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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 1,430 | $49.6 萬 | 0.00% | +11+0.8% | 加碼 |
| Park Avenue Securities LLC | 1,433 | $49.7 萬 | 0.01% | −36−2.5% | 減碼 |
| HighTower Advisors, LLC | 1,489 | $51.2 萬 | 0.00% | +77+5.5% | 加碼 |
| Regions Financial Corp | 1,490 | $51.6 萬 | 0.00% | −54−3.5% | 減碼 |
| Empirical Finance, LLC | 1,493 | $51.8 萬 | 0.04% | 00.0% | 不變 |
| Wolverine Trading, LLC | 1,543 | $53.5 萬 | 0.00% | +465+43.1% | 加碼 |
| Stratos Wealth Partners, LTD. | 1,605 | $55.6 萬 | 0.01% | −2,533−61.2% | 減碼 |
| ProShare Advisors LLC | 1,622 | $56.2 萬 | 0.00% | +307+23.3% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,671 | $57.9 萬 | 0.00% | −3,724−69.0% | 減碼 |
| Janney Montgomery Scott LLC | 1,705 | $59.1 萬 | 0.00% | +225+15.2% | 加碼 |
| Vident Advisory, LLC | 1,709 | $59.2 萬 | 0.01% | +333+24.2% | 加碼 |
| Pathstone Holdings, LLC | 1,749 | $60.6 萬 | 0.00% | +1,749 | 新進 |
| West Coast Financial LLC | 1,774 | $61.5 萬 | 0.08% | 00.0% | 不變 |
| STRS Ohio | 1,800 | $62.3 萬 | 0.00% | −1,900−51.4% | 減碼 |
| Everence Capital Management Inc | 1,950 | $67.6 萬 | 0.05% | 00.0% | 不變 |
| Two Sigma Investments, LP | 2,000 | $69.3 萬 | 0.00% | −1,600−44.4% | 減碼 |
| Aviva PLC | 2,021 | $70.1 萬 | 0.00% | −200−9.0% | 減碼 |
| Sheets Smith Wealth Management | 2,035 | $70.5 萬 | 0.10% | −55−2.6% | 減碼 |
| Franklin Resources Inc | 2,142 | $74.2 萬 | 0.00% | 00.0% | 不變 |
| Arizona State Retirement System | 2,183 | $75.7 萬 | 0.01% | −40−1.8% | 減碼 |
| Two Sigma Advisers, LP | 2,200 | $76.3 萬 | 0.00% | 00.0% | 不變 |
| Mariner, LLC | 2,234 | $77.5 萬 | 0.00% | +110+5.2% | 加碼 |
| Oregon Public Employees Retirement Fund | 2,298 | $79.7 萬 | 0.01% | −113−4.7% | 減碼 |
| US Bancorp | 2,348 | $81.4 萬 | 0.00% | +2,047+680.1% | 加碼 |
| AQR Capital Management LLC | 2,352 | $81.5 萬 | 0.00% | −5,988−71.8% | 減碼 |
| State Board of Administration of Florida Retirement System | 2,502 | $86.7 萬 | 0.00% | 00.0% | 不變 |
| Wells Fargo & Company | 2,518 | $87.3 萬 | 0.00% | +411+19.5% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 2,758 | $95.6 萬 | 0.01% | 00.0% | 不變 |
| New York State Teachers Retirement System | 2,786 | $96.6 萬 | 0.00% | −100−3.5% | 減碼 |
| Maryland State Retirement & Pension System | 2,814 | $97.5 萬 | 0.02% | −158−5.3% | 減碼 |
| State of Wyoming | 2,840 | $98.4 萬 | 0.18% | +718+33.8% | 加碼 |
| Keeley-Teton Advisors, LLC | 3,214 | $111.4 萬 | 0.14% | −56−1.7% | 減碼 |
| Susquehanna International Group, LLP | 3,260 | $113.0 萬 | 0.00% | +944+40.8% | 加碼 |
