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 |
|---|---|---|---|---|---|
| CI Private Wealth, LLC | 15,384 | $533.2 萬 | 0.01% | −1,474−8.7% | 減碼 |
| Swiss National Bank | 15,400 | $533.8 萬 | 0.00% | −1,800−10.5% | 減碼 |
| AYAL Capital Advisors Ltd | 15,500 | $537.3 萬 | 4.20% | +15,500 | 新進 |
| Aviance Capital Partners, LLC | 15,621 | $541.5 萬 | 1.16% | −860−5.2% | 減碼 |
| Truist Financial Corp | 15,979 | $553.9 萬 | 0.01% | +571+3.7% | 加碼 |
| Public Sector Pension Investment Board | 16,070 | $557.0 萬 | 0.04% | +6,096+61.1% | 加碼 |
| SEI Investments Co | 16,392 | $568.2 萬 | 0.01% | +1,413+9.4% | 加碼 |
| Cerity Partners LLC | 17,554 | $608.5 萬 | 0.02% | +17,554 | 新進 |
| Goldman Sachs Group Inc | 17,843 | $618.5 萬 | 0.00% | +2,495+16.3% | 加碼 |
| Robeco Schweiz AG | 18,000 | $623.9 萬 | 0.10% | −1,600−8.2% | 減碼 |
| JPMorgan Chase & Co | 19,413 | $672.9 萬 | 0.00% | +4,061+26.5% | 加碼 |
| First Sabrepoint Capital Management LP | 20,000 | $693.2 萬 | 3.15% | +20,000 | 新進 |
| EULAV Asset Management | 20,800 | $721.0 萬 | 0.22% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 20,808 | $721.2 萬 | 0.01% | −1,326−6.0% | 減碼 |
| Barclays PLC | 21,195 | $734.7 萬 | 0.00% | +9,347+78.9% | 加碼 |
| Neumeier Poma Investment Counsel LLC | 21,495 | $745.1 萬 | 0.66% | −35,085−62.0% | 減碼 |
| Legal & General Group Plc | 21,966 | $761.4 萬 | 0.00% | −707−3.1% | 減碼 |
| Bank of America Corp | 22,228 | $770.5 萬 | 0.00% | +1,908+9.4% | 加碼 |
| Punch & Associates Investment Management, Inc. | 23,932 | $829.5 萬 | 0.49% | +288+1.2% | 加碼 |
| Osterweis Capital Management Inc | 24,372 | $844.8 萬 | 0.54% | +5,004+25.8% | 加碼 |
| Rhumbline Advisers | 24,469 | $848.1 萬 | 0.01% | −758−3.0% | 減碼 |
| Nuveen Asset Management, LLC | 25,350 | $878.7 萬 | 0.00% | +477+1.9% | 加碼 |
| UBS Group AG | 28,506 | $988.1 萬 | 0.00% | +5,726+25.1% | 加碼 |
| Jacobs Levy Equity Management, Inc | 30,227 | $1,048 萬 | 0.05% | −2,742−8.3% | 減碼 |
| Bessemer Group Inc | 31,989 | $1,109 萬 | 0.02% | +31,980+355,333.3% | 加碼 |
| Envestnet Asset Management Inc | 34,166 | $1,184 萬 | 0.00% | +136+0.4% | 加碼 |
| Millennium Management LLC | 38,719 | $1,342 萬 | 0.01% | −51,831−57.2% | 減碼 |
| Principal Financial Group Inc | 41,979 | $1,455 萬 | 0.01% | −2,465−5.5% | 減碼 |
| Robotti Robert | 42,754 | $1,482 萬 | 2.13% | −8,830−17.1% | 減碼 |
| Kennedy Capital Management, Inc. | 44,056 | $1,527 萬 | 0.33% | −5,985−12.0% | 減碼 |
| Cannell Capital LLC | 51,951 | $1,801 萬 | 4.02% | −14,465−21.8% | 減碼 |
| Royce & Associates LP | 54,750 | $1,898 萬 | 0.18% | +131+0.2% | 加碼 |
| Ashford Capital Management Inc | 57,870 | $2,006 萬 | 2.69% | −4,920−7.8% | 減碼 |
| Norges Bank | 60,754 | $2,106 萬 | 0.00% | −6,377−9.5% | 減碼 |
| Ameriprise Financial Inc | 60,834 | $2,109 萬 | 0.01% | −149−0.2% | 減碼 |
| Morgan Stanley | 63,403 | $2,198 萬 | 0.00% | +9,035+16.6% | 加碼 |
| Fisher Asset Management, LLC | 64,517 | $2,236 萬 | 0.01% | −4,640−6.7% | 減碼 |
| FMR LLC | 77,955 | $2,702 萬 | 0.00% | +43,472+126.1% | 加碼 |
| Gabelli Funds LLC | 88,860 | $3,080 萬 | 0.24% | −8,190−8.4% | 減碼 |
| Handelsbanken Fonder AB | 92,586 | $3,209 萬 | 0.16% | −9,400−9.2% | 減碼 |
| Northern Trust Corp | 93,925 | $3,256 萬 | 0.01% | −4,564−4.6% | 減碼 |
| Charles Schwab Investment Management Inc | 97,999 | $3,397 萬 | 0.01% | +224+0.2% | 加碼 |
