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 |
|---|---|---|---|---|---|
| Moran Wealth Management, LLC | 1,732 | $102.3 萬 | 0.03% | +181+11.7% | 加碼 |
| Assenagon Asset Management S.A. | 1,755 | $103.7 萬 | 0.00% | +1,755 | 新進 |
| Oregon Public Employees Retirement Fund | 1,812 | $107.0 萬 | 0.01% | +75+4.3% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,932 | $114.1 萬 | 0.01% | −84−4.2% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 2,020 | $119.3 萬 | 0.01% | −271−11.8% | 減碼 |
| Resources Investment Advisors, LLC. | 2,030 | $119.9 萬 | 0.01% | −80−3.8% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 2,087 | $123.3 萬 | 0.01% | −26−1.2% | 減碼 |
| Engineers Gate Manager LP | 2,137 | $126.2 萬 | 0.01% | +2,137 | 新進 |
| Arizona State Retirement System | 2,199 | $129.9 萬 | 0.01% | −72−3.2% | 減碼 |
| State Board of Administration of Florida Retirement System | 2,205 | $130.3 萬 | 0.00% | 00.0% | 不變 |
| Sheets Smith Wealth Management | 2,230 | $131.7 萬 | 0.14% | −15−0.7% | 減碼 |
| Amalgamated Bank | 2,268 | $134.0 萬 | 0.01% | −2−0.1% | 減碼 |
| STRS Ohio | 2,300 | $135.9 萬 | 0.01% | −100−4.2% | 減碼 |
| Comerica Bank | 2,364 | $139.6 萬 | 0.01% | −498−17.4% | 減碼 |
| SkyView Investment Advisors, LLC | 2,399 | $141.7 萬 | 0.18% | −15−0.6% | 減碼 |
| Victory Capital Management Inc | 2,411 | $142.4 萬 | 0.00% | +247+11.4% | 加碼 |
| XTX Topco Ltd | 2,448 | $144.6 萬 | 0.04% | +2,448 | 新進 |
| Yousif Capital Management, LLC | 2,129 | $145.7 萬 | 0.02% | −354−14.3% | 減碼 |
| New York State Common Retirement Fund | 2,471 | $146.0 萬 | 0.00% | 00.0% | 不變 |
| Horizon Investments, LLC | 2,484 | $146.7 萬 | 0.02% | −606−19.6% | 減碼 |
| Hunter Perkins Capital Management, LLC | 2,485 | $146.8 萬 | 0.34% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 2,655 | $156.8 萬 | 0.04% | −7,548−74.0% | 減碼 |
| Cascade Investment Advisors, Inc. | 2,665 | $157.4 萬 | 0.93% | −17−0.6% | 減碼 |
| New York State Teachers Retirement System | 2,697 | $159.3 萬 | 0.00% | +111+4.3% | 加碼 |
| Headlands Technologies LLC | 2,908 | $171.8 萬 | 0.14% | +2,908 | 新進 |
| Entropy Technologies, LP | 2,940 | $173.7 萬 | 0.09% | −560−16.0% | 減碼 |
| AQR Capital Management LLC | 2,957 | $174.7 萬 | 0.00% | +478+19.3% | 加碼 |
| Verition Fund Management LLC | 3,000 | $177.2 萬 | 0.01% | −1,831−37.9% | 減碼 |
| Truist Financial Corp | 3,234 | $191.0 萬 | 0.00% | −7,489−69.8% | 減碼 |
| State of Tennessee, Treasury Department | 3,891 | $191.4 萬 | 0.01% | −131−3.3% | 減碼 |
| Voya Investment Management LLC | 3,349 | $197.8 萬 | 0.00% | −41,999−92.6% | 減碼 |
| Boothbay Fund Management, LLC | 3,359 | $198.4 萬 | 0.05% | −371−9.9% | 減碼 |
