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。
2025 年第 1 季 13F 持有人
Cavco Industries, Inc. 在 2025/3/31 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
- 334
- 較 2024 年第 4 季 +37 家
- 持有股數
- 766.9 萬
- 較 2024 年第 4 季 +1.44 萬 (+0.2%)
- 總市值
- $39.8 億
- 較 2024 年第 4 季 +$5.69 億 (+16.7%)
- 新進機構
- 55
- 另有 110 家加碼
- 清倉機構
- 18
- 另有 116 家減碼
另有 2 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,256,849 | $6.53 億 | 0.01% | −50,078−3.8% | 減碼 |
| Vanguard Group Inc | 774,842 | $4.03 億 | 0.01% | +37,249+5.1% | 加碼 |
| Capital World Investors | 639,016 | $3.32 億 | 0.05% | +590.0% | 加碼 |
| State Street Corp | 358,845 | $1.86 億 | 0.01% | −35,774−9.1% | 減碼 |
| FMR LLC | 339,725 | $1.77 億 | 0.01% | +43,382+14.6% | 加碼 |
| Dimensional Fund Advisors LP | 286,947 | $1.49 億 | 0.04% | −61,045−17.5% | 減碼 |
| Geode Capital Management, LLC | 230,164 | $1.20 億 | 0.01% | +3,140+1.4% | 加碼 |
| Invesco Ltd. | 196,210 | $1.02 億 | 0.02% | +13,753+7.5% | 加碼 |
| Boston Trust Walden Corp | 191,822 | $9,968 萬 | 0.73% | −2,073−1.1% | 減碼 |
| GW&K Investment Management, LLC | 190,227 | $9,885 萬 | 0.92% | +1,512+0.8% | 加碼 |
| Broad Bay Capital Management, LP | 178,189 | $9,259 萬 | 13.91% | +27,503+18.3% | 加碼 |
| Ameriprise Financial Inc | 155,765 | $8,094 萬 | 0.02% | +60,779+64.0% | 加碼 |
| Charles Schwab Investment Management Inc | 109,367 | $5,683 萬 | 0.01% | −1,610−1.5% | 減碼 |
| Wellington Management Group LLP | 105,091 | $5,461 萬 | 0.01% | −27,340−20.6% | 減碼 |
| Gamco Investors, Inc. Et Al | 102,020 | $5,301 萬 | 0.58% | −14,132−12.2% | 減碼 |
| Price T Rowe Associates Inc | 100,949 | $5,246 萬 | 0.01% | +1,298+1.3% | 加碼 |
| Northern Trust Corp | 89,642 | $4,658 萬 | 0.01% | −2,090−2.3% | 減碼 |
| Janus Henderson Group PLC | 87,794 | $4,514 萬 | 0.02% | +15,260+21.0% | 加碼 |
| Morgan Stanley | 79,647 | $4,139 萬 | 0.00% | −2,948−3.6% | 減碼 |
| Schroder Investment Management Group | 73,528 | $3,779 萬 | 0.04% | −327−0.4% | 減碼 |
| Fisher Asset Management, LLC | 72,479 | $3,766 萬 | 0.02% | −1,032−1.4% | 減碼 |
| Bank of New York Mellon Corp | 56,065 | $2,913 萬 | 0.01% | −17,679−24.0% | 減碼 |
| Ashford Capital Management Inc | 55,465 | $2,882 萬 | 3.72% | −2,830−4.9% | 減碼 |
| Handelsbanken Fonder AB | 54,286 | $2,821 萬 | 0.12% | −3,000−5.2% | 減碼 |
| Gabelli Funds LLC | 54,280 | $2,821 萬 | 0.21% | −10,880−16.7% | 減碼 |
| Loomis Sayles & Co L P | 54,062 | $2,809 萬 | 0.04% | +8,385+18.4% | 加碼 |
| Bessemer Group Inc | 52,193 | $2,712 萬 | 0.05% | +2,176+4.4% | 加碼 |
| Cannell Capital LLC | 50,520 | $2,625 萬 | 8.86% | −33,438−39.8% | 減碼 |
| Neumeier Poma Investment Counsel LLC | 44,811 | $2,329 萬 | 2.50% | +14,515+47.9% | 加碼 |
| Principal Financial Group Inc | 42,761 | $2,222 萬 | 0.01% | +638+1.5% | 加碼 |
