Cavco IndustriesCVCO
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 334 institutions reported holding Cavco Industries Inc. (CVCO) in their 13F filings, up 36 from Q4 2024. 52 opened new positions and 17 sold out. The largest holders were BlackRock, Inc. ($653.1M), Vanguard Group Inc. ($402.6M) and Capital World Investors ($332.1M). 10 famous investors held it, including Mario Gabelli (0.6% of GAMCO Investors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Cavco Industries Inc.
- CUSIP
- 149568107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $62.4M |
| Exits | 17 | $17.5M |
All 13F filers, Q4 2024 → Q1 2025: 527,916 shares bought and 539,216 shares sold, net −11,300 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 334 holders
| BlackRock, Inc. | 0.01% | Reduce -3.8% | 1,256,849 | $653.1M |
| Vanguard Group Inc. | 0.01% | Add +5.0% | 774,842 | $402.6M |
| Capital World Investors | 0.05% | Add +0.0% | 639,016 | $332.1M |
| State Street Corp. | 0.01% | Reduce -9.1% | 358,845 | $186.5M |
| FMR LLC | 0.01% | Add +14.6% | 339,725 | $176.5M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -17.5% | 286,947 | $149.1M |
| Geode Capital Management, LLC | 0.01% | Add +1.4% | 230,164 | $119.6M |
| Invesco Ltd. | 0.02% | Add +7.5% | 196,210 | $102.0M |
| Boston Trust Walden Corp | 0.73% | Reduce -1.1% | 191,822 | $99.7M |
| GW&K Investment Management, LLC | 0.92% | Add +0.8% | 190,227 | $98.8M |
| Broad Bay Capital Management, LP | 13.91% | Add +18.3% | 178,189 | $92.6M |
| Ameriprise Financial Inc. | 0.02% | Add +64.0% | 155,765 | $80.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.4% | 109,367 | $56.8M |
| Wellington Management Group LLP | 0.01% | Reduce -20.6% | 105,091 | $54.6M |
| GAMCO Investors | 0.58% | Reduce -12.2% | 102,020 | $53.0M |
| T. Rowe Price Associates Inc. | 0.01% | Add +1.3% | 100,949 | $52.5M |
| Northern Trust Corp. | 0.01% | Reduce -2.3% | 89,642 | $46.6M |
| Janus Henderson Group PLC | 0.02% | Add +21.0% | 87,794 | $45.1M |
| Morgan Stanley | 0.00% | Reduce -3.6% | 79,647 | $41.4M |
| Schroder Investment Management Group | 0.04% | Reduce -0.4% | 73,528 | $37.8M |
| Fisher Asset Management | 0.02% | Reduce -1.4% | 72,479 | $37.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -24.0% | 56,065 | $29.1M |
| Ashford Capital Management Inc. | 3.72% | Reduce -4.8% | 55,465 | $28.8M |
| Handelsbanken Fonder AB | 0.12% | Reduce -5.2% | 54,286 | $28.2M |
| Gabelli Funds LLC | 0.22% | Reduce -16.7% | 54,280 | $28.2M |
| Loomis Sayles & Co. L P | 0.04% | Add +18.4% | 54,062 | $28.1M |
| Bessemer Group Inc. | 0.05% | Add +4.3% | 52,193 | $27.1M |
| Cannell Capital LLC | 8.88% | Reduce -39.8% | 50,520 | $26.3M |
| Neumeier Poma Investment Counsel LLC | 2.50% | Add +47.9% | 44,811 | $23.3M |
| Principal Financial Group Inc. | 0.01% | Add +1.5% | 42,761 | $22.2M |
| Punch & Associates Investment Management, Inc. | 1.47% | Add +1.5% | 42,522 | $22.1M |
| Robotti Robert | 4.20% | Reduce -2.6% | 40,343 | $21.0M |
| Millennium Management | 0.02% | Add +628.4% | 39,721 | $20.6M |
| Intrinsic Edge Capital Management LLC | 4.30% | Add +67.0% | 39,511 | $20.5M |
| Royce & Associates LP | 0.21% | Reduce -13.7% | 38,134 | $19.8M |
| Jacobs Levy Equity Management, Inc. | 0.07% | Reduce -41.0% | 34,612 | $18.0M |
| Osterweis Capital Management Inc. | 1.17% | Reduce -13.4% | 33,337 | $17.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -33.7% | 32,522 | $16.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.1% | 32,322 | $16.8M |
| SG Capital Management LLC | 1.65% | Reduce -32.2% | 31,667 | $16.5M |
| Cerity Partners LLC | 0.03% | Add +1.0% | 30,557 | $15.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -31.1% | 30,057 | $15.6M |
| Public Sector Pension Investment Board | 0.06% | Add +42.2% | 28,786 | $15.0M |
| Assenagon Asset Management S.A. | 0.02% | Reduce -17.0% | 25,997 | $13.5M |
