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。
2026 年第 1 季 13F 持有人
Cavco Industries, Inc. 在 2026/3/31 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
- 346
- 較 2025 年第 4 季 −2 家
- 持有股數
- 784.8 萬
- 較 2025 年第 4 季 +82.7 萬 (+11.8%)
- 總市值
- $38.0 億
- 較 2025 年第 4 季 −$3.52 億 (−8.5%)
- 新進機構
- 57
- 另有 138 家加碼
- 清倉機構
- 59
- 另有 111 家減碼
另有 6 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 2,571 | $124.5 萬 | 0.00% | +100+4.0% | 加碼 |
| Aquatic Capital Management LLC | 2,598 | $125.8 萬 | 0.04% | +2,598 | 新進 |
| Gsa Capital Partners LLP | 2,735 | $132.5 萬 | 0.08% | +1,242+83.2% | 加碼 |
| Brevan Howard Capital Management LP | 2,810 | $136.1 萬 | 0.01% | +2,810 | 新進 |
| Fifth Third Bancorp | 2,824 | $136.7 萬 | 0.00% | +2,420+599.0% | 加碼 |
| New York State Teachers Retirement System | 2,888 | $139.9 萬 | 0.00% | +191+7.1% | 加碼 |
| Cascade Investment Advisors, Inc. | 2,945 | $142.6 萬 | 0.84% | +280+10.5% | 加碼 |
| Marks Group Wealth Management, Inc | 2,988 | $144.7 萬 | 0.14% | −3,390−53.2% | 減碼 |
| Diversified Management Inc | 3,042 | $147.3 萬 | 0.25% | +3,042 | 新進 |
| Vanguard Global Advisers, LLC | 3,139 | $152.0 萬 | 0.00% | +3,139 | 新進 |
| Voya Investment Management LLC | 3,149 | $152.5 萬 | 0.00% | −200−6.0% | 減碼 |
| Truist Financial Corp | 3,318 | $160.7 萬 | 0.00% | +84+2.6% | 加碼 |
| Louisiana State Employees Retirement System | 3,400 | $164.7 萬 | 0.03% | −200−5.6% | 減碼 |
| Manufacturers Life Insurance Company, The | 3,419 | $165.6 萬 | 0.00% | −116−3.3% | 減碼 |
| Credit Agricole S A | 3,518 | $170.4 萬 | 0.01% | 00.0% | 不變 |
| Entropy Technologies, LP | 3,624 | $175.5 萬 | 0.08% | +684+23.3% | 加碼 |
| Numerai GP LLC | 3,644 | $176.5 萬 | 0.18% | +3,644 | 新進 |
| Intech Investment Management LLC | 3,650 | $176.8 萬 | 0.02% | −2,116−36.7% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 3,670 | $177.7 萬 | 0.00% | +81+2.3% | 加碼 |
| Militia Capital Management LLC | 3,740 | $181.1 萬 | 0.41% | +3,740 | 新進 |
| Schonfeld Strategic Advisors LLC | 3,779 | $183.0 萬 | 0.01% | +2,832+299.0% | 加碼 |
| Oppenheimer Asset Management Inc. | 3,795 | $183.8 萬 | 0.02% | +393+11.6% | 加碼 |
| State of New Jersey Common Pension Fund D | 3,886 | $188.2 萬 | 0.01% | −114−2.9% | 減碼 |
| State of Tennessee, Treasury Department | 3,891 | $188.4 萬 | 0.01% | 00.0% | 不變 |
| Squarepoint Ops LLC | 4,001 | $193.8 萬 | 0.00% | +4,001 | 新進 |
| Brinker Capital Investments, LLC | 4,018 | $194.6 萬 | 0.02% | +427+11.9% | 加碼 |
| LPL Financial LLC | 4,165 | $201.7 萬 | 0.00% | +668+19.1% | 加碼 |
| Wells Fargo & Company | 4,235 | $205.1 萬 | 0.00% | −5,360−55.9% | 減碼 |
| State of Alaska, Department of Revenue | 4,261 | $206.2 萬 | 0.02% | −143−3.2% | 減碼 |
| MetLife Investment Management | 4,303 | $208.4 萬 | 0.01% | +19+0.4% | 加碼 |
