Cavco IndustriesCVCO

13F holders, Q1 2025 (March 31)
334holders +36
52new positions
17sold out
10famous investors
$519.47avg. 13F price*

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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions52$62.4M
Exits17$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.

Show all 334 holders