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 |
|---|---|---|---|---|---|
| First Sabrepoint Capital Management LP | 33,040 | $1,600 萬 | 6.54% | +6,040+22.4% | 加碼 |
| Lighthouse Investment Partners, LLC | 33,744 | $1,634 萬 | 0.61% | +30,346+893.1% | 加碼 |
| Segall Bryant & Hamill, LLC | 36,573 | $1,771 萬 | 0.25% | +8,264+29.2% | 加碼 |
| Renaissance Technologies LLC | 37,929 | $1,837 萬 | 0.03% | +25,960+216.9% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 42,035 | $2,036 萬 | 0.03% | +42,035 | 新進 |
| Kennedy Capital Management, Inc. | 42,059 | $2,037 萬 | 0.43% | +12,183+40.8% | 加碼 |
| JPMorgan Chase & Co | 43,882 | $2,046 萬 | 0.00% | +19,645+81.1% | 加碼 |
| Bank of New York Mellon Corp | 44,823 | $2,171 萬 | 0.00% | −12,166−21.3% | 減碼 |
| Nuveen, LLC | 45,670 | $2,212 萬 | 0.01% | −7,780−14.6% | 減碼 |
| Handelsbanken Fonder AB | 46,586 | $2,256 萬 | 0.08% | −11,000−19.1% | 減碼 |
| Capital Research Global Investors | 47,014 | $2,277 萬 | 0.00% | +24,910+112.7% | 加碼 |
| Millennium Management LLC | 47,744 | $2,312 萬 | 0.02% | +42,445+801.0% | 加碼 |
| Punch & Associates Investment Management, Inc. | 50,991 | $2,469 萬 | 1.42% | +8,940+21.3% | 加碼 |
| Gabelli Funds LLC | 51,300 | $2,484 萬 | 0.17% | +3,890+8.2% | 加碼 |
| Principal Financial Group Inc | 53,306 | $2,582 萬 | 0.01% | +1,743+3.4% | 加碼 |
| Vanguard Fiduciary Trust Co | 53,981 | $2,614 萬 | 0.01% | +53,981 | 新進 |
| Neumeier Poma Investment Counsel LLC | 54,097 | $2,620 萬 | 2.16% | −1,215−2.2% | 減碼 |
| Franklin Resources Inc | 58,410 | $2,829 萬 | 0.01% | +12,414+27.0% | 加碼 |
| Bessemer Group Inc | 59,878 | $2,900 萬 | 0.05% | +2,008+3.5% | 加碼 |
| Morgan Stanley | 61,383 | $2,973 萬 | 0.00% | −1,723−2.7% | 減碼 |
| Janus Henderson Group PLC | 68,741 | $3,329 萬 | 0.02% | −85−0.1% | 減碼 |
| Samlyn Capital, LLC | 69,484 | $3,365 萬 | 0.58% | −1,917−2.7% | 減碼 |
| Victory Capital Management Inc | 79,243 | $3,838 萬 | 0.02% | +76,832+3,186.7% | 加碼 |
| Northern Trust Corp | 81,664 | $3,955 萬 | 0.01% | +1,277+1.6% | 加碼 |
| UBS Group AG | 82,123 | $3,977 萬 | 0.01% | +42,106+105.2% | 加碼 |
| Gamco Investors, Inc. Et Al | 83,074 | $4,023 萬 | 0.40% | −8,802−9.6% | 減碼 |
| Price T Rowe Associates Inc | 92,621 | $4,486 萬 | 0.01% | −120,951−56.6% | 減碼 |
| Goldman Sachs Group Inc | 93,174 | $4,512 萬 | 0.01% | +19,019+25.6% | 加碼 |
| Broad Bay Capital Management, LP | 100,312 | $4,858 萬 | 5.00% | −12,992−11.5% | 減碼 |
| Point72 Asset Management, L.P. | 102,715 | $4,974 萬 | 0.09% | +32,347+46.0% | 加碼 |
| Charles Schwab Investment Management Inc | 104,726 | $5,072 萬 | 0.01% | +2,487+2.4% | 加碼 |
| Schroder Investment Management Group | 130,081 | $6,064 萬 | 0.05% | +13,491+11.6% | 加碼 |
| Boston Trust Walden Corp | 139,783 | $6,770 萬 | 0.56% | −14,884−9.6% | 減碼 |
| Ameriprise Financial Inc | 139,848 | $6,773 萬 | 0.02% | −3,867−2.7% | 減碼 |
| GW&K Investment Management, LLC | 163,284 | $7,908 萬 | 0.70% | +12,135+8.0% | 加碼 |
| FMR LLC | 167,381 | $8,106 萬 | 0.00% | −95,940−36.4% | 減碼 |
| Invesco Ltd. | 181,785 | $8,804 萬 | 0.01% | +85,432+88.7% | 加碼 |
| Dimensional Fund Advisors LP | 200,952 | $9,731 萬 | 0.02% | −308−0.2% | 減碼 |
| Geode Capital Management, LLC | 240,673 | $1.17 億 | 0.01% | +7,826+3.4% | 加碼 |
| Fiduciary Management Inc | 267,514 | $1.30 億 | 1.61% | +71,801+36.7% | 加碼 |
| Boston Partners | 299,660 | $1.45 億 | 0.15% | −68,179−18.5% | 減碼 |
| Vanguard Portfolio Management LLC | 317,722 | $1.54 億 | 0.01% | +317,722 | 新進 |
| Vanguard Capital Management LLC | 348,123 | $1.69 億 | 0.00% | +348,123 | 新進 |
| State Street Corp | 401,905 | $1.95 億 | 0.01% | +12,275+3.2% | 加碼 |
