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 4 季 13F 持有人
Cavco Industries, Inc. 在 2025/12/31 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
- 354
- 較 2025 年第 3 季 +37 家
- 持有股數
- 779.2 萬
- 較 2025 年第 3 季 −5.59 萬 (−0.7%)
- 總市值
- $46.0 億
- 較 2025 年第 3 季 +$4,746 萬 (+1.0%)
- 新進機構
- 64
- 另有 109 家加碼
- 清倉機構
- 27
- 另有 128 家減碼
另有 8 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,198,711 | $7.08 億 | 0.01% | +10,081+0.8% | 加碼 |
| Vanguard Group Inc | 750,274 | $4.43 億 | 0.01% | −21,559−2.8% | 減碼 |
| Capital World Investors | 640,066 | $3.78 億 | 0.05% | −510.0% | 減碼 |
| State Street Corp | 389,630 | $2.30 億 | 0.01% | −25,539−6.2% | 減碼 |
| Boston Partners | 367,839 | $2.18 億 | 0.23% | −1,338−0.4% | 減碼 |
| FMR LLC | 263,321 | $1.56 億 | 0.01% | −311,345−54.2% | 減碼 |
| Geode Capital Management, LLC | 232,847 | $1.38 億 | 0.01% | +1,018+0.4% | 加碼 |
| Price T Rowe Associates Inc | 213,572 | $1.26 億 | 0.01% | +74,542+53.6% | 加碼 |
| Dimensional Fund Advisors LP | 201,260 | $1.19 億 | 0.02% | −4,477−2.2% | 減碼 |
| Fiduciary Management Inc | 195,713 | $1.16 億 | 1.27% | +24,488+14.3% | 加碼 |
| Boston Trust Walden Corp | 154,667 | $9,137 萬 | 0.69% | −6,906−4.3% | 減碼 |
| GW&K Investment Management, LLC | 151,149 | $8,929 萬 | 0.77% | −7,511−4.7% | 減碼 |
| Ameriprise Financial Inc | 143,715 | $8,490 萬 | 0.02% | −3,321−2.3% | 減碼 |
| Schroder Investment Management Group | 116,590 | $6,988 萬 | 0.05% | +4,962+4.4% | 加碼 |
| Broad Bay Capital Management, LP | 113,304 | $6,693 萬 | 7.65% | +10,000+9.7% | 加碼 |
| Charles Schwab Investment Management Inc | 102,239 | $6,040 萬 | 0.01% | −852−0.8% | 減碼 |
| Invesco Ltd. | 96,353 | $5,692 萬 | 0.01% | −8,588−8.2% | 減碼 |
| Gamco Investors, Inc. Et Al | 91,876 | $5,427 萬 | 0.52% | −5,652−5.8% | 減碼 |
| Northern Trust Corp | 80,387 | $4,749 萬 | 0.01% | −2,895−3.5% | 減碼 |
| Junto Capital Management LP | 78,857 | $4,658 萬 | 1.04% | +78,857 | 新進 |
| Goldman Sachs Group Inc | 74,155 | $4,381 萬 | 0.01% | +40,832+122.5% | 加碼 |
| Samlyn Capital, LLC | 71,401 | $4,218 萬 | 0.67% | +71,401 | 新進 |
| Point72 Asset Management, L.P. | 70,368 | $4,157 萬 | 0.07% | +8,737+14.2% | 加碼 |
| Janus Henderson Group PLC | 68,826 | $4,066 萬 | 0.02% | −2,808−3.9% | 減碼 |
| Morgan Stanley | 63,106 | $3,728 萬 | 0.00% | +6,897+12.3% | 加碼 |
| Bessemer Group Inc | 57,870 | $3,419 萬 | 0.05% | −8,744−13.1% | 減碼 |
| Handelsbanken Fonder AB | 57,586 | $3,402 萬 | 0.10% | −24,200−29.6% | 減碼 |
| Bank of New York Mellon Corp | 56,989 | $3,367 萬 | 0.01% | −5,215−8.4% | 減碼 |
| Neumeier Poma Investment Counsel LLC | 55,312 | $3,268 萬 | 2.70% | +16,535+42.6% | 加碼 |
| Nuveen, LLC | 53,450 | $3,158 萬 | 0.01% | +35,101+191.3% | 加碼 |
| Principal Financial Group Inc | 51,563 | $3,046 萬 | 0.02% | +3,994+8.4% | 加碼 |
| Gabelli Funds LLC | 47,410 | $2,801 萬 | 0.19% | −1,900−3.9% | 減碼 |
| Franklin Resources Inc | 45,996 | $2,717 萬 | 0.01% | +36,084+364.0% | 加碼 |
| Punch & Associates Investment Management, Inc. | 42,051 | $2,484 萬 | 1.45% | −635−1.5% | 減碼 |
| Citadel Advisors LLC | 41,038 | $2,424 萬 | 0.02% | +14,778+56.3% | 加碼 |
| UBS Group AG | 40,017 | $2,364 萬 | 0.00% | +9,589+31.5% | 加碼 |
| Bamco Inc | 37,078 | $2,190 萬 | 0.06% | +37,078 | 新進 |
| Robotti Robert | 31,701 | $1,873 萬 | 3.36% | −310−1.0% | 減碼 |
| American Century Companies Inc | 30,613 | $1,808 萬 | 0.01% | +551+1.8% | 加碼 |
| Kennedy Capital Management, Inc. | 29,876 | $1,765 萬 | 0.37% | −108−0.4% | 減碼 |
| Jacobs Levy Equity Management, Inc | 29,474 | $1,741 萬 | 0.07% | −3,564−10.8% | 減碼 |
| Cerity Partners LLC | 28,555 | $1,687 萬 | 0.02% | −363−1.3% | 減碼 |
| Ashford Capital Management Inc | 28,412 | $1,678 萬 | 1.87% | −19,607−40.8% | 減碼 |
| Segall Bryant & Hamill, LLC | 28,309 | $1,672 萬 | 0.23% | +10,093+55.4% | 加碼 |
| Public Sector Pension Investment Board | 27,026 | $1,597 萬 | 0.05% | −3,816−12.4% | 減碼 |
| First Sabrepoint Capital Management LP | 27,000 | $1,595 萬 | 6.56% | −8,000−22.9% | 減碼 |
| Robeco Schweiz AG | 26,000 | $1,536 萬 | 0.34% | 00.0% | 不變 |
| Pillsbury Lake Capital LLC | 25,546 | $1,509 萬 | 6.15% | +25,546 | 新進 |
| Bank of America Corp | 25,529 | $1,508 萬 | 0.00% | −1,807−6.6% | 減碼 |
| Envestnet Asset Management Inc | 25,155 | $1,486 萬 | 0.00% | −2,916−10.4% | 減碼 |
| JPMorgan Chase & Co | 24,237 | $1,432 萬 | 0.00% | −7,820−24.4% | 減碼 |
| Neuberger Berman Group LLC | 24,227 | $1,431 萬 | 0.01% | −5,513−18.5% | 減碼 |
| Royce & Associates LP | 22,504 | $1,329 萬 | 0.13% | −6,900−23.5% | 減碼 |
| Capital Research Global Investors | 22,104 | $1,306 萬 | 0.00% | 00.0% | 不變 |
| EULAV Asset Management | 21,900 | $1,294 萬 | 0.35% | 00.0% | 不變 |
| Rhumbline Advisers | 21,195 | $1,252 萬 | 0.01% | −1,208−5.4% | 減碼 |
| Jane Street Group, LLC | 20,983 | $1,240 萬 | 0.01% | +20,983 | 新進 |
| Barclays PLC | 20,343 | $1,202 萬 | 0.00% | +4,183+25.9% | 加碼 |
| Legal & General Group Plc | 20,302 | $1,199 萬 | 0.00% | −735−3.5% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 19,633 | $1,160 萬 | 0.18% | +1,118+6.0% | 加碼 |
| Norges Bank | 17,622 | $1,041 萬 | 0.00% | +17,622 | 新進 |
| Raymond James Financial Inc | 17,146 | $1,013 萬 | 0.00% | −1,059−5.8% | 減碼 |
| Allianz Asset Management GmbH | 15,850 | $936.3 萬 | 0.01% | −612−3.7% | 減碼 |
| Swiss National Bank | 15,620 | $922.7 萬 | 0.01% | +720+4.8% | 加碼 |
| Tudor Investment Corp Et Al | 15,249 | $900.8 萬 | 0.05% | +15,249 | 新進 |
| Man Group plc | 15,094 | $891.7 萬 | 0.02% | −4,565−23.2% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 14,943 | $882.7 萬 | 0.01% | +14,943 | 新進 |
| Aviance Capital Partners, LLC | 14,415 | $851.6 萬 | 0.98% | +58+0.4% | 加碼 |
| UBS Asset Management Americas Inc | 13,582 | $802.3 萬 | 0.00% | +251+1.9% | 加碼 |
| Allspring Global Investments Holdings, LLC | 13,255 | $784.1 萬 | 0.01% | −3,062−18.8% | 減碼 |
| Rafferty Asset Management, LLC | 12,776 | $754.7 萬 | 0.03% | +825+6.9% | 加碼 |
| State of Wisconsin Investment Board | 12,573 | $742.7 萬 | 0.02% | +814+6.9% | 加碼 |
| Westbourne Investment Advisors, Inc. | 12,388 | $731.8 萬 | 2.02% | −1,712−12.1% | 減碼 |
| Russell Investments Group, Ltd. | 12,382 | $731.5 萬 | 0.01% | +234+1.9% | 加碼 |
| Teacher Retirement System of Texas | 12,355 | $729.9 萬 | 0.03% | +345+2.9% | 加碼 |
| Pier Capital, LLC | 12,103 | $715.0 萬 | 1.14% | +5,761+90.8% | 加碼 |
| Renaissance Technologies LLC | 11,969 | $707.1 萬 | 0.01% | +7,869+191.9% | 加碼 |
| Ballast Asset Management, LP | 11,812 | $697.8 萬 | 3.30% | −427−3.5% | 減碼 |
| Cannell Capital LLC | 11,360 | $671.1 萬 | 4.28% | −20,801−64.7% | 減碼 |
| Intrinsic Edge Capital Management LLC | 11,000 | $649.8 萬 | 1.26% | +1,001+10.0% | 加碼 |
| Confluence Investment Management LLC | 10,421 | $615.6 萬 | 0.09% | −1,866−15.2% | 減碼 |
| Wells Fargo & Company | 9,595 | $566.8 萬 | 0.00% | +4,316+81.8% | 加碼 |
| Royal Bank of Canada | 9,516 | $562.1 萬 | 0.00% | −4,063−29.9% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 9,145 | $540.2 萬 | 0.01% | −9−0.1% | 減碼 |
| Deutsche Bank AG | 9,090 | $537.0 萬 | 0.00% | +878+10.7% | 加碼 |
| Citigroup Inc | 9,059 | $535.2 萬 | 0.00% | −532−5.5% | 減碼 |
| Alliancebernstein L.P. | 8,950 | $528.7 萬 | 0.00% | +511+6.1% | 加碼 |
| Prudential Financial Inc | 8,725 | $515.4 萬 | 0.01% | +811+10.2% | 加碼 |
| Crown Advisors Management, Inc. | 8,000 | $472.5 萬 | 3.11% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 7,893 | $466.3 萬 | 0.34% | −1,478−15.8% | 減碼 |
| Watchman Group, Inc. | 7,721 | $456.1 萬 | 1.09% | −365−4.5% | 減碼 |
| California State Teachers Retirement System | 7,511 | $443.7 萬 | 0.00% | +311+4.3% | 加碼 |
| SEI Investments Co | 6,839 | $404.0 萬 | 0.00% | +3,079+81.9% | 加碼 |
| Great West Life Assurance Co | 6,675 | $394.3 萬 | 0.01% | −751−10.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 6,510 | $384.6 萬 | 0.00% | −2,059−24.0% | 減碼 |
| Marks Group Wealth Management, Inc | 6,378 | $376.8 萬 | 0.36% | −3,937−38.2% | 減碼 |
| Harbor Capital Advisors, Inc. | 6,263 | $370.0 萬 | 0.29% | −588−8.6% | 減碼 |
| Intech Investment Management LLC | 5,766 | $340.6 萬 | 0.03% | +2,116+58.0% | 加碼 |
| Thrivent Financial for Lutherans | 5,646 | $333.5 萬 | 0.01% | −349−5.8% | 減碼 |
| Millennium Management LLC | 5,299 | $313.0 萬 | 0.00% | −3,238−37.9% | 減碼 |