American Century Companies Inc | 223,397 | $7,743 萬 | 0.05% | +15,241+7.3% | 加碼 |
| GW&K Investment Management, LLC | 210,143 | $7,284 萬 | 0.68% | −8,231−3.8% | 減碼 |
| Geode Capital Management, LLC | 196,354 | $6,807 萬 | 0.01% | +5,867+3.1% | 加碼 |
| Boston Trust Walden Corp | 195,904 | $6,790 萬 | 0.51% | +27,087+16.0% | 加碼 |
| Invesco Ltd. | 172,128 | $5,966 萬 | 0.01% | −2,469−1.4% | 減碼 |
| Pacer Advisors, Inc. | 169,643 | $5,880 萬 | 0.17% | +46,726+38.0% | 加碼 |
| Gamco Investors, Inc. Et Al | 165,477 | $5,736 萬 | 0.61% | −15,880−8.8% | 減碼 |
| Schroder Investment Management Group | 130,517 | $4,524 萬 | 0.06% | −6,351−4.6% | 減碼 |
| Price T Rowe Associates Inc | 111,079 | $3,850 萬 | 0.01% | +488+0.4% | 加碼 |
| Bank of New York Mellon Corp | 110,546 | $3,832 萬 | 0.01% | −13,267−10.7% | 減碼 |
| Charles Schwab Investment Management Inc | 97,999 | $3,397 萬 | 0.01% | +224+0.2% | 加碼 |
| Northern Trust Corp | 93,925 | $3,256 萬 | 0.01% | −4,564−4.6% | 減碼 |
| Handelsbanken Fonder AB | 92,586 | $3,209 萬 | 0.16% | −9,400−9.2% | 減碼 |
| Gabelli Funds LLC | 88,860 | $3,080 萬 | 0.24% | −8,190−8.4% | 減碼 |
| FMR LLC | 77,955 | $2,702 萬 | 0.00% | +43,472+126.1% | 加碼 |
| Fisher Asset Management, LLC | 64,517 | $2,236 萬 | 0.01% | −4,640−6.7% | 減碼 |
| Morgan Stanley | 63,403 | $2,198 萬 | 0.00% | +9,035+16.6% | 加碼 |
| Ameriprise Financial Inc | 60,834 | $2,109 萬 | 0.01% | −149−0.2% | 減碼 |
| Norges Bank | 60,754 | $2,106 萬 | 0.00% | −6,377−9.5% | 減碼 |
| Ashford Capital Management Inc | 57,870 | $2,006 萬 | 2.69% | −4,920−7.8% | 減碼 |
| Royce & Associates LP | 54,750 | $1,898 萬 | 0.18% | +131+0.2% | 加碼 |
| Cannell Capital LLC | 51,951 | $1,801 萬 | 4.02% | −14,465−21.8% | 減碼 |
| Kennedy Capital Management, Inc. | 44,056 | $1,527 萬 | 0.33% | −5,985−12.0% | 減碼 |
| Robotti Robert | 42,754 | $1,482 萬 | 2.13% | −8,830−17.1% | 減碼 |
| Principal Financial Group Inc | 41,979 | $1,455 萬 | 0.01% | −2,465−5.5% | 減碼 |
| Millennium Management LLC | 38,719 | $1,342 萬 | 0.01% | −51,831−57.2% | 減碼 |
| Envestnet Asset Management Inc | 34,166 | $1,184 萬 | 0.00% | +136+0.4% | 加碼 |
| Bessemer Group Inc | 31,989 | $1,109 萬 | 0.02% | +31,980+355,333.3% | 加碼 |
| Jacobs Levy Equity Management, Inc | 30,227 | $1,048 萬 | 0.05% | −2,742−8.3% | 減碼 |
| UBS Group AG | 28,506 | $988.1 萬 | 0.00% | +5,726+25.1% | 加碼 |
| Nuveen Asset Management, LLC | 25,350 | $878.7 萬 | 0.00% | +477+1.9% | 加碼 |