| Ensign Peak Advisors, Inc | 3,340 | $115.8 萬 | 0.00% | +150+4.7% | 加碼 |
| Teton Advisors, Inc. | 3,400 | $117.9 萬 | 0.39% | −11,140−76.6% | 減碼 |
| Amalgamated Bank | 3,450 | $119.6 萬 | 0.01% | −210−5.7% | 減碼 |
| PDT Partners, LLC | 3,827 | $132.7 萬 | 0.15% | +3,827 | 新進 |
| Louisiana State Employees Retirement System | 3,900 | $135.2 萬 | 0.03% | −200−4.9% | 減碼 |
| Jane Street Group, LLC | 3,920 | $135.9 萬 | 0.00% | +2,944+301.6% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 4,000 | $138.6 萬 | 0.19% | 00.0% | 不變 |
| State of Tennessee, Treasury Department | 4,116 | $142.7 萬 | 0.01% | −270−6.2% | 減碼 |
| Yousif Capital Management, LLC | 4,121 | $142.8 萬 | 0.02% | −145−3.4% | 減碼 |
| Voya Investment Management LLC | 4,132 | $143.2 萬 | 0.00% | −33,542−89.0% | 減碼 |
| Cascade Investment Advisors, Inc. | 4,146 | $143.7 萬 | 1.02% | −130−3.0% | 減碼 |
| Manufacturers Life Insurance Company, The | 4,147 | $143.7 萬 | 0.00% | −137−3.2% | 減碼 |
| Comerica Bank | 4,297 | $148.9 萬 | 0.01% | −384−8.2% | 減碼 |
| Illinois Municipal Retirement Fund | 4,388 | $152.1 萬 | 0.03% | −374−7.9% | 減碼 |
| Man Group plc | 4,418 | $153.1 萬 | 0.00% | – | – |
| Boston Partners | 5,011 | $153.4 萬 | 0.00% | +20.0% | 加碼 |
| New York State Common Retirement Fund | 4,570 | $158.4 萬 | 0.00% | +919+25.2% | 加碼 |
| MetLife Investment Management | 4,585 | $158.9 萬 | 0.01% | −71−1.5% | 減碼 |
| Summit Global Investments | 4,695 | $162.7 萬 | 0.11% | +924+24.5% | 加碼 |
| American International Group, Inc. | 4,716 | $163.5 萬 | 0.01% | −52−1.1% | 減碼 |
| State of Alaska, Department of Revenue | 4,776 | $165.5 萬 | 0.02% | −285−5.6% | 減碼 |
| Oppenheimer Asset Management Inc. | 4,869 | $168.8 萬 | 0.02% | −12−0.2% | 減碼 |
| Anchor Capital Advisors LLC | 4,919 | $170.5 萬 | 0.04% | +709+16.8% | 加碼 |
| HRT Financial LP | 4,955 | $171.7 萬 | 0.01% | +4,955 | 新進 |
| Edgestream Partners, L.P. | 5,374 | $186.3 萬 | 0.13% | +1,329+32.9% | 加碼 |
| Citadel Advisors LLC | 5,388 | $186.8 萬 | 0.00% | +5,388 | 新進 |
| Rafferty Asset Management, LLC | 5,578 | $193.3 萬 | 0.01% | +806+16.9% | 加碼 |
| Tower Research Capital LLC (TRC) | 5,663 | $196.3 萬 | 0.02% | +5,304+1,477.4% | 加碼 |
| Cresset Asset Management, LLC | 5,986 | $207.5 萬 | 0.01% | +847+16.5% | 加碼 |
| TD Asset Management Inc | 6,100 | $211.4 萬 | 0.00% | 00.0% | 不變 |
| Janus Henderson Group PLC | 6,112 | $212.0 萬 | 0.00% | +235+4.0% | 加碼 |
| 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 |
| Great West Life Assurance Co | 6,338 | $219.5 萬 | 0.00% | −616−8.9% | 減碼 |