| First Trust Advisors LP | 4,380 | $212.1 萬 | 0.00% | +978+28.7% | 加碼 |
| STRS Ohio | 4,400 | $213.1 萬 | 0.01% | +2,100+91.3% | 加碼 |
| Balyasny Asset Management LLC | 4,440 | $215.0 萬 | 0.00% | +4,440 | 新進 |
| Two Sigma Investments, LP | 4,500 | $217.9 萬 | 0.00% | +4,500 | 新進 |
| Illinois Municipal Retirement Fund | 4,517 | $218.8 萬 | 0.03% | +229+5.3% | 加碼 |
| Anchor Capital Advisors LLC | 4,518 | $218.8 萬 | 0.06% | −35−0.8% | 減碼 |
| Crown Advisors Management, Inc. | 5,000 | $242.1 萬 | 1.61% | −3,000−37.5% | 減碼 |
| Jones Financial Companies LLLP | 5,302 | $247.2 萬 | 0.00% | +4,751+862.3% | 加碼 |
| Creative Planning | 5,116 | $247.8 萬 | 0.00% | +970+23.4% | 加碼 |
| Pathstone Holdings, LLC | 5,215 | $252.6 萬 | 0.01% | +967+22.8% | 加碼 |
| Thrivent Financial for Lutherans | 5,463 | $264.6 萬 | 0.01% | −183−3.2% | 減碼 |
| Allianz Asset Management GmbH | 5,599 | $271.2 萬 | 0.00% | −10,251−64.7% | 減碼 |
| Quadrature Capital Ltd | 5,648 | $273.5 萬 | 0.03% | +5,648 | 新進 |
| Bridgewater Associates, LP | 5,698 | $275.9 萬 | 0.01% | +1,630+40.1% | 加碼 |
| Cannell Capital LLC | 5,759 | $278.9 萬 | 1.81% | −5,601−49.3% | 減碼 |
| Atom Investors LP | 5,939 | $287.6 萬 | 0.21% | +5,939 | 新進 |
| Great West Life Assurance Co | 6,328 | $306.4 萬 | 0.01% | −347−5.2% | 減碼 |
| Prelude Capital Management, LLC | 6,336 | $306.8 萬 | 0.24% | −1,557−19.7% | 減碼 |
| Susquehanna International Group, LLP | 6,370 | $308.5 萬 | 0.00% | +2,494+64.3% | 加碼 |
| Harbor Capital Advisors, Inc. | 6,423 | $311.1 萬 | 0.25% | +160+2.6% | 加碼 |
| Marshall Wace, LLP | 6,840 | $331.3 萬 | 0.00% | +1,797+35.6% | 加碼 |
| Royal Bank of Canada | 6,931 | $335.7 萬 | 0.00% | −2,585−27.2% | 減碼 |
| Vanguard Asset Management, Ltd | 7,204 | $348.9 萬 | 0.00% | +7,204 | 新進 |
| Watchman Group, Inc. | 7,680 | $371.9 萬 | 0.90% | −41−0.5% | 減碼 |
| Prudential Financial Inc | 7,970 | $386.0 萬 | 0.00% | −755−8.7% | 減碼 |
| Confluence Investment Management LLC | 7,990 | $386.9 萬 | 0.06% | −2,431−23.3% | 減碼 |
| Man Group plc | 8,283 | $401.1 萬 | 0.01% | −6,811−45.1% | 減碼 |
| Citigroup Inc | 8,347 | $404.2 萬 | 0.00% | −712−7.9% | 減碼 |
| Allspring Global Investments Holdings, LLC | 8,458 | $410.8 萬 | 0.01% | −4,797−36.2% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 9,115 | $441.4 萬 | 0.08% | +9,115 | 新進 |
| California State Teachers Retirement System | 9,319 | $451.3 萬 | 0.00% | +1,808+24.1% | 加碼 |
| Brasada Capital Management, LP | 9,775 | $470.4 萬 | 0.86% | +9,775 | 新進 |
| Deutsche Bank AG | 9,739 | $471.7 萬 | 0.00% | +649+7.1% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,079 | $488.1 萬 | 0.01% | +934+10.2% | 加碼 |
| Russell Investments Group, Ltd. | 10,535 | $510.3 萬 | 0.01% | −1,847−14.9% | 減碼 |
