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 |
|---|---|---|---|---|---|
| Nicholas Investment Partners, LP | 13,358 | $533.1 萬 | 0.55% | +6,638+98.8% | 加碼 |
| Millennium Management LLC | 13,469 | $537.5 萬 | 0.00% | −25,250−65.2% | 減碼 |
| SEI Investments Co | 14,241 | $568.3 萬 | 0.01% | −2,151−13.1% | 減碼 |
| Barclays PLC | 14,435 | $576.0 萬 | 0.00% | −6,760−31.9% | 減碼 |
| Swiss National Bank | 14,800 | $590.6 萬 | 0.00% | −600−3.9% | 減碼 |
| Allianz Asset Management GmbH | 14,808 | $590.9 萬 | 0.01% | −192−1.3% | 減碼 |
| CI Private Wealth, LLC | 15,237 | $608.0 萬 | 0.01% | −147−1.0% | 減碼 |
| Ballast Asset Management, LP | 15,449 | $616.5 萬 | 3.34% | +5,409+53.9% | 加碼 |
| Public Sector Pension Investment Board | 15,920 | $635.3 萬 | 0.05% | −150−0.9% | 減碼 |
| Truist Financial Corp | 15,952 | $636.6 萬 | 0.01% | −27−0.2% | 減碼 |
| Aviance Capital Partners, LLC | 16,090 | $642.1 萬 | 0.95% | +469+3.0% | 加碼 |
| Allspring Global Investments Holdings, LLC | 16,785 | $669.8 萬 | 0.01% | −4,023−19.3% | 減碼 |
| Robeco Schweiz AG | 18,000 | $718.3 萬 | 0.13% | 00.0% | 不變 |
| Bank of America Corp | 18,009 | $718.7 萬 | 0.00% | −4,219−19.0% | 減碼 |
| Neumeier Poma Investment Counsel LLC | 18,050 | $720.3 萬 | 0.66% | −3,445−16.0% | 減碼 |
| AYAL Capital Advisors Ltd | 18,500 | $738.3 萬 | 5.30% | +3,000+19.4% | 加碼 |
| UBS Group AG | 19,168 | $764.9 萬 | 0.00% | −9,338−32.8% | 減碼 |
| Goldman Sachs Group Inc | 19,714 | $786.7 萬 | 0.00% | +1,871+10.5% | 加碼 |
| First Sabrepoint Capital Management LP | 20,000 | $798.1 萬 | 3.55% | 00.0% | 不變 |
| JPMorgan Chase & Co | 20,551 | $820.1 萬 | 0.00% | +1,138+5.9% | 加碼 |
| EULAV Asset Management | 20,800 | $830.0 萬 | 0.23% | 00.0% | 不變 |
| Legal & General Group Plc | 21,979 | $877.1 萬 | 0.00% | +13+0.1% | 加碼 |
| Osterweis Capital Management Inc | 23,356 | $932.0 萬 | 0.55% | −1,016−4.2% | 減碼 |
| Assenagon Asset Management S.A. | 23,594 | $941.5 萬 | 0.02% | +22,603+2,280.8% | 加碼 |
| Rhumbline Advisers | 24,020 | $958.5 萬 | 0.01% | −449−1.8% | 減碼 |
| Nuveen Asset Management, LLC | 24,297 | $969.6 萬 | 0.00% | −1,053−4.2% | 減碼 |
| Punch & Associates Investment Management, Inc. | 26,981 | $1,077 萬 | 0.61% | +3,049+12.7% | 加碼 |
| Jacobs Levy Equity Management, Inc | 29,517 | $1,178 萬 | 0.05% | −710−2.3% | 減碼 |
| Envestnet Asset Management Inc | 34,117 | $1,361 萬 | 0.01% | −49−0.1% | 減碼 |
| Bessemer Group Inc | 34,252 | $1,367 萬 | 0.02% | +2,263+7.1% | 加碼 |
| Robotti Robert | 42,883 | $1,711 萬 | 2.32% | +129+0.3% | 加碼 |
| Principal Financial Group Inc | 43,090 | $1,720 萬 | 0.01% | +1,111+2.6% | 加碼 |
| Cerity Partners LLC | 47,673 | $1,902 萬 | 0.05% | +30,119+171.6% | 加碼 |
| Kennedy Capital Management, Inc. | 48,031 | $1,917 萬 | 0.39% | +3,975+9.0% | 加碼 |
| Norges Bank | 50,525 | $2,016 萬 | 0.00% | −10,229−16.8% | 減碼 |
| Royce & Associates LP | 53,545 | $2,137 萬 | 0.19% | −1,205−2.2% | 減碼 |
| Ashford Capital Management Inc | 58,180 | $2,322 萬 | 3.14% | +310+0.5% | 加碼 |
| Fisher Asset Management, LLC | 62,489 | $2,494 萬 | 0.01% | −2,028−3.1% | 減碼 |
| Cannell Capital LLC | 64,017 | $2,555 萬 | 5.74% | +12,066+23.2% | 加碼 |
| Morgan Stanley | 64,102 | $2,558 萬 | 0.00% | +699+1.1% | 加碼 |
| Gabelli Funds LLC | 77,150 | $3,079 萬 | 0.23% | −11,710−13.2% | 減碼 |
| Northern Trust Corp | 89,299 | $3,564 萬 | 0.01% | −4,626−4.9% | 減碼 |