| Lighthouse Investment Partners, LLC | 3,398 | $200.7 萬 | 0.07% | +3,398 | 新進 |
| First Trust Advisors LP | 3,402 | $201.0 萬 | 0.00% | −8,798−72.1% | 減碼 |
| Oppenheimer Asset Management Inc. | 3,402 | $201.0 萬 | 0.02% | −142−4.0% | 減碼 |
| LPL Financial LLC | 3,497 | $206.6 萬 | 0.00% | +1,066+43.9% | 加碼 |
| Credit Agricole S A | 3,518 | $207.8 萬 | 0.01% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 3,535 | $208.8 萬 | 0.00% | −187−5.0% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 3,589 | $212.0 萬 | 0.00% | +42+1.2% | 加碼 |
| Brinker Capital Investments, LLC | 3,591 | $212.1 萬 | 0.02% | −244−6.4% | 減碼 |
| Louisiana State Employees Retirement System | 3,600 | $212.7 萬 | 0.04% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 3,876 | $229.0 萬 | 0.00% | −1,839−32.2% | 減碼 |
| State of New Jersey Common Pension Fund D | 4,000 | $236.3 萬 | 0.01% | −365−8.4% | 減碼 |
| Bridgewater Associates, LP | 4,068 | $240.3 萬 | 0.01% | +1,578+63.4% | 加碼 |
| Creative Planning | 4,146 | $244.9 萬 | 0.00% | +1,187+40.1% | 加碼 |
| Pathstone Holdings, LLC | 4,248 | $250.9 萬 | 0.01% | +1,326+45.4% | 加碼 |
| MetLife Investment Management | 4,284 | $253.1 萬 | 0.01% | −177−4.0% | 減碼 |
| Illinois Municipal Retirement Fund | 4,288 | $253.3 萬 | 0.03% | +175+4.3% | 加碼 |
| State of Alaska, Department of Revenue | 4,404 | $260.1 萬 | 0.03% | +6+0.1% | 加碼 |
| Two Sigma Advisers, LP | 4,500 | $265.8 萬 | 0.01% | 00.0% | 不變 |
| Anchor Capital Advisors LLC | 4,553 | $269.0 萬 | 0.08% | +362+8.6% | 加碼 |
| Ancora Advisors, LLC | 4,770 | $281.8 萬 | 0.06% | −2,210−31.7% | 減碼 |
| Marshall Wace, LLP | 5,043 | $297.9 萬 | 0.00% | +5,043 | 新進 |
| EMG Holdings, L.P. | 5,043 | $297.9 萬 | 4.76% | +5,043 | 新進 |
| Millennium Management LLC | 5,299 | $313.0 萬 | 0.00% | −3,238−37.9% | 減碼 |
| Thrivent Financial for Lutherans | 5,646 | $333.5 萬 | 0.01% | −349−5.8% | 減碼 |
| Intech Investment Management LLC | 5,766 | $340.6 萬 | 0.03% | +2,116+58.0% | 加碼 |
| Harbor Capital Advisors, Inc. | 6,263 | $370.0 萬 | 0.29% | −588−8.6% | 減碼 |
| Marks Group Wealth Management, Inc | 6,378 | $376.8 萬 | 0.36% | −3,937−38.2% | 減碼 |
| BNP Paribas Arbitrage, SA | 6,510 | $384.6 萬 | 0.00% | −2,059−24.0% | 減碼 |
| Great West Life Assurance Co | 6,675 | $394.3 萬 | 0.01% | −751−10.1% | 減碼 |
| SEI Investments Co | 6,839 | $404.0 萬 | 0.00% | +3,079+81.9% | 加碼 |
| California State Teachers Retirement System | 7,511 | $443.7 萬 | 0.00% | +311+4.3% | 加碼 |
| Watchman Group, Inc. | 7,721 | $456.1 萬 | 1.09% | −365−4.5% | 減碼 |
| Prelude Capital Management, LLC | 7,893 | $466.3 萬 | 0.34% | −1,478−15.8% | 減碼 |
| Crown Advisors Management, Inc. | 8,000 | $472.5 萬 | 3.11% | 00.0% | 不變 |