| Bank of New York Mellon Corp | 110,546 | $3,832 萬 | 0.01% | −13,267−10.7% | 減碼 |
| Price T Rowe Associates Inc | 111,079 | $3,850 萬 | 0.01% | +488+0.4% | 加碼 |
| Schroder Investment Management Group | 130,517 | $4,524 萬 | 0.06% | −6,351−4.6% | 減碼 |
| Gamco Investors, Inc. Et Al | 165,477 | $5,736 萬 | 0.61% | −15,880−8.8% | 減碼 |
| Pacer Advisors, Inc. | 169,643 | $5,880 萬 | 0.17% | +46,726+38.0% | 加碼 |
| Invesco Ltd. | 172,128 | $5,966 萬 | 0.01% | −2,469−1.4% | 減碼 |
| Boston Trust Walden Corp | 195,904 | $6,790 萬 | 0.51% | +27,087+16.0% | 加碼 |
| Geode Capital Management, LLC | 196,354 | $6,807 萬 | 0.01% | +5,867+3.1% | 加碼 |
| GW&K Investment Management, LLC | 210,143 | $7,284 萬 | 0.68% | −8,231−3.8% | 減碼 |
| American Century Companies Inc | 223,397 | $7,743 萬 | 0.05% | +15,241+7.3% | 加碼 |
| Broad Bay Capital Management, LP | 308,000 | $1.07 億 | 13.42% | −52,861−14.6% | 減碼 |
| State Street Corp | 340,592 | $1.18 億 | 0.01% | +11,296+3.4% | 加碼 |
| Wellington Management Group LLP | 395,510 | $1.37 億 | 0.03% | −1,759−0.4% | 減碼 |
| Dimensional Fund Advisors LP | 408,444 | $1.42 億 | 0.04% | −1,138−0.3% | 減碼 |
| Capital World Investors | 588,800 | $2.04 億 | 0.04% | 00.0% | 不變 |
| Vanguard Group Inc | 795,771 | $2.76 億 | 0.01% | −47,285−5.6% | 減碼 |
| BlackRock Inc. | 1,286,383 | $4.46 億 | 0.01% | −4,598−0.4% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −136,257−100.0% | 清倉 |
| Clark Estates Inc | 0 | $0 | 0.00% | −11,000−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −6,419−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,955−100.0% | 清倉 |
| Roundview Capital LLC | 0 | $0 | 0.00% | −2,468−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −2,251−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,126−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −2,016−100.0% | 清倉 |
| Handelsinvest Investeringsforvaltning | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −1,956−100.0% | 清倉 |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −1,705−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −1,613−100.0% | 清倉 |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −1,554−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −1,273−100.0% | 清倉 |
| Hunter Perkins Capital Management, LLC | 0 | $0 | 0.00% | −1,165−100.0% | 清倉 |
| Cornerstone Wealth Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Atom Investors LP | 0 | $0 | 0.00% | −974−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −852−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −826−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −617−100.0% | 清倉 |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −122−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −120−100.0% | 清倉 |
| Headinvest, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −29−100.0% | 清倉 |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −26−100.0% | 清倉 |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Virginia Retirement Systems Et Al | – | – | – | – | 本季未申報 |
| First Republic Investment Management, Inc. | – | – | – | – | 本季未申報 |
| KB Financial Partners, LLC | – | – | – | – | 本季未申報 |
| Pathstone Family Office, LLC | – | – | – | – | 本季未申報 |
| Steward Financial Group LLC | – | – | – | – | 本季未申報 |