Cavco IndustriesCVCO
13F holders, Q2 2025 (June 30)314holders −20
40new positions
55sold out
9famous investors
$434.51avg. 13F price*
At the end of Q2 2025, 314 institutions reported holding Cavco Industries Inc. (CVCO) in their 13F filings, down 20 from Q1 2025. 40 opened new positions and 55 sold out. The largest holders were BlackRock, Inc. ($519.8M), Vanguard Group Inc. ($349.3M) and Capital World Investors ($277.8M). 9 famous investors held it, including Mario Gabelli (0.4% of GAMCO Investors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.0% of Gotham 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $31.1M |
| Exits | 55 | $157.7M |
All 13F filers, Q1 2025 → Q2 2025: 786,475 shares bought and 864,333 shares sold, net −77,858 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 314 holders
| BlackRock, Inc. | 0.01% | Reduce -4.8% | 1,196,525 | $519.8M |
| Vanguard Group Inc. | 0.01% | Add +3.8% | 804,106 | $349.3M |
| Capital World Investors | 0.04% | Add +0.1% | 639,505 | $277.8M |
| FMR LLC | 0.01% | Add +49.1% | 506,703 | $220.1M |
| State Street Corp. | 0.01% | Add +6.1% | 380,682 | $165.4M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -19.7% | 230,466 | $100.1M |
| Geode Capital Management, LLC | 0.01% | Reduce -1.0% | 227,927 | $99.0M |
| Boston Partners | 0.10% | Add +5371.3% | 201,947 | $87.8M |
| Broad Bay Capital Management, LP | 10.38% | Reduce -4.7% | 169,855 | $73.8M |
| GW&K Investment Management, LLC | 0.64% | Reduce -13.0% | 165,526 | $71.9M |
| Boston Trust Walden Corp | 0.51% | Reduce -14.9% | 163,206 | $70.9M |
| Ameriprise Financial Inc. | 0.02% | Reduce -6.2% | 146,073 | $63.5M |
| Schroder Investment Management Group | 0.05% | Add +77.0% | 130,106 | $56.5M |
| Invesco Ltd. | 0.01% | Reduce -33.8% | 129,827 | $56.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -5.4% | 103,483 | $45.0M |
| T. Rowe Price Associates Inc. | 0.01% | Add +0.3% | 101,233 | $44.0M |
| GAMCO Investors | 0.43% | Reduce -2.6% | 99,383 | $43.2M |
| Northern Trust Corp. | 0.01% | Reduce -5.3% | 84,937 | $36.9M |
| Handelsbanken Fonder AB | 0.12% | Add +41.1% | 76,586 | $33.3M |
| Janus Henderson Group PLC | 0.02% | Reduce -17.3% | 72,609 | $31.5M |
| Morgan Stanley | 0.00% | Reduce -13.7% | 68,711 | $29.9M |
| Bank of New York Mellon Corp | 0.01% | Add +14.1% | 63,967 | $27.8M |
| Ashford Capital Management Inc. | 2.81% | Reduce -0.9% | 54,973 | $23.9M |
| Bessemer Group Inc. | 0.04% | Add +4.7% | 54,618 | $23.7M |
| Loomis Sayles & Co. L P | 0.03% | Reduce -2.5% | 52,726 | $22.9M |
| Gabelli Funds LLC | 0.15% | Reduce -9.4% | 49,180 | $21.4M |
| Cannell Capital LLC | 6.44% | Reduce -6.1% | 47,448 | $20.6M |
| Punch & Associates Investment Management, Inc. | 1.16% | Add +0.4% | 42,675 | $18.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.7% | 42,048 | $18.3M |
| Royce & Associates LP | 0.17% | Reduce -2.4% | 37,224 | $16.2M |
| Robotti Robert | 2.64% | Reduce -10.4% | 36,162 | $15.7M |
| Jacobs Levy Equity Management, Inc. | 0.06% | Reduce -2.4% | 33,790 | $14.7M |
| Public Sector Pension Investment Board | 0.06% | Add +5.6% | 30,395 | $13.2M |
| First Sabrepoint Capital Management LP | 5.58% | Add +100.0% | 30,000 | $13.0M |
| Cerity Partners LLC | 0.02% | Reduce -2.6% | 29,748 | $12.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.0% | 29,605 | $12.9M |
| Neumeier Poma Investment Counsel LLC | 1.17% | Reduce -35.7% | 28,816 | $12.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.5% | 27,963 | $12.1M |
| Fisher Asset Management | 0.00% | Reduce -61.8% | 27,682 | $12.0M |
| Man Group plc | 0.03% | Add +297.2% | 26,647 | $11.6M |
| Bank of America Corp. | 0.00% | Add +46.9% | 26,264 | $11.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +37.4% | 24,554 | $10.7M |
| Harbor Capital Advisors, Inc. | 0.43% | Add +3.9% | 23,791 | $10.3M |
| Jump Financial, LLC | 0.13% | Add +3047.3% | 23,070 | $10.0M |
| Rhumbline Advisers | 0.01% | Reduce -1.3% | 22,918 | $10.0M |