| Prudential Financial Inc | 8,725 | $515.4 萬 | 0.01% | +811+10.2% | 加碼 |
| Alliancebernstein L.P. | 8,950 | $528.7 萬 | 0.00% | +511+6.1% | 加碼 |
| Citigroup Inc | 9,059 | $535.2 萬 | 0.00% | −532−5.5% | 減碼 |
| Deutsche Bank AG | 9,090 | $537.0 萬 | 0.00% | +878+10.7% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 9,145 | $540.2 萬 | 0.01% | −9−0.1% | 減碼 |
| Royal Bank of Canada | 9,516 | $562.1 萬 | 0.00% | −4,063−29.9% | 減碼 |
| Wells Fargo & Company | 9,595 | $566.8 萬 | 0.00% | +4,316+81.8% | 加碼 |
| Confluence Investment Management LLC | 10,421 | $615.6 萬 | 0.09% | −1,866−15.2% | 減碼 |
| Intrinsic Edge Capital Management LLC | 11,000 | $649.8 萬 | 1.26% | +1,001+10.0% | 加碼 |
| Cannell Capital LLC | 11,360 | $671.1 萬 | 4.28% | −20,801−64.7% | 減碼 |
| Ballast Asset Management, LP | 11,812 | $697.8 萬 | 3.30% | −427−3.5% | 減碼 |
| Renaissance Technologies LLC | 11,969 | $707.1 萬 | 0.01% | +7,869+191.9% | 加碼 |
| Pier Capital, LLC | 12,103 | $715.0 萬 | 1.14% | +5,761+90.8% | 加碼 |
| Teacher Retirement System of Texas | 12,355 | $729.9 萬 | 0.03% | +345+2.9% | 加碼 |
| Russell Investments Group, Ltd. | 12,382 | $731.5 萬 | 0.01% | +234+1.9% | 加碼 |
| Westbourne Investment Advisors, Inc. | 12,388 | $731.8 萬 | 2.02% | −1,712−12.1% | 減碼 |
| State of Wisconsin Investment Board | 12,573 | $742.7 萬 | 0.02% | +814+6.9% | 加碼 |
| Rafferty Asset Management, LLC | 12,776 | $754.7 萬 | 0.03% | +825+6.9% | 加碼 |
| Allspring Global Investments Holdings, LLC | 13,255 | $784.1 萬 | 0.01% | −3,062−18.8% | 減碼 |
| UBS Asset Management Americas Inc | 13,582 | $802.3 萬 | 0.00% | +251+1.9% | 加碼 |
| Aviance Capital Partners, LLC | 14,415 | $851.6 萬 | 0.98% | +58+0.4% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 14,943 | $882.7 萬 | 0.01% | +14,943 | 新進 |
| Man Group plc | 15,094 | $891.7 萬 | 0.02% | −4,565−23.2% | 減碼 |
| Tudor Investment Corp Et Al | 15,249 | $900.8 萬 | 0.05% | +15,249 | 新進 |
| Swiss National Bank | 15,620 | $922.7 萬 | 0.01% | +720+4.8% | 加碼 |
| Allianz Asset Management GmbH | 15,850 | $936.3 萬 | 0.01% | −612−3.7% | 減碼 |
| Raymond James Financial Inc | 17,146 | $1,013 萬 | 0.00% | −1,059−5.8% | 減碼 |
| Norges Bank | 17,622 | $1,041 萬 | 0.00% | +17,622 | 新進 |
| Susquehanna Portfolio Strategies, LLC | 19,633 | $1,160 萬 | 0.18% | +1,118+6.0% | 加碼 |
| Legal & General Group Plc | 20,302 | $1,199 萬 | 0.00% | −735−3.5% | 減碼 |
| Barclays PLC | 20,343 | $1,202 萬 | 0.00% | +4,183+25.9% | 加碼 |
| Jane Street Group, LLC | 20,983 | $1,240 萬 | 0.01% | +20,983 | 新進 |
| Rhumbline Advisers | 21,195 | $1,252 萬 | 0.01% | −1,208−5.4% | 減碼 |
| EULAV Asset Management | 21,900 | $1,294 萬 | 0.35% | 00.0% | 不變 |