| Rhumbline Advisers | 24,469 | $848.1 萬 | 0.01% | −758−3.0% | 減碼 |
| Osterweis Capital Management Inc | 24,372 | $844.8 萬 | 0.54% | +5,004+25.8% | 加碼 |
| Punch & Associates Investment Management, Inc. | 23,932 | $829.5 萬 | 0.49% | +288+1.2% | 加碼 |
| Bank of America Corp | 22,228 | $770.5 萬 | 0.00% | +1,908+9.4% | 加碼 |
| Legal & General Group Plc | 21,966 | $761.4 萬 | 0.00% | −707−3.1% | 減碼 |
| Neumeier Poma Investment Counsel LLC | 21,495 | $745.1 萬 | 0.66% | −35,085−62.0% | 減碼 |
| Barclays PLC | 21,195 | $734.7 萬 | 0.00% | +9,347+78.9% | 加碼 |
| Allspring Global Investments Holdings, LLC | 20,808 | $721.2 萬 | 0.01% | −1,326−6.0% | 減碼 |
| EULAV Asset Management | 20,800 | $721.0 萬 | 0.22% | 00.0% | 不變 |
| First Sabrepoint Capital Management LP | 20,000 | $693.2 萬 | 3.15% | +20,000 | 新進 |
| JPMorgan Chase & Co | 19,413 | $672.9 萬 | 0.00% | +4,061+26.5% | 加碼 |
| Robeco Schweiz AG | 18,000 | $623.9 萬 | 0.10% | −1,600−8.2% | 減碼 |
| Goldman Sachs Group Inc | 17,843 | $618.5 萬 | 0.00% | +2,495+16.3% | 加碼 |
| Cerity Partners LLC | 17,554 | $608.5 萬 | 0.02% | +17,554 | 新進 |
| SEI Investments Co | 16,392 | $568.2 萬 | 0.01% | +1,413+9.4% | 加碼 |
| Public Sector Pension Investment Board | 16,070 | $557.0 萬 | 0.04% | +6,096+61.1% | 加碼 |
| Truist Financial Corp | 15,979 | $553.9 萬 | 0.01% | +571+3.7% | 加碼 |
| Aviance Capital Partners, LLC | 15,621 | $541.5 萬 | 1.16% | −860−5.2% | 減碼 |
| AYAL Capital Advisors Ltd | 15,500 | $537.3 萬 | 4.20% | +15,500 | 新進 |
| Swiss National Bank | 15,400 | $533.8 萬 | 0.00% | −1,800−10.5% | 減碼 |
| CI Private Wealth, LLC | 15,384 | $533.2 萬 | 0.01% | −1,474−8.7% | 減碼 |
| Allianz Asset Management GmbH | 15,000 | $519.9 萬 | 0.01% | +155+1.0% | 加碼 |
| Putnam Investments LLC | 14,204 | $492.3 萬 | 0.01% | +101+0.7% | 加碼 |
| Raymond James & Associates | 13,617 | $472.0 萬 | 0.00% | −2,182−13.8% | 減碼 |
| Confluence Investment Management LLC | 13,462 | $466.6 萬 | 0.07% | −838−5.9% | 減碼 |
| Ancora Advisors, LLC | 11,094 | $384.5 萬 | 0.09% | −140−1.2% | 減碼 |
| EAM Investors, LLC | 10,883 | $377.2 萬 | 0.68% | +10,883 | 新進 |
| Alliancebernstein L.P. | 10,817 | $374.9 萬 | 0.00% | +432+4.2% | 加碼 |
| Royal Bank of Canada | 10,802 | $374.4 萬 | 0.00% | −90−0.8% | 減碼 |
| Credit Suisse AG | 10,546 | $365.5 萬 | 0.00% | −2,398−18.5% | 減碼 |
| Ballast Asset Management, LP | 10,040 | $348.0 萬 | 2.21% | +3,197+46.7% | 加碼 |
| Prudential Financial Inc | 9,918 | $343.8 萬 | 0.01% | −539−5.2% | 減碼 |