| Handelsbanken Fonder AB | 92,586 | $3,695 萬 | 0.16% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 99,235 | $3,960 萬 | 0.01% | −11,311−10.2% | 減碼 |
| Charles Schwab Investment Management Inc | 100,654 | $4,017 萬 | 0.01% | +2,655+2.7% | 加碼 |
| Schroder Investment Management Group | 110,755 | $4,420 萬 | 0.05% | −19,762−15.1% | 減碼 |
| Ameriprise Financial Inc | 110,767 | $4,420 萬 | 0.01% | +49,933+82.1% | 加碼 |
| Price T Rowe Associates Inc | 110,832 | $4,423 萬 | 0.01% | −247−0.2% | 減碼 |
| Gamco Investors, Inc. Et Al | 148,067 | $5,909 萬 | 0.60% | −17,410−10.5% | 減碼 |
| FMR LLC | 162,574 | $6,488 萬 | 0.00% | +84,619+108.5% | 加碼 |
| Invesco Ltd. | 168,122 | $6,709 萬 | 0.01% | −4,006−2.3% | 減碼 |
| Boston Trust Walden Corp | 194,505 | $7,762 萬 | 0.55% | −1,399−0.7% | 減碼 |
| American Century Companies Inc | 197,185 | $7,869 萬 | 0.05% | −26,212−11.7% | 減碼 |
| Geode Capital Management, LLC | 199,800 | $7,974 萬 | 0.01% | +3,446+1.8% | 加碼 |
| GW&K Investment Management, LLC | 206,588 | $8,244 萬 | 0.73% | −3,555−1.7% | 減碼 |
| Pacer Advisors, Inc. | 209,134 | $8,346 萬 | 0.19% | +39,491+23.3% | 加碼 |
| Broad Bay Capital Management, LP | 275,000 | $1.10 億 | 14.23% | −33,000−10.7% | 減碼 |
| State Street Corp | 362,394 | $1.45 億 | 0.01% | +21,802+6.4% | 加碼 |
| Dimensional Fund Advisors LP | 411,637 | $1.64 億 | 0.04% | +3,193+0.8% | 加碼 |
| Wellington Management Group LLP | 439,837 | $1.76 億 | 0.03% | +44,327+11.2% | 加碼 |
| Capital World Investors | 605,925 | $2.42 億 | 0.04% | +17,125+2.9% | 加碼 |
| Vanguard Group Inc | 757,662 | $3.02 億 | 0.01% | −38,109−4.8% | 減碼 |
| BlackRock Inc. | 1,272,401 | $5.08 億 | 0.01% | −13,982−1.1% | 減碼 |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −7,778−100.0% | 清倉 |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −7,276−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −5,374−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −4,955−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −1,543−100.0% | 清倉 |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −1,379−100.0% | 清倉 |
| Alps Advisors Inc | 0 | $0 | 0.00% | −1,160−100.0% | 清倉 |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −1,096−100.0% | 清倉 |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −1,085−100.0% | 清倉 |
| Guidance Capital, Inc | 0 | $0 | 0.00% | −985−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −836−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −738−100.0% | 清倉 |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −670−100.0% | 清倉 |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −658−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −604−100.0% | 清倉 |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −604−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −589−100.0% | 清倉 |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −220−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −160−100.0% | 清倉 |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −107−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −98−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −90−100.0% | 清倉 |
| Lee Financial Co | 0 | $0 | 0.00% | −69−100.0% | 清倉 |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Bokf, NA | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Putnam Investments LLC | – | – | – | – | 本季未申報 |
| Live Oak Investment Partners | – | – | – | – | 本季未申報 |