Cavco IndustriesCVCO
13F holders, Q2 2026 (June 30)360holders +14
52new positions
36sold out
8famous investors
$614.39avg. 13F price*
At the end of Q2 2026, 360 institutions reported holding Cavco Industries Inc. (CVCO) in their 13F filings, up 14 from Q1 2026. 52 opened new positions and 36 sold out. The largest holders were BlackRock, Inc. ($767.1M), Capital World Investors ($324.5M) and State Street Corp. ($257.6M). 8 famous investors held it, including Stanley Druckenmiller (0.6% of Duquesne Family Office's portfolio), Mario Gabelli (0.4% of GAMCO Investors's portfolio) and Steve Cohen (0.1% of Point72 Asset Management's portfolio).
- Company
- Cavco Industries Inc.
- CUSIP
- 149568107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $101.5M |
| Exits | 36 | $105.6M |
All 13F filers, Q1 2026 → Q2 2026: 644,959 shares bought and 779,511 shares sold, net −134,552 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 360 holders
| BlackRock, Inc. | 0.01% | Add +4.2% | 1,248,595 | $767.1M |
| Capital World Investors | 0.04% | Reduce -14.3% | 528,190 | $324.5M |
| State Street Corp. | 0.01% | Add +4.3% | 419,204 | $257.6M |
| Vanguard Capital Management LLC | 0.00% | Reduce -0.1% | 347,619 | $213.6M |
| Vanguard Portfolio Management LLC | 0.01% | Add +4.2% | 331,162 | $203.5M |
| Boston Partners | 0.18% | Add +8.7% | 325,596 | $199.6M |
| Geode Capital Management, LLC | 0.01% | Add +7.7% | 259,180 | $159.3M |
| Fiduciary Management Inc. | 2.19% | Reduce -6.5% | 250,135 | $153.7M |
| Dimensional Fund Advisors LP | 0.02% | Add +1.3% | 203,458 | $125.0M |
| Ameriprise Financial Inc. | 0.02% | Add +29.1% | 180,511 | $110.9M |
| Boston Trust Walden Corp | 0.73% | Add +11.4% | 155,713 | $95.7M |
| GW&K Investment Management, LLC | 0.74% | Reduce -6.0% | 153,439 | $94.3M |
| Invesco Ltd. | 0.01% | Reduce -17.7% | 149,655 | $91.9M |
| Schroder Investment Management Group | 0.06% | Add +0.2% | 130,350 | $80.0M |
| Point72 Asset Management | 0.11% | Add +6.6% | 109,528 | $67.3M |
| FMR LLC | 0.00% | Reduce -34.7% | 109,289 | $67.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.5% | 108,389 | $66.6M |
| Victory Capital Management Inc. | 0.04% | Add +33.6% | 105,872 | $65.0M |
| Northern Trust Corp. | 0.01% | Add +6.5% | 86,937 | $53.4M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -6.5% | 86,552 | $53.2M |
| GAMCO Investors | 0.44% | Reduce -3.9% | 79,844 | $49.1M |
| Marshall Wace, LLP | 0.04% | Add +994.1% | 74,839 | $46.0M |
| Jupiter Topco LLC | 0.02% | — | 69,912 | $43.0M |
| Neumeier Poma Investment Counsel LLC | 2.93% | Add +28.9% | 69,707 | $42.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -33.8% | 61,679 | $37.9M |
| Morgan Stanley | 0.00% | Reduce -6.1% | 57,665 | $35.4M |
| Nuveen, LLC | 0.01% | Add +25.5% | 57,303 | $35.2M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +3.0% | 55,612 | $34.2M |
| Principal Financial Group Inc. | 0.02% | Add +3.3% | 55,036 | $33.8M |
| Franklin Resources Inc. | 0.01% | Reduce -6.9% | 54,387 | $33.4M |
| Punch & Associates Investment Management, Inc. | 1.65% | Add +5.8% | 53,930 | $33.1M |
| Bessemer Group Inc. | 0.04% | Reduce -16.6% | 49,960 | $30.7M |
| Gabelli Funds LLC | 0.19% | Reduce -4.9% | 48,780 | $30.0M |
| Capital Research Global Investors | 0.00% | Add +2.7% | 48,293 | $29.7M |
| Bank of New York Mellon Corp | 0.00% | Add +2.0% | 45,731 | $28.1M |
| Renaissance Technologies | 0.04% | Add +11.2% | 42,169 | $25.9M |
| Kennedy Capital Management LLC | 0.45% | Reduce -1.9% | 41,242 | $25.3M |
| Handelsbanken Fonder AB | 0.07% | Reduce -12.9% | 40,551 | $24.9M |
| Duquesne Family Office | 0.56% | New | 39,500 | $24.3M |
| Bank of America Corp. | 0.00% | Add +41.0% | 38,557 | $23.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.4% | 37,102 | $23.0M |
| Segall Bryant & Hamill, LLC | 0.27% | Add +1.8% | 37,226 | $22.9M |
| Millennium Management | 0.02% | Reduce -26.6% | 35,070 | $21.5M |
| Public Sector Pension Investment Board | 0.05% | Add +7.3% | 32,524 | $20.0M |
| Robotti Robert | 3.21% | Add +0.0% | 32,396 | $19.9M |
| Cerity Partners LLC | 0.02% | Add +2.9% | 31,514 | $19.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +17.0% | 31,454 | $19.3M |
| Robeco Schweiz AG | 0.29% | No change | 29,200 | $17.9M |
| Qube Research & Technologies Ltd | 0.02% | Add +43.0% | 25,204 | $15.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | New | 25,200 | $15.5M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Reduce -40.5% | 25,000 | $15.4M |
| Broad Bay Capital Management, LP | 1.39% | Reduce -76.2% | 23,853 | $14.7M |
| Citigroup Inc. | 0.01% | Add +183.8% | 23,690 | $14.6M |
| AQR Capital Management | 0.00% | Add +56.0% | 22,824 | $14.0M |
| EULAV Asset Management | 0.43% | No change | 21,900 | $13.5M |
| Neuberger Berman Group LLC | 0.01% | Add +14.5% | 21,804 | $13.4M |
| American Century Companies Inc. | 0.01% | Add +15.3% | 20,396 | $12.5M |
| Capital Fund Management S.A. | 0.09% | New | 20,290 | $12.5M |
| Tributary Capital Management, LLC | 0.97% | New | 19,142 | $11.8M |
| Rhumbline Advisers | 0.01% | Reduce -11.3% | 19,006 | $11.7M |
| Pillsbury Lake Capital LLC | 3.17% | Add +19.0% | 18,772 | $11.5M |
| Trexquant Investment LP | 0.07% | New | 18,547 | $11.4M |
| First Sabrepoint Capital Management LP | 4.86% | Reduce -44.0% | 18,500 | $11.4M |
| Legal & General Group Plc | 0.00% | Reduce -2.3% | 17,977 | $11.0M |
| D. E. Shaw & Co. | 0.01% | Add +2461.1% | 17,902 | $11.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.2% | 17,519 | $10.8M |
| Barclays PLC | 0.00% | Add +28.6% | 15,415 | $9.5M |
| Swiss National Bank | 0.00% | Reduce -1.6% | 15,180 | $9.3M |
| Intrinsic Edge Capital Management LLC | 1.14% | New | 15,000 | $9.2M |
| Rafferty Asset Management, LLC | 0.02% | Add +34.2% | 14,813 | $9.1M |
| Aviance Capital Partners, LLC | 0.94% | Add +4.0% | 14,715 | $9.0M |
| Jacobs Levy Equity Management, Inc. | 0.03% | Add +23.3% | 14,595 | $9.0M |
| Susquehanna Portfolio Strategies, LLC | 0.14% | Reduce -10.1% | 14,370 | $8.8M |
| Pier Capital, LLC | 1.15% | Add +1.7% | 14,075 | $8.6M |
| SG Capital Management LLC | 0.77% | Reduce -6.8% | 13,903 | $8.5M |
| Deutsche Bank AG | 0.00% | Add +42.5% | 13,876 | $8.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.3% | 13,805 | $8.5M |
| Ashford Capital Management Inc. | 0.90% | Reduce -52.5% | 13,730 | $8.4M |
| Russell Investments Group, Ltd. | 0.01% | Add +29.9% | 13,683 | $8.4M |
| Westbourne Investment Advisors, Inc. | 2.22% | Add +5.2% | 13,097 | $8.0M |
| Ballast Asset Management, LP | 2.94% | Reduce -1.0% | 11,995 | $7.4M |
| Citadel Advisors | 0.00% | Reduce -52.9% | 11,872 | $7.3M |
| Wells Fargo & Company | 0.00% | Add +164.8% | 11,213 | $6.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -2.8% | 9,801 | $6.0M |
| UBS Group AG | 0.00% | Reduce -88.5% | 9,474 | $5.8M |
| Sei Investments Co. | 0.01% | Reduce -24.9% | 9,382 | $5.8M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +11.2% | 9,401 | $5.7M |
| Brasada Capital Management, LP | 0.99% | Reduce -9.1% | 8,885 | $5.5M |
| Philadelphia Financial Management of San Francisco, LLC | 1.48% | Reduce -44.4% | 8,810 | $5.4M |
| California State Teachers Retirement System | 0.00% | Reduce -7.2% | 8,652 | $5.3M |
| Alliancebernstein L.P. | 0.00% | Add +3.5% | 10,353 | $5.0M |
| Prudential Financial Inc. | 0.01% | Add +0.8% | 8,034 | $4.9M |
| Royal Bank of Canada | 0.00% | Add +14.1% | 7,906 | $4.9M |
| Watchman Group, Inc. | 1.07% | Add +1.4% | 7,788 | $4.8M |
| First Trust Advisors LP | 0.00% | Add +77.4% | 7,771 | $4.8M |
| Confluence Investment Management LLC | 0.07% | Reduce -8.5% | 7,310 | $4.5M |
| State of Wisconsin Investment Board | 0.01% | Reduce -38.7% | 7,211 | $4.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | No change | 7,204 | $4.4M |
| Man Group plc | 0.01% | Reduce -13.5% | 7,167 | $4.4M |
| Creative Planning | 0.00% | Add +33.8% | 6,843 | $4.2M |
"% of holder's portfolio" is CVCO's weight in each manager's 13F, not the share of Cavco Industries Inc. the manager owns.