| Rafferty Asset Management, LLC | 11,036 | $534.5 萬 | 0.02% | −1,740−13.6% | 減碼 |
| State of Wisconsin Investment Board | 11,767 | $569.9 萬 | 0.01% | −806−6.4% | 減碼 |
| Jacobs Levy Equity Management, Inc | 11,838 | $573.3 萬 | 0.02% | −17,636−59.8% | 減碼 |
| Barclays PLC | 11,990 | $580.7 萬 | 0.00% | −8,353−41.1% | 減碼 |
| Ballast Asset Management, LP | 12,117 | $586.8 萬 | 2.61% | +305+2.6% | 加碼 |
| Alliancebernstein L.P. | 10,001 | $590.8 萬 | 0.00% | +1,051+11.7% | 加碼 |
| Westbourne Investment Advisors, Inc. | 12,454 | $603.1 萬 | 1.76% | +66+0.5% | 加碼 |
| SEI Investments Co | 12,494 | $605.1 萬 | 0.01% | +5,655+82.7% | 加碼 |
| Pier Capital, LLC | 13,839 | $670.2 萬 | 1.11% | +1,736+14.3% | 加碼 |
| UBS Asset Management Americas Inc | 13,989 | $677.5 萬 | 0.00% | +407+3.0% | 加碼 |
| Aviance Capital Partners, LLC | 14,151 | $685.3 萬 | 0.80% | −264−1.8% | 減碼 |
| AQR Capital Management LLC | 14,627 | $708.4 萬 | 0.00% | +11,670+394.7% | 加碼 |
| Royce & Associates LP | 14,700 | $711.9 萬 | 0.07% | −7,804−34.7% | 減碼 |
| SG Capital Management LLC | 14,924 | $722.8 萬 | 0.59% | +14,924 | 新進 |
| Swiss National Bank | 15,420 | $746.8 萬 | 0.00% | −200−1.3% | 減碼 |
| Pillsbury Lake Capital LLC | 15,774 | $763.9 萬 | 3.46% | −9,772−38.3% | 減碼 |
| Philadelphia Financial Management of San Francisco, LLC | 15,850 | $767.6 萬 | 2.46% | +15,850 | 新進 |
| Susquehanna Portfolio Strategies, LLC | 15,988 | $774.3 萬 | 0.12% | −3,645−18.6% | 減碼 |
| Qube Research & Technologies Ltd | 17,625 | $853.6 萬 | 0.01% | +16,372+1,306.6% | 加碼 |
| American Century Companies Inc | 17,682 | $856.3 萬 | 0.00% | −12,931−42.2% | 減碼 |
| Raymond James Financial Inc | 18,287 | $885.6 萬 | 0.00% | +1,141+6.7% | 加碼 |
| Legal & General Group Plc | 18,396 | $890.9 萬 | 0.00% | −1,906−9.4% | 減碼 |
| Neuberger Berman Group LLC | 19,047 | $922.4 萬 | 0.01% | −5,180−21.4% | 減碼 |
| Tudor Investment Corp Et Al | 20,234 | $979.9 萬 | 0.05% | +4,985+32.7% | 加碼 |
| Rhumbline Advisers | 21,428 | $1,038 萬 | 0.01% | +233+1.1% | 加碼 |
| EULAV Asset Management | 21,900 | $1,061 萬 | 0.34% | 00.0% | 不變 |
| Citadel Advisors LLC | 25,185 | $1,220 萬 | 0.01% | −15,853−38.6% | 減碼 |
| Envestnet Asset Management Inc | 26,883 | $1,302 萬 | 0.00% | +1,728+6.9% | 加碼 |
| Bank of America Corp | 27,353 | $1,325 萬 | 0.00% | +1,824+7.1% | 加碼 |
| Ashford Capital Management Inc | 28,917 | $1,400 萬 | 1.73% | +505+1.8% | 加碼 |
| Robeco Schweiz AG | 29,200 | $1,414 萬 | 0.30% | +3,200+12.3% | 加碼 |
| Public Sector Pension Investment Board | 30,319 | $1,468 萬 | 0.05% | +3,293+12.2% | 加碼 |
| Cerity Partners LLC | 30,641 | $1,484 萬 | 0.02% | +2,086+7.3% | 加碼 |
| Robotti Robert | 32,388 | $1,569 萬 | 2.45% | +687+2.2% | 加碼 |
| Tensile Capital Management LP | 33,000 | $1,598 萬 | 2.29% | +33,000 | 新進 |