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。
2024 年第 1 季 13F 持有人
Cavco Industries, Inc. 在 2024/3/31 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
- 263
- 較 2023 年第 4 季 +6 家
- 持有股數
- 808.1 萬
- 較 2023 年第 4 季 +11.7 萬 (+1.5%)
- 總市值
- $32.2 億
- 較 2023 年第 4 季 +$4.64 億 (+16.8%)
- 新進機構
- 34
- 另有 75 家加碼
- 清倉機構
- 28
- 另有 117 家減碼
另有 2 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,272,401 | $5.08 億 | 0.01% | −13,982−1.1% | 減碼 |
| Vanguard Group Inc | 757,662 | $3.02 億 | 0.01% | −38,109−4.8% | 減碼 |
| Capital World Investors | 605,925 | $2.42 億 | 0.04% | +17,125+2.9% | 加碼 |
| Wellington Management Group LLP | 439,837 | $1.76 億 | 0.03% | +44,327+11.2% | 加碼 |
| Dimensional Fund Advisors LP | 411,637 | $1.64 億 | 0.04% | +3,193+0.8% | 加碼 |
| State Street Corp | 362,394 | $1.45 億 | 0.01% | +21,802+6.4% | 加碼 |
| Broad Bay Capital Management, LP | 275,000 | $1.10 億 | 14.23% | −33,000−10.7% | 減碼 |
| Pacer Advisors, Inc. | 209,134 | $8,346 萬 | 0.19% | +39,491+23.3% | 加碼 |
| GW&K Investment Management, LLC | 206,588 | $8,244 萬 | 0.73% | −3,555−1.7% | 減碼 |
| Geode Capital Management, LLC | 199,800 | $7,974 萬 | 0.01% | +3,446+1.8% | 加碼 |
| American Century Companies Inc | 197,185 | $7,869 萬 | 0.05% | −26,212−11.7% | 減碼 |
| Boston Trust Walden Corp | 194,505 | $7,762 萬 | 0.55% | −1,399−0.7% | 減碼 |
| Invesco Ltd. | 168,122 | $6,709 萬 | 0.01% | −4,006−2.3% | 減碼 |
| FMR LLC | 162,574 | $6,488 萬 | 0.00% | +84,619+108.5% | 加碼 |
| Gamco Investors, Inc. Et Al | 148,067 | $5,909 萬 | 0.60% | −17,410−10.5% | 減碼 |
| Price T Rowe Associates Inc | 110,832 | $4,423 萬 | 0.01% | −247−0.2% | 減碼 |
| Ameriprise Financial Inc | 110,767 | $4,420 萬 | 0.01% | +49,933+82.1% | 加碼 |
| Schroder Investment Management Group | 110,755 | $4,420 萬 | 0.05% | −19,762−15.1% | 減碼 |
| Charles Schwab Investment Management Inc | 100,654 | $4,017 萬 | 0.01% | +2,655+2.7% | 加碼 |
| Bank of New York Mellon Corp | 99,235 | $3,960 萬 | 0.01% | −11,311−10.2% | 減碼 |
| Handelsbanken Fonder AB | 92,586 | $3,695 萬 | 0.16% | 00.0% | 不變 |
| Northern Trust Corp | 89,299 | $3,564 萬 | 0.01% | −4,626−4.9% | 減碼 |
| Gabelli Funds LLC | 77,150 | $3,079 萬 | 0.23% | −11,710−13.2% | 減碼 |
| Morgan Stanley | 64,102 | $2,558 萬 | 0.00% | +699+1.1% | 加碼 |
| Cannell Capital LLC | 64,017 | $2,555 萬 | 5.74% | +12,066+23.2% | 加碼 |
| Fisher Asset Management, LLC | 62,489 | $2,494 萬 | 0.01% | −2,028−3.1% | 減碼 |
| Ashford Capital Management Inc | 58,180 | $2,322 萬 | 3.14% | +310+0.5% | 加碼 |
| Royce & Associates LP | 53,545 | $2,137 萬 | 0.19% | −1,205−2.2% | 減碼 |
| Norges Bank | 50,525 | $2,016 萬 | 0.00% | −10,229−16.8% | 減碼 |
| Kennedy Capital Management, Inc. | 48,031 | $1,917 萬 | 0.39% | +3,975+9.0% | 加碼 |
