Cavco IndustriesCVCO

13F holders, Q2 2024 (June 30)
271holders +9
37new positions
28sold out
10famous investors
$346.16avg. 13F price*

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

0100200300400 Q1 2024: 262Q1 2024Q2 2024: 271Q2 2024Q3 2024: 292Q3 2024Q4 2024: 298Q4 2024Q1 2025: 334Q1 2025Q2 2025: 314Q2 2025Q3 2025: 325Q3 2025Q4 2025: 354Q4 2025Q1 2026: 346Q1 2026Q2 2026: 360Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions37$33.6M
Exits28$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.

Show all 271 holders