| Capital World Investors | 616,579 | $2.99 億 | 0.04% | −23,487−3.7% | 減碼 |
| BlackRock, Inc. | 1,198,316 | $5.80 億 | 0.01% | −3950.0% | 減碼 |
| Junto Capital Management LP | 0 | $0 | 0.00% | −78,857−100.0% | 清倉 |
| Bamco Inc | 0 | $0 | 0.00% | −37,078−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −20,983−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −14,943−100.0% | 清倉 |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −12,355−100.0% | 清倉 |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −11,000−100.0% | 清倉 |
| EMG Holdings, L.P. | 0 | $0 | 0.00% | −5,043−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −4,500−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −1,755−100.0% | 清倉 |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −1,516−100.0% | 清倉 |
| Quest Partners LLC | 0 | $0 | 0.00% | −1,498−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,292−100.0% | 清倉 |
| Guidance Capital, Inc | 0 | $0 | 0.00% | −1,107−100.0% | 清倉 |
| Caxton Associates LLP | 0 | $0 | 0.00% | −1,197−100.0% | 清倉 |
| Scientech Research LLC | 0 | $0 | 0.00% | −1,170−100.0% | 清倉 |
| GTS Securities LLC | 0 | $0 | 0.00% | −1,035−100.0% | 清倉 |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −1,003−100.0% | 清倉 |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −940−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −914−100.0% | 清倉 |
| Alps Advisors Inc | 0 | $0 | 0.00% | −839−100.0% | 清倉 |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −775−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −764−100.0% | 清倉 |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −754−100.0% | 清倉 |
| Zhang Financial LLC | 0 | $0 | 0.00% | −738−100.0% | 清倉 |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −664−100.0% | 清倉 |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −658−100.0% | 清倉 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −491−100.0% | 清倉 |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −478−100.0% | 清倉 |
| Versor Investments LP | 0 | $0 | 0.00% | −453−100.0% | 清倉 |
| VARCOV Co. | 0 | $0 | 0.00% | −445−100.0% | 清倉 |
| Abel Hall, LLC | 0 | $0 | 0.00% | −428−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −408−100.0% | 清倉 |
| Davenport & Co LLC | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Occidental Asset Management, LLC | 0 | $0 | 0.00% | −397−100.0% | 清倉 |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −391−100.0% | 清倉 |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −378−100.0% | 清倉 |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −375−100.0% | 清倉 |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −357−100.0% | 清倉 |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −355−100.0% | 清倉 |
| Profund Advisors LLC | 0 | $0 | 0.00% | −350−100.0% | 清倉 |
| M&T Bank Corp | 0 | $0 | 0.00% | −342−100.0% | 清倉 |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −305−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −204−100.0% | 清倉 |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −123−100.0% | 清倉 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −120−100.0% | 清倉 |
| Danske Bank A/S | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −78−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −39−100.0% | 清倉 |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| Signature Equity Partners, LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| J.Safra Asset Management Corp | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Greenline Wealth Management LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |