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 2 季 13F 持有人
Cavco Industries, Inc. 在 2026/6/30 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
- 360
- 較 2026 年第 1 季 +18 家
- 持有股數
- 777.0 萬
- 較 2026 年第 1 季 −8,254 (−0.1%)
- 總市值
- $47.4 億
- 較 2026 年第 1 季 +$9.72 億 (+25.8%)
- 新進機構
- 55
- 另有 142 家加碼
- 清倉機構
- 37
- 另有 115 家減碼
另有 4 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 1,950 | $119.8 萬 | 0.01% | 00.0% | 不變 |
| Vanguard Investments Australia, Ltd. | 2,016 | $123.9 萬 | 0.00% | +105+5.5% | 加碼 |
| State Board of Administration of Florida Retirement System | 2,064 | $126.8 萬 | 0.00% | +65+3.3% | 加碼 |
| Yousif Capital Management, LLC | 2,087 | $128.2 萬 | 0.01% | +7+0.3% | 加碼 |
| Arizona State Retirement System | 2,088 | $128.3 萬 | 0.01% | −56−2.6% | 減碼 |
| Amalgamated Bank | 2,088 | $128.3 萬 | 0.01% | −146−6.5% | 減碼 |
| Mariner, LLC | 2,125 | $130.6 萬 | 0.00% | +1,006+89.9% | 加碼 |
| PEAK6 LLC | 2,159 | $132.6 萬 | 0.03% | +1,228+131.9% | 加碼 |
| Blue Door Asset Management, LLC | 2,160 | $132.7 萬 | 0.68% | +2,160 | 新進 |
| Sheets Smith Wealth Management | 2,195 | $134.9 萬 | 0.13% | −55−2.4% | 減碼 |
| Moran Wealth Management, LLC | 2,280 | $140.1 萬 | 0.04% | +491+27.4% | 加碼 |
| Ancora Advisors, LLC | 2,301 | $141.4 萬 | 0.03% | +1,030+81.0% | 加碼 |
| Verdence Capital Advisors LLC | 2,306 | $141.7 萬 | 0.07% | −73−3.1% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 2,320 | $142.5 萬 | 0.01% | +233+11.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 2,404 | $147.7 萬 | 0.01% | −1,375−36.4% | 減碼 |
| New York State Teachers Retirement System | 2,481 | $152.4 萬 | 0.00% | −407−14.1% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 2,484 | $152.6 萬 | 0.03% | −6,631−72.7% | 減碼 |
| Hunter Perkins Capital Management, LLC | 2,505 | $153.9 萬 | 0.35% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 2,557 | $157.1 萬 | 0.03% | +349+15.8% | 加碼 |
| XTX Topco Ltd | 2,591 | $159.2 萬 | 0.02% | +1,743+205.5% | 加碼 |
| Polymer Capital Management (US) LLC | 2,594 | $159.4 萬 | 0.24% | +2,144+476.4% | 加碼 |
| STRS Ohio | 2,700 | $165.9 萬 | 0.01% | −1,700−38.6% | 減碼 |
| State of New Jersey Common Pension Fund D | 2,731 | $167.8 萬 | 0.01% | −1,155−29.7% | 減碼 |
| New York State Common Retirement Fund | 2,771 | $170.2 萬 | 0.00% | +200+7.8% | 加碼 |
| Fifth Third Bancorp | 2,857 | $175.5 萬 | 0.00% | +33+1.2% | 加碼 |
| Cascade Investment Advisors, Inc. | 2,875 | $176.6 萬 | 0.96% | −70−2.4% | 減碼 |
| Intech Investment Management LLC | 2,922 | $179.5 萬 | 0.02% | −728−19.9% | 減碼 |
| Vanguard Global Advisers, LLC | 2,950 | $181.2 萬 | 0.00% | −189−6.0% | 減碼 |
| Voya Investment Management LLC | 2,973 | $182.7 萬 | 0.00% | −176−5.6% | 減碼 |
| State of Alaska, Department of Revenue | 2,985 | $183.3 萬 | 0.02% | −1,276−29.9% | 減碼 |
| Gsa Capital Partners LLP | 3,047 | $187.2 萬 | 0.12% | +312+11.4% | 加碼 |
| Magnetar Financial LLC | 3,161 | $194.2 萬 | 0.02% | +3,161 | 新進 |
| Truist Financial Corp | 3,329 | $204.5 萬 | 0.00% | +11+0.3% | 加碼 |
| Louisiana State Employees Retirement System | 3,400 | $208.9 萬 | 0.03% | 00.0% | 不變 |
| State of Tennessee, Treasury Department | 3,491 | $214.5 萬 | 0.01% | −400−10.3% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 3,622 | $222.5 萬 | 0.00% | −48−1.3% | 減碼 |
| Balyasny Asset Management LLC | 3,749 | $230.3 萬 | 0.00% | −691−15.6% | 減碼 |
| Manufacturers Life Insurance Company, The | 3,751 | $230.5 萬 | 0.00% | +332+9.7% | 加碼 |
| Oppenheimer Asset Management Inc. | 3,794 | $233.1 萬 | 0.02% | −10.0% | 減碼 |
| Illinois Municipal Retirement Fund | 3,906 | $240.0 萬 | 0.03% | −611−13.5% | 減碼 |
| Brinker Capital Investments, LLC | 3,954 | $242.9 萬 | 0.02% | −64−1.6% | 減碼 |
| Anchor Capital Advisors LLC | 4,502 | $276.6 萬 | 0.08% | −16−0.4% | 減碼 |
| MetLife Investment Management | 4,578 | $281.3 萬 | 0.01% | +275+6.4% | 加碼 |
| LPL Financial LLC | 4,788 | $294.2 萬 | 0.00% | +623+15.0% | 加碼 |
| Susquehanna International Group, LLP | 4,824 | $296.4 萬 | 0.00% | −1,546−24.3% | 減碼 |
| Crown Advisors Management, Inc. | 5,000 | $307.2 萬 | 1.69% | 00.0% | 不變 |
| Numerai GP LLC | 5,031 | $309.1 萬 | 0.25% | +1,387+38.1% | 加碼 |
| Thrivent Financial for Lutherans | 5,379 | $330.5 萬 | 0.01% | −84−1.5% | 減碼 |
| Pathstone Holdings, LLC | 5,389 | $331.1 萬 | 0.01% | +174+3.3% | 加碼 |
| BNP Paribas Arbitrage, SA | 5,400 | $331.8 萬 | 0.00% | +2,863+112.8% | 加碼 |
| CI Private Wealth, LLC | 5,509 | $338.5 萬 | 0.00% | +4,118+296.0% | 加碼 |
| Dark Forest Capital Management LP | 5,698 | $350.1 萬 | 0.23% | +3,614+173.4% | 加碼 |
| Great West Life Assurance Co | 6,142 | $377.2 萬 | 0.01% | −186−2.9% | 減碼 |
| Two Sigma Investments, LP | 6,220 | $382.1 萬 | 0.00% | +1,720+38.2% | 加碼 |
| Allianz Asset Management GmbH | 6,239 | $383.3 萬 | 0.00% | +640+11.4% | 加碼 |
| Brevan Howard Capital Management LP | 6,252 | $384.1 萬 | 0.05% | +3,442+122.5% | 加碼 |
| Quantinno Capital Management LP | 6,339 | $389.5 萬 | 0.00% | +5,153+434.5% | 加碼 |
| Harbor Capital Advisors, Inc. | 6,383 | $392.2 萬 | 0.27% | −40−0.6% | 減碼 |
| Prelude Capital Management, LLC | 6,589 | $404.8 萬 | 0.30% | +253+4.0% | 加碼 |
| Jones Financial Companies LLLP | 6,724 | $415.7 萬 | 0.00% | +1,422+26.8% | 加碼 |
| Creative Planning | 6,843 | $420.4 萬 | 0.00% | +1,727+33.8% | 加碼 |
| Man Group plc | 7,167 | $440.3 萬 | 0.01% | −1,116−13.5% | 減碼 |
| Vanguard Asset Management, Ltd | 7,204 | $442.6 萬 | 0.00% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 7,211 | $443.0 萬 | 0.01% | −4,556−38.7% | 減碼 |
| Confluence Investment Management LLC | 7,310 | $449.1 萬 | 0.07% | −680−8.5% | 減碼 |
| First Trust Advisors LP | 7,771 | $477.4 萬 | 0.00% | +3,391+77.4% | 加碼 |
| Watchman Group, Inc. | 7,788 | $478.5 萬 | 1.07% | +108+1.4% | 加碼 |
| Royal Bank of Canada | 7,906 | $485.6 萬 | 0.00% | +975+14.1% | 加碼 |
| Prudential Financial Inc | 8,034 | $493.6 萬 | 0.01% | +64+0.8% | 加碼 |
| Alliancebernstein L.P. | 10,353 | $501.4 萬 | 0.00% | +352+3.5% | 加碼 |
| California State Teachers Retirement System | 8,652 | $531.6 萬 | 0.00% | −667−7.2% | 減碼 |
| Philadelphia Financial Management of San Francisco, LLC | 8,810 | $541.3 萬 | 1.48% | −7,040−44.4% | 減碼 |
| Brasada Capital Management, LP | 8,885 | $545.9 萬 | 0.99% | −890−9.1% | 減碼 |
| Allspring Global Investments Holdings, LLC | 9,401 | $565.8 萬 | 0.01% | +943+11.1% | 加碼 |
| SEI Investments Co | 9,382 | $576.4 萬 | 0.01% | −3,112−24.9% | 減碼 |
| UBS Group AG | 9,474 | $582.1 萬 | 0.00% | −72,649−88.5% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 9,801 | $602.2 萬 | 0.01% | −278−2.8% | 減碼 |
| Wells Fargo & Company | 11,213 | $688.9 萬 | 0.00% | +6,978+164.8% | 加碼 |
| Citadel Advisors LLC | 11,872 | $729.4 萬 | 0.00% | −13,313−52.9% | 減碼 |
| Ballast Asset Management, LP | 11,995 | $736.9 萬 | 2.94% | −122−1.0% | 減碼 |
| Westbourne Investment Advisors, Inc. | 13,097 | $804.7 萬 | 2.22% | +643+5.2% | 加碼 |
| Russell Investments Group, Ltd. | 13,683 | $840.7 萬 | 0.01% | +3,148+29.9% | 加碼 |
| Ashford Capital Management Inc | 13,730 | $843.5 萬 | 0.90% | −15,187−52.5% | 減碼 |
| UBS Asset Management Americas Inc | 13,805 | $848.2 萬 | 0.00% | −184−1.3% | 減碼 |
| Deutsche Bank AG | 13,876 | $852.5 萬 | 0.00% | +4,137+42.5% | 加碼 |
| SG Capital Management LLC | 13,903 | $854.2 萬 | 0.77% | −1,021−6.8% | 減碼 |
| Pier Capital, LLC | 14,075 | $864.7 萬 | 1.15% | +236+1.7% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 14,370 | $882.9 萬 | 0.14% | −1,618−10.1% | 減碼 |
| Jacobs Levy Equity Management, Inc | 14,595 | $896.7 萬 | 0.03% | +2,757+23.3% | 加碼 |
| Aviance Capital Partners, LLC | 14,715 | $904.1 萬 | 0.94% | +564+4.0% | 加碼 |
| Rafferty Asset Management, LLC | 14,813 | $910.1 萬 | 0.02% | +3,777+34.2% | 加碼 |
| Intrinsic Edge Capital Management LLC | 15,000 | $921.6 萬 | 1.14% | +15,000 | 新進 |
| Swiss National Bank | 15,180 | $932.6 萬 | 0.00% | −240−1.6% | 減碼 |
| Barclays PLC | 15,415 | $947.1 萬 | 0.00% | +3,425+28.6% | 加碼 |
| Raymond James Financial Inc | 17,519 | $1,076 萬 | 0.00% | −768−4.2% | 減碼 |
| D. E. Shaw & Co., Inc. | 17,902 | $1,100 萬 | 0.01% | +17,203+2,461.1% | 加碼 |
| Legal & General Group Plc | 17,977 | $1,104 萬 | 0.00% | −419−2.3% | 減碼 |
| First Sabrepoint Capital Management LP | 18,500 | $1,137 萬 | 4.86% | −14,540−44.0% | 減碼 |
| Trexquant Investment LP | 18,547 | $1,139 萬 | 0.07% | +18,547 | 新進 |
| Pillsbury Lake Capital LLC | 18,772 | $1,153 萬 | 3.17% | +2,998+19.0% | 加碼 |