| Qube Research & Technologies Ltd | 6,347 | $220.0 萬 | 0.00% | −1,898−23.0% | 減碼 |
| Holocene Advisors, LP | 6,375 | $221.0 萬 | 0.01% | +3,858+153.3% | 加碼 |
| Deutsche Bank AG | 6,517 | $225.9 萬 | 0.00% | −208−3.1% | 減碼 |
| UBS Asset Management Americas Inc | 6,633 | $229.9 萬 | 0.00% | −511−7.2% | 減碼 |
| Texas Permanent School Fund | 6,688 | $231.8 萬 | 0.02% | −166−2.4% | 減碼 |
| Nicholas Investment Partners, LP | 6,720 | $232.9 萬 | 0.27% | +6,720 | 新進 |
| Thrivent Financial for Lutherans | 6,899 | $239.1 萬 | 0.01% | −483−6.5% | 減碼 |
| Empowered Funds, LLC | 7,276 | $252.2 萬 | 0.06% | −20,195−73.5% | 減碼 |
| First Trust Advisors LP | 7,277 | $252.2 萬 | 0.00% | −6,291−46.4% | 減碼 |
| Prelude Capital Management, LLC | 7,291 | $252.7 萬 | 0.22% | −3,753−34.0% | 減碼 |
| Renaissance Technologies LLC | 7,446 | $258.1 萬 | 0.00% | −3,909−34.4% | 減碼 |
| Bridgewater Associates, LP | 7,778 | $269.6 萬 | 0.02% | −8,766−53.0% | 減碼 |
| Marks Group Wealth Management, Inc | 7,780 | $269.7 萬 | 0.31% | +89+1.2% | 加碼 |
| Balyasny Asset Management LLC | 7,949 | $275.5 萬 | 0.01% | −5,338−40.2% | 減碼 |
| Victory Capital Management Inc | 8,096 | $280.6 萬 | 0.00% | +4,408+119.5% | 加碼 |
| Citigroup Inc | 8,352 | $289.5 萬 | 0.00% | +3,510+72.5% | 加碼 |
| California State Teachers Retirement System | 8,398 | $291.1 萬 | 0.00% | −436−4.9% | 減碼 |
| State of New Jersey Common Pension Fund D | 8,635 | $299.3 萬 | 0.01% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 8,834 | $306.2 萬 | 0.01% | −3,623−29.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 9,191 | $318.6 萬 | 0.01% | −3,536−27.8% | 減碼 |
| First Eagle Investment Management, LLC | 9,568 | $331.6 萬 | 0.01% | +1,570+19.6% | 加碼 |
| Watchman Group, Inc. | 9,650 | $334.5 萬 | 1.10% | −34−0.4% | 減碼 |
| Prudential Financial Inc | 9,918 | $343.8 萬 | 0.01% | −539−5.2% | 減碼 |
| Ballast Asset Management, LP | 10,040 | $348.0 萬 | 2.21% | +3,197+46.7% | 加碼 |
| Credit Suisse AG | 10,546 | $365.5 萬 | 0.00% | −2,398−18.5% | 減碼 |
| Royal Bank of Canada | 10,802 | $374.4 萬 | 0.00% | −90−0.8% | 減碼 |
| Alliancebernstein L.P. | 10,817 | $374.9 萬 | 0.00% | +432+4.2% | 加碼 |
| EAM Investors, LLC | 10,883 | $377.2 萬 | 0.68% | +10,883 | 新進 |
| Ancora Advisors, LLC | 11,094 | $384.5 萬 | 0.09% | −140−1.2% | 減碼 |
| Confluence Investment Management LLC | 13,462 | $466.6 萬 | 0.07% | −838−5.9% | 減碼 |
| Raymond James & Associates | 13,617 | $472.0 萬 | 0.00% | −2,182−13.8% | 減碼 |
| Putnam Investments LLC | 14,204 | $492.3 萬 | 0.01% | +101+0.7% | 加碼 |
| Allianz Asset Management GmbH | 15,000 | $519.9 萬 | 0.01% | +155+1.0% | 加碼 |