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 3 季 13F 持有人
Cavco Industries, Inc. 在 2024/9/30 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
- 293
- 較 2024 年第 2 季 +22 家
- 持有股數
- 776.0 萬
- 較 2024 年第 2 季 +117.0 萬 (+17.8%)
- 總市值
- $33.2 億
- 較 2024 年第 2 季 +$10.4 億 (+45.7%)
- 新進機構
- 48
- 另有 99 家加碼
- 清倉機構
- 26
- 另有 104 家減碼
另有 1 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,306,471 | $5.59 億 | 0.01% | +1,306,471 | 新進 |
| Vanguard Group Inc | 735,898 | $3.15 億 | 0.01% | −5,102−0.7% | 減碼 |
| Capital World Investors | 638,966 | $2.74 億 | 0.04% | +33,041+5.5% | 加碼 |
| State Street Corp | 404,634 | $1.73 億 | 0.01% | −6,249−1.5% | 減碼 |
| Dimensional Fund Advisors LP | 378,976 | $1.62 億 | 0.04% | −23,359−5.8% | 減碼 |
| Wellington Management Group LLP | 252,023 | $1.08 億 | 0.02% | −35,086−12.2% | 減碼 |
| Geode Capital Management, LLC | 224,384 | $9,611 萬 | 0.01% | +12,822+6.1% | 加碼 |
| Boston Trust Walden Corp | 193,281 | $8,277 萬 | 0.58% | −2,765−1.4% | 減碼 |
| GW&K Investment Management, LLC | 186,784 | $7,999 萬 | 0.68% | −23,197−11.0% | 減碼 |
| Broad Bay Capital Management, LP | 180,176 | $7,716 萬 | 10.60% | −35,150−16.3% | 減碼 |
| Invesco Ltd. | 153,727 | $6,583 萬 | 0.01% | +7,855+5.4% | 加碼 |
| FMR LLC | 135,444 | $5,800 萬 | 0.00% | +8,829+7.0% | 加碼 |
| Gamco Investors, Inc. Et Al | 129,437 | $5,543 萬 | 0.57% | −11,530−8.2% | 減碼 |
| Schroder Investment Management Group | 113,230 | $4,889 萬 | 0.05% | +2,740+2.5% | 加碼 |
| Charles Schwab Investment Management Inc | 109,453 | $4,687 萬 | 0.01% | +5,935+5.7% | 加碼 |
| Price T Rowe Associates Inc | 105,067 | $4,500 萬 | 0.01% | −2,881−2.7% | 減碼 |
| Ameriprise Financial Inc | 102,787 | $4,402 萬 | 0.01% | −5,740−5.3% | 減碼 |
| Morgan Stanley | 88,051 | $3,771 萬 | 0.00% | +32,463+58.4% | 加碼 |
| Bank of New York Mellon Corp | 85,697 | $3,670 萬 | 0.01% | −7,137−7.7% | 減碼 |
| Northern Trust Corp | 83,746 | $3,586 萬 | 0.01% | +1,862+2.3% | 加碼 |
| SG Capital Management LLC | 82,481 | $3,532 萬 | 5.11% | +47,096+133.1% | 加碼 |
| Fisher Asset Management, LLC | 71,487 | $3,061 萬 | 0.01% | +5,620+8.5% | 加碼 |
| Gabelli Funds LLC | 69,700 | $2,985 萬 | 0.22% | −5,220−7.0% | 減碼 |
| Cannell Capital LLC | 67,551 | $2,893 萬 | 6.34% | +3,514+5.5% | 加碼 |
| Assenagon Asset Management S.A. | 60,835 | $2,605 萬 | 0.05% | +57,278+1,610.3% | 加碼 |
| Handelsbanken Fonder AB | 57,986 | $2,483 萬 | 0.10% | +800+1.4% | 加碼 |
| Ashford Capital Management Inc | 57,670 | $2,470 萬 | 3.08% | −430−0.7% | 減碼 |
| American Century Companies Inc | 56,569 | $2,423 萬 | 0.01% | −137,705−70.9% | 減碼 |
| Jacobs Levy Equity Management, Inc | 51,572 | $2,209 萬 | 0.09% | +3,615+7.5% | 加碼 |
| Royce & Associates LP | 50,307 | $2,154 萬 | 0.20% | −1,539−3.0% | 減碼 |
