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 2 季 13F 持有人
Cavco Industries, Inc. 在 2024/6/30 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
- 272
- 較 2024 年第 1 季 +11 家
- 持有股數
- 783.7 萬
- 較 2024 年第 1 季 −23.3 萬 (−2.9%)
- 總市值
- $27.1 億
- 較 2024 年第 1 季 −$5.07 億 (−15.7%)
- 新進機構
- 40
- 另有 92 家加碼
- 清倉機構
- 29
- 另有 98 家減碼
另有 2 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Ancora Advisors, LLC | 10,980 | $380.1 萬 | 0.09% | −32−0.3% | 減碼 |
| First Eagle Investment Management, LLC | 11,428 | $395.6 萬 | 0.01% | −900−7.3% | 減碼 |
| Franklin Resources Inc | 11,436 | $395.9 萬 | 0.00% | −14−0.1% | 減碼 |
| Edgestream Partners, L.P. | 12,262 | $424.5 萬 | 0.20% | +12,262 | 新進 |
| Bank of America Corp | 12,862 | $445.2 萬 | 0.00% | −5,147−28.6% | 減碼 |
| CI Private Wealth, LLC | 12,990 | $449.7 萬 | 0.01% | −2,247−14.7% | 減碼 |
| Raymond James & Associates | 13,138 | $454.8 萬 | 0.00% | +503+4.0% | 加碼 |
| Truist Financial Corp | 13,258 | $459.0 萬 | 0.01% | −2,694−16.9% | 減碼 |
| Nicholas Investment Partners, LP | 13,491 | $467.0 萬 | 0.48% | +133+1.0% | 加碼 |
| SEI Investments Co | 13,571 | $469.8 萬 | 0.01% | −670−4.7% | 減碼 |
| Jane Street Group, LLC | 14,466 | $500.8 萬 | 0.01% | +5,681+64.7% | 加碼 |
| Allianz Asset Management GmbH | 14,526 | $502.8 萬 | 0.01% | −282−1.9% | 減碼 |
| UBS Asset Management Americas Inc | 14,662 | $507.6 萬 | 0.00% | +8,052+121.8% | 加碼 |
| First Sabrepoint Capital Management LP | 14,700 | $508.9 萬 | 2.15% | −5,300−26.5% | 減碼 |
| Swiss National Bank | 14,800 | $512.3 萬 | 0.00% | 00.0% | 不變 |
| Citadel Advisors LLC | 15,163 | $524.9 萬 | 0.01% | +11,165+279.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 15,222 | $526.9 萬 | 0.01% | −1,563−9.3% | 減碼 |
| Ballast Asset Management, LP | 16,457 | $569.7 萬 | 3.09% | +1,008+6.5% | 加碼 |
| Public Sector Pension Investment Board | 17,031 | $589.6 萬 | 0.04% | +1,111+7.0% | 加碼 |
| Deutsche Bank AG | 17,069 | $590.9 萬 | 0.00% | +5,589+48.7% | 加碼 |
| Aviance Capital Partners, LLC | 17,194 | $595.2 萬 | 0.85% | +1,104+6.9% | 加碼 |
| Neumeier Poma Investment Counsel LLC | 17,585 | $608.7 萬 | 0.56% | −465−2.6% | 減碼 |
| UBS Group AG | 17,671 | $611.7 萬 | 0.00% | −1,497−7.8% | 減碼 |
| Robeco Schweiz AG | 18,000 | $623.1 萬 | 0.12% | 00.0% | 不變 |
| Quantedge Capital Pte Ltd | 19,200 | $664.6 萬 | 2.40% | +6,800+54.8% | 加碼 |
| EULAV Asset Management | 20,800 | $720.0 萬 | 0.19% | 00.0% | 不變 |
| Legal & General Group Plc | 21,367 | $739.7 萬 | 0.00% | −612−2.8% | 減碼 |
| JPMorgan Chase & Co | 23,107 | $799.9 萬 | 0.00% | +2,556+12.4% | 加碼 |
| Rhumbline Advisers | 23,874 | $826.4 萬 | 0.01% | −146−0.6% | 減碼 |
| Cerity Partners LLC | 24,464 | $846.9 萬 | 0.02% | −23,209−48.7% | 減碼 |
| Nuveen Asset Management, LLC | 24,724 | $855.9 萬 | 0.00% | +427+1.8% | 加碼 |
| Qube Research & Technologies Ltd | 24,965 | $864.2 萬 | 0.02% | +17,444+231.9% | 加碼 |
| Goldman Sachs Group Inc | 27,939 | $967.2 萬 | 0.00% | +8,225+41.7% | 加碼 |
| Osterweis Capital Management Inc | 29,272 | $1,013 萬 | 0.52% | +5,916+25.3% | 加碼 |
| AYAL Capital Advisors Ltd | 29,861 | $1,034 萬 | 6.56% | +11,361+61.4% | 加碼 |
| Envestnet Asset Management Inc | 34,448 | $1,192 萬 | 0.00% | +331+1.0% | 加碼 |
| SG Capital Management LLC | 35,385 | $1,225 萬 | 2.07% | +35,385 | 新進 |
| Kennedy Capital Management, Inc. | 39,420 | $1,365 萬 | 0.29% | −8,611−17.9% | 減碼 |
| Norges Bank | 40,666 | $1,408 萬 | 0.00% | −9,859−19.5% | 減碼 |
| Punch & Associates Investment Management, Inc. | 40,966 | $1,418 萬 | 0.84% | +13,985+51.8% | 加碼 |
| Principal Financial Group Inc | 41,738 | $1,445 萬 | 0.01% | −1,352−3.1% | 減碼 |
| Robotti Robert | 42,935 | $1,486 萬 | 2.33% | +52+0.1% | 加碼 |
| Bessemer Group Inc | 47,037 | $1,628 萬 | 0.03% | +12,785+37.3% | 加碼 |
| Jacobs Levy Equity Management, Inc | 47,957 | $1,660 萬 | 0.07% | +18,440+62.5% | 加碼 |