| Cerity Partners LLC | 47,673 | $1,902 萬 | 0.05% | +30,119+171.6% | 加碼 |
| Principal Financial Group Inc | 43,090 | $1,720 萬 | 0.01% | +1,111+2.6% | 加碼 |
| Robotti Robert | 42,883 | $1,711 萬 | 2.32% | +129+0.3% | 加碼 |
| Bessemer Group Inc | 34,252 | $1,367 萬 | 0.02% | +2,263+7.1% | 加碼 |
| Envestnet Asset Management Inc | 34,117 | $1,361 萬 | 0.01% | −49−0.1% | 減碼 |
| Jacobs Levy Equity Management, Inc | 29,517 | $1,178 萬 | 0.05% | −710−2.3% | 減碼 |
| Punch & Associates Investment Management, Inc. | 26,981 | $1,077 萬 | 0.61% | +3,049+12.7% | 加碼 |
| Nuveen Asset Management, LLC | 24,297 | $969.6 萬 | 0.00% | −1,053−4.2% | 減碼 |
| Rhumbline Advisers | 24,020 | $958.5 萬 | 0.01% | −449−1.8% | 減碼 |
| Assenagon Asset Management S.A. | 23,594 | $941.5 萬 | 0.02% | +22,603+2,280.8% | 加碼 |
| Osterweis Capital Management Inc | 23,356 | $932.0 萬 | 0.55% | −1,016−4.2% | 減碼 |
| Legal & General Group Plc | 21,979 | $877.1 萬 | 0.00% | +13+0.1% | 加碼 |
| EULAV Asset Management | 20,800 | $830.0 萬 | 0.23% | 00.0% | 不變 |
| JPMorgan Chase & Co | 20,551 | $820.1 萬 | 0.00% | +1,138+5.9% | 加碼 |
| First Sabrepoint Capital Management LP | 20,000 | $798.1 萬 | 3.55% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 19,714 | $786.7 萬 | 0.00% | +1,871+10.5% | 加碼 |
| UBS Group AG | 19,168 | $764.9 萬 | 0.00% | −9,338−32.8% | 減碼 |
| AYAL Capital Advisors Ltd | 18,500 | $738.3 萬 | 5.30% | +3,000+19.4% | 加碼 |
| Neumeier Poma Investment Counsel LLC | 18,050 | $720.3 萬 | 0.66% | −3,445−16.0% | 減碼 |
| Bank of America Corp | 18,009 | $718.7 萬 | 0.00% | −4,219−19.0% | 減碼 |
| Robeco Schweiz AG | 18,000 | $718.3 萬 | 0.13% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 16,785 | $669.8 萬 | 0.01% | −4,023−19.3% | 減碼 |
| Aviance Capital Partners, LLC | 16,090 | $642.1 萬 | 0.95% | +469+3.0% | 加碼 |
| Truist Financial Corp | 15,952 | $636.6 萬 | 0.01% | −27−0.2% | 減碼 |
| Public Sector Pension Investment Board | 15,920 | $635.3 萬 | 0.05% | −150−0.9% | 減碼 |
| Ballast Asset Management, LP | 15,449 | $616.5 萬 | 3.34% | +5,409+53.9% | 加碼 |
| CI Private Wealth, LLC | 15,237 | $608.0 萬 | 0.01% | −147−1.0% | 減碼 |
| Allianz Asset Management GmbH | 14,808 | $590.9 萬 | 0.01% | −192−1.3% | 減碼 |
| Swiss National Bank | 14,800 | $590.6 萬 | 0.00% | −600−3.9% | 減碼 |
| Barclays PLC | 14,435 | $576.0 萬 | 0.00% | −6,760−31.9% | 減碼 |
| SEI Investments Co | 14,241 | $568.3 萬 | 0.01% | −2,151−13.1% | 減碼 |
| Millennium Management LLC | 13,469 | $537.5 萬 | 0.00% | −25,250−65.2% | 減碼 |
| Nicholas Investment Partners, LP | 13,358 | $533.1 萬 | 0.55% | +6,638+98.8% | 加碼 |
| Raymond James & Associates | 12,635 | $504.2 萬 | 0.00% | −982−7.2% | 減碼 |
| Quantedge Capital Pte Ltd | 12,400 | $494.8 萬 | 2.08% | +12,400 | 新進 |