| Watchman Group, Inc. | 9,650 | $334.5 萬 | 1.10% | −34−0.4% | 減碼 |
| First Eagle Investment Management, LLC | 9,568 | $331.6 萬 | 0.01% | +1,570+19.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 9,191 | $318.6 萬 | 0.01% | −3,536−27.8% | 減碼 |
| Russell Investments Group, Ltd. | 8,834 | $306.2 萬 | 0.01% | −3,623−29.1% | 減碼 |
| State of New Jersey Common Pension Fund D | 8,635 | $299.3 萬 | 0.01% | 00.0% | 不變 |
| California State Teachers Retirement System | 8,398 | $291.1 萬 | 0.00% | −436−4.9% | 減碼 |
| Citigroup Inc | 8,352 | $289.5 萬 | 0.00% | +3,510+72.5% | 加碼 |
| Victory Capital Management Inc | 8,096 | $280.6 萬 | 0.00% | +4,408+119.5% | 加碼 |
| Balyasny Asset Management LLC | 7,949 | $275.5 萬 | 0.01% | −5,338−40.2% | 減碼 |
| Marks Group Wealth Management, Inc | 7,780 | $269.7 萬 | 0.31% | +89+1.2% | 加碼 |
| Bridgewater Associates, LP | 7,778 | $269.6 萬 | 0.02% | −8,766−53.0% | 減碼 |
| Renaissance Technologies LLC | 7,446 | $258.1 萬 | 0.00% | −3,909−34.4% | 減碼 |
| Prelude Capital Management, LLC | 7,291 | $252.7 萬 | 0.22% | −3,753−34.0% | 減碼 |
| First Trust Advisors LP | 7,277 | $252.2 萬 | 0.00% | −6,291−46.4% | 減碼 |
| Empowered Funds, LLC | 7,276 | $252.2 萬 | 0.06% | −20,195−73.5% | 減碼 |
| Thrivent Financial for Lutherans | 6,899 | $239.1 萬 | 0.01% | −483−6.5% | 減碼 |
| Nicholas Investment Partners, LP | 6,720 | $232.9 萬 | 0.27% | +6,720 | 新進 |
| Texas Permanent School Fund | 6,688 | $231.8 萬 | 0.02% | −166−2.4% | 減碼 |
| UBS Asset Management Americas Inc | 6,633 | $229.9 萬 | 0.00% | −511−7.2% | 減碼 |
| Deutsche Bank AG | 6,517 | $225.9 萬 | 0.00% | −208−3.1% | 減碼 |
| Holocene Advisors, LP | 6,375 | $221.0 萬 | 0.01% | +3,858+153.3% | 加碼 |
| Qube Research & Technologies Ltd | 6,347 | $220.0 萬 | 0.00% | −1,898−23.0% | 減碼 |
| Great West Life Assurance Co | 6,338 | $219.5 萬 | 0.00% | −616−8.9% | 減碼 |
| Brinker Capital Investments, LLC | 6,653 | $214.2 萬 | 0.02% | −525−7.3% | 減碼 |
| Orion Portfolio Solutions, LLC | 6,653 | $214.2 萬 | 0.02% | −525−7.3% | 減碼 |
| Janus Henderson Group PLC | 6,112 | $212.0 萬 | 0.00% | +235+4.0% | 加碼 |
| TD Asset Management Inc | 6,100 | $211.4 萬 | 0.00% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 5,986 | $207.5 萬 | 0.01% | +847+16.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 5,663 | $196.3 萬 | 0.02% | +5,304+1,477.4% | 加碼 |
| Rafferty Asset Management, LLC | 5,578 | $193.3 萬 | 0.01% | +806+16.9% | 加碼 |