| Robeco Schweiz AG | 0.32% | Add +9.1% | 25,300 | $13.1M |
| Rhumbline Advisers | 0.01% | Reduce -1.0% | 23,210 | $12.1M |
| Harbor Capital Advisors, Inc. | 0.54% | Reduce -0.6% | 22,904 | $11.9M |
| Nuveen, LLC | 0.00% | — | 22,609 | $11.7M |
| Capital Research Global Investors | 0.00% | No change | 22,104 | $11.5M |
| Legal & General Group Plc | 0.00% | Reduce -3.7% | 21,393 | $11.1M |
| Neuberger Berman Group LLC | 0.01% | Add +1336.1% | 21,297 | $11.1M |
| Jane Street Group, LLC | 0.02% | Add +171.8% | 21,060 | $10.9M |
| EULAV Asset Management | 0.27% | No change | 20,800 | $10.8M |
| UBS Group AG | 0.00% | Reduce -14.1% | 20,382 | $10.6M |
| Citigroup Inc. | 0.01% | Add +12.9% | 19,809 | $10.3M |
| Royal Bank of Canada | 0.00% | Add +5.2% | 18,951 | $9.8M |
| Bank of America Corp. | 0.00% | Add +108.8% | 17,879 | $9.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +15.4% | 17,876 | $9.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | New | 16,466 | $8.6M |
| Barclays PLC | 0.00% | Add +0.4% | 16,351 | $8.5M |
| Ballast Asset Management, LP | 4.36% | Add +1.5% | 15,911 | $8.3M |
| Kennedy Capital Management LLC | 0.20% | Reduce -50.7% | 15,807 | $8.2M |
| First Sabrepoint Capital Management LP | 3.26% | Add +17.6% | 15,000 | $7.8M |
| Victory Capital Management Inc. | 0.01% | Add +103.3% | 14,953 | $7.8M |
| Swiss National Bank | 0.01% | Add +2.0% | 14,900 | $7.7M |
| Interval Partners, LP | 0.27% | New | 14,895 | $7.7M |
| Allianz Asset Management GmbH | 0.01% | Add +0.7% | 14,706 | $7.6M |
| Schonfeld Strategic Advisors LLC | 0.05% | New | 14,229 | $7.4M |
| Deutsche Bank AG | 0.00% | Reduce -25.4% | 14,048 | $7.3M |
| Norges Bank | 0.00% | Reduce -65.1% | 13,857 | $7.2M |
| Aviance Capital Partners, LLC | 1.01% | Reduce -25.9% | 13,752 | $7.1M |
| Point72 Asset Management | 0.02% | New | 13,485 | $7.0M |
| Westbourne Investment Advisors, Inc. | 2.39% | Add +1.7% | 12,944 | $6.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.1% | 12,551 | $6.5M |
| Truist Financial Corp. | 0.01% | Add +0.8% | 12,385 | $6.4M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +62.7% | 12,403 | $6.4M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -3.6% | 12,268 | $6.4M |
| Citadel Advisors | 0.01% | Add +23.4% | 11,518 | $6.0M |
| Susquehanna International Group, LLP | 0.01% | Add +125.4% | 11,259 | $5.9M |
| Franklin Resources Inc. | 0.00% | Reduce -4.0% | 10,933 | $5.7M |
| Prudential Financial Inc. | 0.01% | Add +0.3% | 10,914 | $5.7M |
| Marks Group Wealth Management, Inc | 0.54% | Reduce -3.6% | 10,820 | $5.6M |
| American Century Companies Inc. | 0.00% | Reduce -71.5% | 10,678 | $5.5M |
| Quantedge Capital Pte Ltd | 1.71% | Add +48.6% | 10,400 | $5.4M |
| Ancora Advisors LLC | 0.11% | Reduce -1.7% | 9,900 | $5.1M |
| Atom Investors LP | 0.61% | Reduce -23.6% | 9,556 | $5.0M |
| State of Wisconsin Investment Board | 0.01% | Add +65.5% | 9,123 | $4.7M |
| Alliancebernstein L.P. | 0.00% | No change | 9,006 | $4.7M |
| Informed Momentum Co LLC | 0.77% | New | 8,621 | $4.5M |
| Confluence Investment Management LLC | 0.06% | Reduce -12.9% | 8,359 | $4.3M |
| Watchman Group, Inc. | 1.19% | Reduce -10.5% | 8,164 | $4.2M |
| Wells Fargo & Company | 0.00% | Add +93.4% | 8,104 | $4.2M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -4.5% | 8,033 | $4.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -8.9% | 7,666 | $4.0M |
| Tudor Investment Corporation | 0.03% | New | 7,443 | $3.9M |
| First Trust Advisors LP | 0.00% | Add +50.6% | 7,227 | $3.8M |
| Zacks Investment Management | 0.03% | New | 6,985 | $3.6M |
| California State Teachers Retirement System | 0.00% | Reduce -1.2% | 6,921 | $3.6M |
| Man Group plc | 0.01% | No change | 6,708 | $3.5M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 6,046 | $3.1M |
"% of holder's portfolio" is CVCO's weight in each manager's 13F, not the share of Cavco Industries Inc. the manager owns.