| First Eagle Investment Management, LLC | 12,328 | $492.0 萬 | 0.01% | +2,760+28.8% | 加碼 |
| Confluence Investment Management LLC | 11,726 | $467.9 萬 | 0.06% | −1,736−12.9% | 減碼 |
| Credit Suisse AG | 11,545 | $460.7 萬 | 0.00% | +999+9.5% | 加碼 |
| Deutsche Bank AG | 11,480 | $458.1 萬 | 0.00% | +4,963+76.2% | 加碼 |
| Franklin Resources Inc | 11,450 | $456.9 萬 | 0.00% | +9,308+434.5% | 加碼 |
| First Trust Advisors LP | 11,066 | $441.6 萬 | 0.00% | +3,789+52.1% | 加碼 |
| EAM Investors, LLC | 11,050 | $441.0 萬 | 0.70% | +167+1.5% | 加碼 |
| Ancora Advisors, LLC | 11,012 | $439.4 萬 | 0.10% | −82−0.7% | 減碼 |
| BNP Paribas Arbitrage, SA | 10,355 | $413.2 萬 | 0.01% | +1,164+12.7% | 加碼 |
| Alliancebernstein L.P. | 10,225 | $408.0 萬 | 0.00% | −592−5.5% | 減碼 |
| Watchman Group, Inc. | 9,713 | $387.6 萬 | 1.17% | +63+0.7% | 加碼 |
| Prudential Financial Inc | 9,608 | $383.4 萬 | 0.01% | −310−3.1% | 減碼 |
| Citigroup Inc | 9,433 | $376.4 萬 | 0.00% | +1,081+12.9% | 加碼 |
| Royal Bank of Canada | 9,086 | $362.6 萬 | 0.00% | −1,716−15.9% | 減碼 |
| Russell Investments Group, Ltd. | 9,058 | $361.5 萬 | 0.01% | +224+2.5% | 加碼 |
| Jane Street Group, LLC | 8,785 | $350.6 萬 | 0.00% | +4,865+124.1% | 加碼 |
| Holocene Advisors, LP | 8,746 | $349.0 萬 | 0.01% | +2,371+37.2% | 加碼 |
| Canada Pension Plan Investment Board | 8,100 | $323.2 萬 | 0.00% | +8,100 | 新進 |
| Prelude Capital Management, LLC | 8,094 | $323.0 萬 | 0.22% | +803+11.0% | 加碼 |
| Marks Group Wealth Management, Inc | 7,916 | $315.9 萬 | 0.33% | +136+1.7% | 加碼 |
| Victory Capital Management Inc | 7,693 | $307.0 萬 | 0.00% | −403−5.0% | 減碼 |
| State of New Jersey Common Pension Fund D | 7,614 | $303.8 萬 | 0.01% | −1,021−11.8% | 減碼 |
| California State Teachers Retirement System | 7,598 | $303.2 萬 | 0.00% | −800−9.5% | 減碼 |
| Qube Research & Technologies Ltd | 7,521 | $300.1 萬 | 0.01% | +1,174+18.5% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 7,091 | $283.0 萬 | 0.03% | +4,333+157.1% | 加碼 |
| Thrivent Financial for Lutherans | 6,898 | $275.3 萬 | 0.01% | −10.0% | 減碼 |
| Texas Permanent School Fund | 6,794 | $271.1 萬 | 0.02% | +106+1.6% | 加碼 |
| Great West Life Assurance Co | 6,775 | $269.7 萬 | 0.01% | +437+6.9% | 加碼 |
| UBS Asset Management Americas Inc | 6,610 | $263.8 萬 | 0.00% | −23−0.3% | 減碼 |
| PDT Partners, LLC | 6,577 | $262.5 萬 | 0.25% | +2,750+71.9% | 加碼 |
| Janus Henderson Group PLC | 6,302 | $251.4 萬 | 0.00% | +190+3.1% | 加碼 |
| Brinker Capital Investments, LLC | 6,268 | $250.1 萬 | 0.03% | −385−5.8% | 減碼 |
| Orion Portfolio Solutions, LLC | 6,268 | $250.1 萬 | 0.03% | −385−5.8% | 減碼 |
| Renaissance Technologies LLC | 6,146 | $245.3 萬 | 0.00% | −1,300−17.5% | 減碼 |
| TD Asset Management Inc | 6,100 | $243.4 萬 | 0.00% | 00.0% | 不變 |