| Bessemer Group Inc | 47,977 | $2,055 萬 | 0.03% | +940+2.0% | 加碼 |
| Cerity Partners LLC | 46,915 | $2,009 萬 | 0.04% | +22,451+91.8% | 加碼 |
| Robotti Robert | 42,824 | $1,834 萬 | 2.79% | −111−0.3% | 減碼 |
| Punch & Associates Investment Management, Inc. | 42,012 | $1,799 萬 | 1.00% | +1,046+2.6% | 加碼 |
| Principal Financial Group Inc | 41,333 | $1,770 萬 | 0.01% | −405−1.0% | 減碼 |
| Intrinsic Edge Capital Management LLC | 40,000 | $1,713 萬 | 2.12% | +40,000 | 新進 |
| Goldman Sachs Group Inc | 37,372 | $1,600 萬 | 0.00% | +9,433+33.8% | 加碼 |
| Osterweis Capital Management Inc | 35,986 | $1,541 萬 | 0.78% | +6,714+22.9% | 加碼 |
| JPMorgan Chase & Co | 35,887 | $1,537 萬 | 0.00% | +12,780+55.3% | 加碼 |
| Envestnet Asset Management Inc | 32,445 | $1,389 萬 | 0.00% | −2,003−5.8% | 減碼 |
| Norges Bank | 32,278 | $1,382 萬 | 0.00% | −8,388−20.6% | 減碼 |
| Kennedy Capital Management, Inc. | 31,941 | $1,368 萬 | 0.30% | −7,479−19.0% | 減碼 |
| Neumeier Poma Investment Counsel LLC | 29,617 | $1,268 萬 | 1.21% | +12,032+68.4% | 加碼 |
| Nuveen Asset Management, LLC | 24,537 | $1,051 萬 | 0.00% | −187−0.8% | 減碼 |
| UBS Group AG | 23,990 | $1,027 萬 | 0.00% | +6,319+35.8% | 加碼 |
| Rhumbline Advisers | 23,644 | $1,013 萬 | 0.01% | −230−1.0% | 減碼 |
| Harbor Capital Advisors, Inc. | 22,399 | $959.2 萬 | 0.42% | +13,331+147.0% | 加碼 |
| Nicholas Investment Partners, LP | 22,298 | $954.9 萬 | 0.88% | +8,807+65.3% | 加碼 |
| Legal & General Group Plc | 21,863 | $936.3 萬 | 0.00% | +496+2.3% | 加碼 |
| EULAV Asset Management | 20,800 | $890.7 萬 | 0.22% | 00.0% | 不變 |
| Robeco Schweiz AG | 20,500 | $877.9 萬 | 0.16% | +2,500+13.9% | 加碼 |
| Bank of America Corp | 19,934 | $853.7 萬 | 0.00% | +7,072+55.0% | 加碼 |
| HRT Financial LP | 19,667 | $842.2 萬 | 0.04% | +19,667 | 新進 |
| Deutsche Bank AG | 19,136 | $819.5 萬 | 0.00% | +2,067+12.1% | 加碼 |
| AYAL Capital Advisors Ltd | 19,000 | $813.7 萬 | 4.68% | −10,861−36.4% | 減碼 |
| Atom Investors LP | 17,682 | $757.2 萬 | 0.79% | +17,682 | 新進 |
| Public Sector Pension Investment Board | 17,531 | $750.7 萬 | 0.04% | +500+2.9% | 加碼 |
| Aviance Capital Partners, LLC | 17,316 | $741.5 萬 | 0.98% | +122+0.7% | 加碼 |
| Barclays PLC | 17,234 | $738.0 萬 | 0.00% | +10,656+162.0% | 加碼 |
| Citigroup Inc | 16,228 | $694.9 萬 | 0.01% | +6,203+61.9% | 加碼 |
| Ballast Asset Management, LP | 16,223 | $694.7 萬 | 3.55% | −234−1.4% | 減碼 |
| Royal Bank of Canada | 15,608 | $668.5 萬 | 0.00% | +6,540+72.1% | 加碼 |
| Balyasny Asset Management LLC | 15,101 | $646.7 萬 | 0.02% | +10,537+230.9% | 加碼 |
| Twinbeech Capital LP | 14,805 | $634.0 萬 | 0.12% | +14,805 | 新進 |
| Swiss National Bank | 14,600 | $625.2 萬 | 0.00% | −200−1.4% | 減碼 |
| ExodusPoint Capital Management, LP | 13,727 | $587.8 萬 | 0.06% | +7,393+116.7% | 加碼 |