| Royce & Associates LP | 51,846 | $1,795 萬 | 0.17% | −1,699−3.2% | 減碼 |
| Morgan Stanley | 55,588 | $1,924 萬 | 0.00% | −8,514−13.3% | 減碼 |
| Handelsbanken Fonder AB | 57,186 | $1,980 萬 | 0.09% | −35,400−38.2% | 減碼 |
| Ashford Capital Management Inc | 58,100 | $2,011 萬 | 2.72% | −80−0.1% | 減碼 |
| Cannell Capital LLC | 64,037 | $2,217 萬 | 5.30% | +200.0% | 加碼 |
| Fisher Asset Management, LLC | 65,867 | $2,280 萬 | 0.01% | +3,378+5.4% | 加碼 |
| Gabelli Funds LLC | 74,920 | $2,594 萬 | 0.20% | −2,230−2.9% | 減碼 |
| Northern Trust Corp | 81,884 | $2,835 萬 | 0.00% | −7,415−8.3% | 減碼 |
| Bank of New York Mellon Corp | 92,834 | $3,214 萬 | 0.01% | −6,401−6.5% | 減碼 |
| Charles Schwab Investment Management Inc | 103,518 | $3,583 萬 | 0.01% | +2,864+2.8% | 加碼 |
| Price T Rowe Associates Inc | 107,948 | $3,737 萬 | 0.00% | −2,884−2.6% | 減碼 |
| Ameriprise Financial Inc | 108,527 | $3,757 萬 | 0.01% | −2,240−2.0% | 減碼 |
| Schroder Investment Management Group | 110,490 | $3,825 萬 | 0.04% | −265−0.2% | 減碼 |
| FMR LLC | 126,615 | $4,383 萬 | 0.00% | −35,959−22.1% | 減碼 |
| Gamco Investors, Inc. Et Al | 140,967 | $4,880 萬 | 0.53% | −7,100−4.8% | 減碼 |
| Invesco Ltd. | 145,872 | $5,050 萬 | 0.01% | −22,250−13.2% | 減碼 |
| American Century Companies Inc | 194,274 | $6,725 萬 | 0.04% | −2,911−1.5% | 減碼 |
| Boston Trust Walden Corp | 196,046 | $6,787 萬 | 0.50% | +1,541+0.8% | 加碼 |
| Pacer Advisors, Inc. | 203,662 | $7,050 萬 | 0.16% | −5,472−2.6% | 減碼 |
| GW&K Investment Management, LLC | 209,981 | $7,269 萬 | 0.66% | +3,393+1.6% | 加碼 |
| Geode Capital Management, LLC | 211,562 | $7,325 萬 | 0.01% | +11,762+5.9% | 加碼 |
| Broad Bay Capital Management, LP | 215,326 | $7,454 萬 | 10.19% | −59,674−21.7% | 減碼 |
| Wellington Management Group LLP | 287,109 | $9,939 萬 | 0.02% | −152,728−34.7% | 減碼 |
| Dimensional Fund Advisors LP | 402,335 | $1.39 億 | 0.04% | −9,302−2.3% | 減碼 |
| State Street Corp | 410,883 | $1.42 億 | 0.01% | +48,489+13.4% | 加碼 |
| Capital World Investors | 605,925 | $2.10 億 | 0.03% | 00.0% | 不變 |
| Vanguard Group Inc | 741,000 | $2.57 億 | 0.00% | −16,662−2.2% | 減碼 |
| BlackRock Inc. | 1,247,002 | $4.32 億 | 0.01% | −25,399−2.0% | 減碼 |
| EAM Investors, LLC | 0 | $0 | 0.00% | −11,050−100.0% | 清倉 |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −6,794−100.0% | 清倉 |
| American International Group, Inc. | 0 | $0 | 0.00% | −4,492−100.0% | 清倉 |
| Summit Global Investments | 0 | $0 | 0.00% | −3,406−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,923−100.0% | 清倉 |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −1,923−100.0% | 清倉 |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −1,972−100.0% | 清倉 |
| Empirical Finance, LLC | 0 | $0 | 0.00% | −1,505−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −1,276−100.0% | 清倉 |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −997−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −913−100.0% | 清倉 |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −878−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −698−100.0% | 清倉 |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −620−100.0% | 清倉 |
| Teton Advisors, Inc. | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −548−100.0% | 清倉 |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −543−100.0% | 清倉 |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −541−100.0% | 清倉 |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −527−100.0% | 清倉 |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −523−100.0% | 清倉 |
| Xponance, Inc. | 0 | $0 | 0.00% | −510−100.0% | 清倉 |
| Wintrust Investments LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −441−100.0% | 清倉 |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −81−100.0% | 清倉 |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |