Cavco IndustriesCVCO
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 271 institutions reported holding Cavco Industries Inc. (CVCO) in their 13F filings, up 9 from Q1 2024. 37 opened new positions and 28 sold out. The largest holders were BlackRock Inc. ($431.7M), Vanguard Group Inc. ($256.5M) and Capital World Investors ($209.8M). 10 famous investors held it, including Mario Gabelli (0.5% of GAMCO Investors's portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Cavco Industries Inc.
- CUSIP
- 149568107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $33.6M |
| Exits | 28 | $17.7M |
All 13F filers, Q1 2024 → Q2 2024: 338,375 shares bought and 580,093 shares sold, net −241,718 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 271 holders
| BlackRock Inc. | 0.01% | Reduce -2.0% | 1,247,002 | $431.7M |
| Vanguard Group Inc. | 0.00% | Reduce -2.2% | 741,000 | $256.5M |
| Capital World Investors | 0.03% | No change | 605,925 | $209.8M |
| State Street Corp. | 0.01% | Add +13.4% | 410,883 | $142.2M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -2.3% | 402,335 | $139.3M |
| Wellington Management Group LLP | 0.02% | Reduce -34.7% | 287,109 | $99.4M |
| Broad Bay Capital Management, LP | 10.19% | Reduce -21.7% | 215,326 | $74.5M |
| Geode Capital Management, LLC | 0.01% | Add +5.9% | 211,562 | $73.2M |
| GW&K Investment Management, LLC | 0.66% | Add +1.6% | 209,981 | $72.7M |
| Pacer Advisors, Inc. | 0.17% | Reduce -2.6% | 203,662 | $70.5M |
| Boston Trust Walden Corp | 0.50% | Add +0.8% | 196,046 | $67.9M |
| American Century Companies Inc. | 0.04% | Reduce -1.5% | 194,274 | $67.3M |
| Invesco Ltd. | 0.01% | Reduce -13.2% | 145,872 | $50.5M |
| GAMCO Investors | 0.53% | Reduce -4.8% | 140,967 | $48.8M |
| FMR LLC | 0.00% | Reduce -22.1% | 126,615 | $43.8M |
| Schroder Investment Management Group | 0.04% | Reduce -0.2% | 110,490 | $38.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.0% | 108,527 | $37.6M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -2.6% | 107,948 | $37.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.9% | 103,518 | $35.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -6.5% | 92,834 | $32.1M |
| Northern Trust Corp. | 0.00% | Reduce -8.3% | 81,884 | $28.3M |
| Gabelli Funds LLC | 0.20% | Reduce -2.9% | 74,920 | $25.9M |
| Fisher Asset Management | 0.01% | Add +5.4% | 65,867 | $22.8M |
| Cannell Capital LLC | 5.30% | Add +0.0% | 64,037 | $22.2M |
| Ashford Capital Management Inc. | 2.72% | Reduce -0.1% | 58,100 | $20.1M |
| Handelsbanken Fonder AB | 0.09% | Reduce -38.2% | 57,186 | $19.8M |
| Morgan Stanley | 0.00% | Reduce -13.3% | 55,588 | $19.2M |
| Royce & Associates LP | 0.17% | Reduce -3.2% | 51,846 | $17.9M |
| Jacobs Levy Equity Management, Inc. | 0.07% | Add +62.5% | 47,957 | $16.6M |
| Bessemer Group Inc. | 0.03% | Add +37.3% | 47,037 | $16.3M |
| Robotti Robert | 2.33% | Add +0.1% | 42,935 | $14.9M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.1% | 41,738 | $14.4M |
| Punch & Associates Investment Management, Inc. | 0.84% | Add +51.8% | 40,966 | $14.2M |
| Norges Bank | 0.00% | Reduce -19.5% | 40,666 | $14.1M |
| Kennedy Capital Management LLC | 0.29% | Reduce -17.9% | 39,420 | $13.6M |
| SG Capital Management LLC | 2.07% | New | 35,385 | $12.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.0% | 34,448 | $11.9M |
| AYAL Capital Advisors Ltd | 6.56% | Add +61.4% | 29,861 | $10.3M |
| Osterweis Capital Management Inc. | 0.66% | Add +25.3% | 29,272 | $10.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +41.7% | 27,939 | $9.7M |
| Qube Research & Technologies Ltd | 0.02% | Add +231.9% | 24,965 | $8.6M |
| Nuveen Asset Management, LLC | 0.00% | Add +1.8% | 24,724 | $8.6M |
| Cerity Partners LLC | 0.02% | Reduce -48.7% | 24,464 | $8.5M |
| Rhumbline Advisers | 0.01% | Reduce -0.6% | 23,874 | $8.3M |
| JPMorgan Chase & Co. | 0.00% | Add +12.4% | 23,107 | $8.0M |
| Legal & General Group Plc | 0.00% | Reduce -2.8% | 21,367 | $7.4M |
| EULAV Asset Management | 0.19% | No change | 20,800 | $7.2M |
| Quantedge Capital Pte Ltd | 2.40% | Add +54.8% | 19,200 | $6.6M |
| Robeco Schweiz AG | 0.12% | No change | 18,000 | $6.2M |
| UBS Group AG | 0.00% | Reduce -7.8% | 17,671 | $6.1M |
| Neumeier Poma Investment Counsel LLC | 0.56% | Reduce -2.6% | 17,585 | $6.1M |
| Aviance Capital Partners, LLC | 0.85% | Add +6.9% | 17,194 | $6.0M |
| Deutsche Bank AG | 0.00% | Add +48.7% | 17,069 | $5.9M |
| Public Sector Pension Investment Board | 0.04% | Add +7.0% | 17,031 | $5.9M |
| Ballast Asset Management, LP | 3.09% | Add +6.5% | 16,457 | $5.7M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -9.3% | 15,222 | $5.3M |
| Citadel Advisors | 0.01% | Add +279.3% | 15,163 | $5.2M |
| Swiss National Bank | 0.00% | No change | 14,800 | $5.1M |
| First Sabrepoint Capital Management LP | 2.15% | Reduce -26.5% | 14,700 | $5.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +121.8% | 14,662 | $5.1M |
| Allianz Asset Management GmbH | 0.01% | Reduce -1.9% | 14,526 | $5.0M |
| Jane Street Group, LLC | 0.01% | Add +64.7% | 14,466 | $5.0M |
| Sei Investments Co. | 0.01% | Reduce -4.7% | 13,571 | $4.7M |
| Nicholas Investment Partners, LP | 0.54% | Add +1.0% | 13,491 | $4.7M |
| Truist Financial Corp. | 0.01% | Reduce -16.9% | 13,258 | $4.6M |
| Raymond James & Associates | 0.00% | Add +4.0% | 13,138 | $4.5M |
| Corient Private Wealth LP | 0.01% | Reduce -14.8% | 12,990 | $4.5M |
| Bank of America Corp. | 0.00% | Reduce -28.6% | 12,862 | $4.5M |
| Edgestream Partners, L.P. | 0.20% | New | 12,262 | $4.2M |
| Franklin Resources Inc. | 0.00% | Reduce -0.1% | 11,436 | $4.0M |
| First Eagle Investment Management, LLC | 0.01% | Reduce -7.3% | 11,428 | $4.0M |
| Ancora Advisors LLC | 0.09% | Reduce -0.3% | 10,980 | $3.8M |
| Natixis Advisors, LLC | 0.01% | New | 10,514 | $3.6M |
| Confluence Investment Management LLC | 0.05% | Reduce -12.7% | 10,234 | $3.5M |
| Citigroup Inc. | 0.00% | Add +6.3% | 10,025 | $3.5M |
| Watchman Group, Inc. | 1.08% | Add +0.7% | 9,785 | $3.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -6.4% | 9,575 | $3.3M |
| Thrivent Financial for Lutherans | 0.01% | Add +37.1% | 9,456 | $3.3M |
| Prudential Financial Inc. | 0.00% | Reduce -3.8% | 9,239 | $3.2M |
| Russell Investments Group, Ltd. | 0.01% | Add +0.5% | 9,106 | $3.2M |
| Royal Bank of Canada | 0.00% | Reduce -0.2% | 9,068 | $3.1M |
| Harbor Capital Advisors, Inc. | 0.24% | Add +507.8% | 9,068 | $3.1M |
| Millennium Management | 0.00% | Reduce -34.1% | 8,874 | $3.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +25.8% | 8,523 | $2.9M |
| Victory Capital Management Inc. | 0.00% | Add +8.2% | 8,323 | $2.9M |
| Prelude Capital Management, LLC | 0.24% | Add +1.3% | 8,197 | $2.8M |
| Marks Group Wealth Management, Inc | 0.29% | Add +1.4% | 8,031 | $2.8M |
| California State Teachers Retirement System | 0.00% | Reduce -2.7% | 7,393 | $2.6M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 7,091 | $2.5M |
| Janus Henderson Group PLC | 0.00% | Add +12.1% | 7,065 | $2.4M |
| Barclays PLC | 0.00% | Reduce -54.4% | 6,578 | $2.3M |
| ExodusPoint Capital Management, LP | 0.02% | New | 6,334 | $2.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -39.9% | 6,223 | $2.2M |
| Holocene Advisors, LP | 0.01% | Reduce -29.9% | 6,127 | $2.1M |
| TD Asset Management Inc | 0.00% | No change | 6,100 | $2.1M |
| State of Wisconsin Investment Board | 0.01% | Add +411.2% | 5,853 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -8.3% | 5,750 | $2.0M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -8.3% | 5,750 | $2.0M |
| First Trust Advisors LP | 0.00% | Reduce -48.5% | 5,696 | $2.0M |
| New York State Common Retirement Fund | 0.00% | Reduce -0.0% | 5,691 | $2.0M |
"% of holder's portfolio" is CVCO's weight in each manager's 13F, not the share of Cavco Industries Inc. the manager owns.