| Allianz Asset Management GmbH | 13,665 | $585.2 萬 | 0.01% | −861−5.9% | 減碼 |
| Russell Investments Group, Ltd. | 13,649 | $584.5 萬 | 0.01% | +4,543+49.9% | 加碼 |
| First Sabrepoint Capital Management LP | 12,750 | $546.0 萬 | 2.11% | −1,950−13.3% | 減碼 |
| UBS Asset Management Americas Inc | 12,690 | $543.4 萬 | 0.00% | −1,972−13.4% | 減碼 |
| Raymond James & Associates | 12,442 | $532.8 萬 | 0.00% | −696−5.3% | 減碼 |
| Truist Financial Corp | 12,197 | $522.3 萬 | 0.01% | −1,061−8.0% | 減碼 |
| Allspring Global Investments Holdings, LLC | 12,166 | $521.0 萬 | 0.01% | −3,056−20.1% | 減碼 |
| Marks Group Wealth Management, Inc | 11,137 | $476.9 萬 | 0.46% | +3,106+38.7% | 加碼 |
| First Eagle Investment Management, LLC | 11,028 | $472.3 萬 | 0.01% | −400−3.5% | 減碼 |
| Ancora Advisors, LLC | 10,030 | $429.5 萬 | 0.10% | −950−8.7% | 減碼 |
| CI Private Wealth, LLC | 9,931 | $425.3 萬 | 0.01% | −3,059−23.5% | 減碼 |
| Prudential Financial Inc | 9,903 | $424.1 萬 | 0.01% | +664+7.2% | 加碼 |
| Confluence Investment Management LLC | 9,825 | $420.7 萬 | 0.06% | −409−4.0% | 減碼 |
| Watchman Group, Inc. | 9,742 | $417.2 萬 | 1.09% | −43−0.4% | 減碼 |
| Franklin Resources Inc | 9,538 | $415.0 萬 | 0.00% | −1,898−16.6% | 減碼 |
| Alliancebernstein L.P. | 9,576 | $410.1 萬 | 0.00% | +10.0% | 加碼 |
| Thrivent Financial for Lutherans | 9,493 | $406.6 萬 | 0.01% | +37+0.4% | 加碼 |
| Qube Research & Technologies Ltd | 9,441 | $404.3 萬 | 0.01% | −15,524−62.2% | 減碼 |
| SEI Investments Co | 9,428 | $403.7 萬 | 0.01% | −4,143−30.5% | 減碼 |
| Prelude Capital Management, LLC | 9,023 | $386.4 萬 | 0.30% | +826+10.1% | 加碼 |
| Edgestream Partners, L.P. | 8,893 | $380.8 萬 | 0.17% | −3,369−27.5% | 減碼 |
| Tudor Investment Corp Et Al | 8,571 | $367.0 萬 | 0.04% | +5,952+227.3% | 加碼 |
| Great West Life Assurance Co | 8,523 | $364.7 萬 | 0.01% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 7,896 | $338.1 萬 | 0.03% | +805+11.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 7,809 | $334.4 萬 | 0.00% | +1,586+25.5% | 加碼 |
| Quantedge Capital Pte Ltd | 7,700 | $329.7 萬 | 0.98% | −11,500−59.9% | 減碼 |
| Man Group plc | 7,636 | $327.0 萬 | 0.01% | +3,031+65.8% | 加碼 |
| Holocene Advisors, LP | 7,603 | $325.6 萬 | 0.01% | +1,476+24.1% | 加碼 |
| California State Teachers Retirement System | 7,119 | $304.9 萬 | 0.00% | −274−3.7% | 減碼 |
| Millennium Management LLC | 6,909 | $295.9 萬 | 0.00% | −1,965−22.1% | 減碼 |
| Citadel Advisors LLC | 6,701 | $287.0 萬 | 0.00% | −8,462−55.8% | 減碼 |
| Janus Henderson Group PLC | 6,414 | $274.6 萬 | 0.00% | −651−9.2% | 減碼 |
| TD Asset Management Inc | 6,100 | $263.4 萬 | 0.00% | 00.0% | 不變 |
| New York State Common Retirement Fund | 6,015 | $257.6 萬 | 0.00% | +324+5.7% | 加碼 |