| Punch & Associates Investment Management, Inc. | 42,522 | $2,210 萬 | 1.45% | +633+1.5% | 加碼 |
| Robotti Robert | 40,343 | $2,096 萬 | 4.20% | −1,065−2.6% | 減碼 |
| Millennium Management LLC | 39,721 | $2,064 萬 | 0.02% | +34,268+628.4% | 加碼 |
| Intrinsic Edge Capital Management LLC | 39,511 | $2,053 萬 | 4.30% | +15,855+67.0% | 加碼 |
| Royce & Associates LP | 38,134 | $1,982 萬 | 0.21% | −6,041−13.7% | 減碼 |
| Jacobs Levy Equity Management, Inc | 34,612 | $1,799 萬 | 0.07% | −24,053−41.0% | 減碼 |
| Osterweis Capital Management Inc | 33,337 | $1,732 萬 | 0.86% | −5,164−13.4% | 減碼 |
| Goldman Sachs Group Inc | 32,522 | $1,690 萬 | 0.00% | −16,534−33.7% | 減碼 |
| Envestnet Asset Management Inc | 32,322 | $1,680 萬 | 0.01% | −35−0.1% | 減碼 |
| SG Capital Management LLC | 31,667 | $1,646 萬 | 1.65% | −15,048−32.2% | 減碼 |
| Cerity Partners LLC | 30,557 | $1,588 萬 | 0.03% | +296+1.0% | 加碼 |
| JPMorgan Chase & Co | 30,057 | $1,562 萬 | 0.00% | −13,533−31.0% | 減碼 |
| Public Sector Pension Investment Board | 28,786 | $1,496 萬 | 0.06% | +8,546+42.2% | 加碼 |
| Assenagon Asset Management S.A. | 25,997 | $1,351 萬 | 0.02% | −5,318−17.0% | 減碼 |
| Robeco Schweiz AG | 25,300 | $1,315 萬 | 0.32% | +2,100+9.1% | 加碼 |
| Rhumbline Advisers | 23,210 | $1,206 萬 | 0.01% | −236−1.0% | 減碼 |
| Harbor Capital Advisors, Inc. | 22,904 | $1,190 萬 | 0.54% | −137−0.6% | 減碼 |
| Nuveen, LLC | 22,609 | $1,175 萬 | 0.00% | +22,609 | 新進 |
| Capital Research Global Investors | 22,104 | $1,149 萬 | 0.00% | 00.0% | 不變 |
| Legal & General Group Plc | 21,393 | $1,112 萬 | 0.00% | −814−3.7% | 減碼 |
| Neuberger Berman Group LLC | 21,297 | $1,107 萬 | 0.01% | +19,814+1,336.1% | 加碼 |
| Jane Street Group, LLC | 21,060 | $1,094 萬 | 0.02% | +13,313+171.8% | 加碼 |
| EULAV Asset Management | 20,800 | $1,081 萬 | 0.27% | 00.0% | 不變 |
| UBS Group AG | 20,382 | $1,059 萬 | 0.00% | −3,346−14.1% | 減碼 |
| Citigroup Inc | 19,809 | $1,029 萬 | 0.01% | +2,266+12.9% | 加碼 |
| Royal Bank of Canada | 18,951 | $984.9 萬 | 0.00% | +934+5.2% | 加碼 |
| Bank of America Corp | 17,879 | $929.0 萬 | 0.00% | +9,315+108.8% | 加碼 |
| UBS Asset Management Americas Inc | 17,876 | $928.9 萬 | 0.00% | +2,384+15.4% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 16,466 | $855.6 萬 | 0.02% | +16,466 | 新進 |
| Barclays PLC | 16,351 | $849.6 萬 | 0.00% | +71+0.4% | 加碼 |
| Ballast Asset Management, LP | 15,911 | $826.8 萬 | 4.36% | +234+1.5% | 加碼 |
| Kennedy Capital Management, Inc. | 15,807 | $821.4 萬 | 0.20% | −16,273−50.7% | 減碼 |
| First Sabrepoint Capital Management LP | 15,000 | $779.4 萬 | 3.26% | +2,250+17.6% | 加碼 |
| Victory Capital Management Inc | 14,953 | $777.0 萬 | 0.01% | +7,598+103.3% | 加碼 |
| Swiss National Bank | 14,900 | $774.2 萬 | 0.01% | +300+2.1% | 加碼 |