| Robeco Schweiz AG | 0.23% | Reduce -10.3% | 22,700 | $9.9M |
| Capital Research Global Investors | 0.00% | No change | 22,104 | $9.6M |
| Neuberger Berman Group LLC | 0.01% | Add +3.7% | 22,088 | $9.6M |
| Legal & General Group Plc | 0.00% | Add +2.0% | 21,817 | $9.5M |
| Voloridge Investment Management, LLC | 0.03% | New | 21,654 | $9.4M |
| Barclays PLC | 0.00% | Add +32.3% | 21,639 | $9.4M |
| Qube Research & Technologies Ltd | 0.01% | Add +600.7% | 20,810 | $9.0M |
| EULAV Asset Management | 0.21% | No change | 20,800 | $9.0M |
| Balyasny Asset Management L.P. | 0.02% | Add +2207.4% | 19,544 | $8.5M |
| Nuveen, LLC | 0.00% | Reduce -17.9% | 18,551 | $8.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -38.9% | 18,363 | $8.0M |
| Royal Bank of Canada | 0.00% | Reduce -5.2% | 17,963 | $7.8M |
| UBS Group AG | 0.00% | Reduce -12.5% | 17,829 | $7.7M |
| Citigroup Inc. | 0.01% | Reduce -11.1% | 17,610 | $7.7M |
| Citadel Advisors | 0.01% | Add +50.1% | 17,290 | $7.5M |
| Raymond James Financial Inc. | 0.00% | Add +31.5% | 16,507 | $7.2M |
| Allianz Asset Management GmbH | 0.01% | Add +10.9% | 16,306 | $7.1M |
| Teacher Retirement System of Texas | 0.03% | Add +244.7% | 15,479 | $6.7M |
| Kennedy Capital Management LLC | 0.16% | Reduce -2.6% | 15,403 | $6.7M |
| Norges Bank | 0.00% | Add +4.8% | 14,528 | $6.3M |
| Swiss National Bank | 0.00% | Reduce -2.7% | 14,500 | $6.3M |
| Aviance Capital Partners, LLC | 0.78% | Reduce -0.3% | 13,718 | $6.0M |
| Westbourne Investment Advisors, Inc. | 1.74% | Add +1.9% | 13,187 | $5.7M |
| Renaissance Technologies | 0.01% | Add +433.2% | 12,509 | $5.4M |
| Deutsche Bank AG | 0.00% | Reduce -12.2% | 12,337 | $5.4M |
| Franklin Resources Inc. | 0.00% | Add +11.8% | 12,218 | $5.3M |
| State of Wisconsin Investment Board | 0.01% | Add +33.9% | 12,212 | $5.3M |
| Ballast Asset Management, LP | 2.75% | Reduce -23.6% | 12,158 | $5.3M |
| Millennium Management | 0.00% | Reduce -70.0% | 11,900 | $5.2M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -5.1% | 11,647 | $5.1M |
| Susquehanna International Group, LLP | 0.01% | Add +1.7% | 11,455 | $5.0M |
| Prelude Capital Management, LLC | 0.48% | Add +89.8% | 11,430 | $5.0M |
| Truist Financial Corp. | 0.01% | Reduce -9.8% | 11,174 | $4.9M |
| Marks Group Wealth Management, Inc | 0.44% | Reduce -0.1% | 10,810 | $4.7M |
| Trexquant Investment LP | 0.05% | Add +74.5% | 10,306 | $4.5M |
| Two Sigma Investments, LP | 0.01% | New | 10,170 | $4.4M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -24.4% | 9,375 | $4.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -45.7% | 8,948 | $3.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.1% | 8,906 | $3.9M |
| Ancora Advisors LLC | 0.08% | Reduce -10.3% | 8,880 | $3.9M |
| Prudential Financial Inc. | 0.01% | Reduce -23.8% | 8,320 | $3.9M |
| Dark Forest Capital Management LP | 0.15% | Add +97.9% | 8,785 | $3.8M |
| Wells Fargo & Company | 0.00% | Add +4.7% | 8,486 | $3.7M |
| Watchman Group, Inc. | 0.92% | Reduce -0.3% | 8,141 | $3.5M |
| Crown Advisors Management, Inc. | 2.77% | Add +33.3% | 8,000 | $3.5M |
| American Century Companies Inc. | 0.00% | Reduce -26.3% | 7,869 | $3.4M |
| Quantedge Capital Pte Ltd | 3.06% | Reduce -26.0% | 7,700 | $3.3M |
| Confluence Investment Management LLC | 0.05% | Reduce -9.6% | 7,558 | $3.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -2.0% | 7,510 | $3.3M |
| California State Teachers Retirement System | 0.00% | Reduce -0.6% | 6,878 | $3.0M |
| Engineers Gate Manager LP | 0.04% | Add +44.8% | 6,568 | $2.9M |
| Jane Street Group, LLC | 0.00% | Reduce -68.9% | 6,549 | $2.8M |
| Rafferty Asset Management, LLC | 0.01% | Add +14.0% | 6,503 | $2.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -20.1% | 6,419 | $2.8M |
| Nebula Research & Development LLC | 0.23% | Add +150.0% | 6,293 | $2.7M |
"% of holder's portfolio" is CVCO's weight in each manager's 13F, not the share of Cavco Industries Inc. the manager owns.