| Interval Partners, LP | 14,895 | $774.0 萬 | 0.27% | +14,895 | 新進 |
| Allianz Asset Management GmbH | 14,706 | $764.2 萬 | 0.01% | +103+0.7% | 加碼 |
| Schonfeld Strategic Advisors LLC | 14,229 | $739.4 萬 | 0.05% | +14,229 | 新進 |
| Deutsche Bank AG | 14,048 | $730.0 萬 | 0.00% | −4,770−25.3% | 減碼 |
| Norges Bank | 13,857 | $720.1 萬 | 0.00% | −25,876−65.1% | 減碼 |
| Aviance Capital Partners, LLC | 13,752 | $714.6 萬 | 1.01% | −4,817−25.9% | 減碼 |
| Point72 Asset Management, L.P. | 13,485 | $700.7 萬 | 0.02% | +13,485 | 新進 |
| Westbourne Investment Advisors, Inc. | 12,944 | $672.6 萬 | 2.39% | +211+1.7% | 加碼 |
| Raymond James Financial Inc | 12,551 | $652.2 萬 | 0.00% | −820−6.1% | 減碼 |
| Truist Financial Corp | 12,385 | $643.6 萬 | 0.01% | +92+0.7% | 加碼 |
| Allspring Global Investments Holdings, LLC | 12,403 | $640.2 萬 | 0.01% | +4,779+62.7% | 加碼 |
| Russell Investments Group, Ltd. | 12,268 | $637.5 萬 | 0.01% | −454−3.6% | 減碼 |
| Citadel Advisors LLC | 11,518 | $598.5 萬 | 0.01% | +2,184+23.4% | 加碼 |
| Susquehanna International Group, LLP | 11,259 | $585.1 萬 | 0.01% | +6,264+125.4% | 加碼 |
| Franklin Resources Inc | 10,933 | $568.1 萬 | 0.00% | −461−4.0% | 減碼 |
| Prudential Financial Inc | 10,914 | $567.1 萬 | 0.01% | +27+0.2% | 加碼 |
| Marks Group Wealth Management, Inc | 10,820 | $562.2 萬 | 0.54% | −406−3.6% | 減碼 |
| American Century Companies Inc | 10,678 | $554.9 萬 | 0.00% | −26,826−71.5% | 減碼 |
| Quantedge Capital Pte Ltd | 10,400 | $540.4 萬 | 1.71% | +3,400+48.6% | 加碼 |
| Ancora Advisors, LLC | 9,900 | $514.4 萬 | 0.11% | −170−1.7% | 減碼 |
| Atom Investors LP | 9,556 | $496.6 萬 | 0.61% | −2,959−23.6% | 減碼 |
| State of Wisconsin Investment Board | 9,123 | $474.1 萬 | 0.01% | +3,612+65.5% | 加碼 |
| Alliancebernstein L.P. | 9,006 | $468.0 萬 | 0.00% | 00.0% | 不變 |
| EAM Investors, LLC | 8,621 | $448.0 萬 | 0.77% | +8,621 | 新進 |
| Confluence Investment Management LLC | 8,359 | $434.4 萬 | 0.06% | −1,244−13.0% | 減碼 |
| Watchman Group, Inc. | 8,164 | $424.2 萬 | 1.19% | −961−10.5% | 減碼 |
| Wells Fargo & Company | 8,104 | $421.1 萬 | 0.00% | +3,914+93.4% | 加碼 |
| Thrivent Financial for Lutherans | 8,033 | $417.4 萬 | 0.01% | −380−4.5% | 減碼 |
| Great West Life Assurance Co | 7,666 | $398.2 萬 | 0.01% | −750−8.9% | 減碼 |
| Tudor Investment Corp Et Al | 7,443 | $386.8 萬 | 0.03% | +7,443 | 新進 |
| First Trust Advisors LP | 7,227 | $375.5 萬 | 0.00% | +2,428+50.6% | 加碼 |
| Zacks Investment Management | 6,985 | $363.0 萬 | 0.03% | +6,985 | 新進 |
| California State Teachers Retirement System | 6,921 | $359.6 萬 | 0.00% | −87−1.2% | 減碼 |
| Man Group plc | 6,708 | $348.6 萬 | 0.01% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 6,046 | $314.2 萬 | 0.03% | 00.0% | 不變 |