Cavco IndustriesCVCO

13F holders, Q3 2025 (September 30)
325holders +11
51new positions
39sold out
8famous investors
$580.73avg. 13F price*

At the end of Q3 2025, 325 institutions reported holding Cavco Industries Inc. (CVCO) in their 13F filings, up 11 from Q2 2025. 51 opened new positions and 39 sold out. The largest holders were BlackRock, Inc. ($690.3M), Vanguard Group Inc. ($448.2M) and Capital World Investors ($371.7M). 8 famous investors held it, including Mario Gabelli (0.6% of GAMCO Investors's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions51$180.9M
Exits39$83.2M

All 13F filers, Q2 2025 → Q3 2025: 895,502 shares bought and 603,318 shares sold, net +292,184 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 325 holders

BlackRock, Inc. 0.01% Reduce -0.7% 1,188,630 $690.3M
Vanguard Group Inc. 0.01% Reduce -4.0% 771,833 $448.2M
Capital World Investors 0.05% Add +0.1% 640,117 $371.7M
FMR LLC 0.02% Add +13.4% 574,666 $333.7M
State Street Corp. 0.01% Add +9.1% 415,169 $241.1M
Boston Partners 0.22% Add +82.8% 369,177 $213.9M
Geode Capital Management, LLC 0.01% Add +1.7% 231,829 $134.6M
Dimensional Fund Advisors LP 0.03% Reduce -10.7% 205,737 $119.5M
Fiduciary Management Inc. 1.01% New 171,225 $99.4M
Boston Trust Walden Corp 0.69% Reduce -1.0% 161,573 $93.8M
GW&K Investment Management, LLC 0.82% Reduce -4.2% 158,660 $92.1M
Ameriprise Financial Inc. 0.02% Add +0.7% 147,036 $85.4M
T. Rowe Price Associates Inc. 0.01% Add +37.3% 139,030 $80.7M
Schroder Investment Management Group 0.05% Reduce -14.2% 111,628 $65.4M
Invesco Ltd. 0.01% Reduce -19.2% 104,941 $60.9M
Broad Bay Capital Management, LP 7.48% Reduce -39.2% 103,304 $60.0M
Charles Schwab Investment Management Inc. 0.01% Reduce -0.4% 103,091 $59.9M
GAMCO Investors 0.55% Reduce -1.9% 97,528 $56.6M
Northern Trust Corp. 0.01% Reduce -1.9% 83,282 $48.4M
Handelsbanken Fonder AB 0.15% Add +6.8% 81,786 $47.5M
Janus Henderson Group PLC 0.02% Reduce -1.3% 71,634 $41.6M
Bessemer Group Inc. 0.06% Add +22.0% 66,614 $38.7M
Bank of New York Mellon Corp 0.01% Reduce -2.8% 62,204 $36.1M
Point72 Asset Management 0.08% New 61,631 $35.8M
Morgan Stanley 0.00% Reduce -18.2% 56,209 $32.6M
Gabelli Funds LLC 0.20% Add +0.3% 49,310 $28.6M
Ashford Capital Management Inc. 3.11% Reduce -12.7% 48,019 $27.9M
Principal Financial Group Inc. 0.01% Add +13.1% 47,569 $27.6M
Voya Investment Management LLC 0.03% Add +737.9% 45,348 $26.3M
Punch & Associates Investment Management, Inc. 1.45% Add +0.0% 42,686 $24.8M
Neumeier Poma Investment Counsel LLC 1.84% Add +34.6% 38,777 $22.5M
Schonfeld Strategic Advisors LLC 0.16% Add +630.1% 38,717 $22.5M
First Sabrepoint Capital Management LP 8.20% Add +16.7% 35,000 $20.3M
Goldman Sachs Group Inc. 0.00% Add +12.6% 33,323 $19.4M
Jacobs Levy Equity Management, Inc. 0.08% Reduce -2.2% 33,038 $19.2M
Cannell Capital LLC 4.90% Reduce -32.2% 32,161 $18.7M
JPMorgan Chase & Co. 0.00% Add +74.6% 32,057 $18.6M
Robotti Robert 3.23% Reduce -11.5% 32,011 $18.6M
Public Sector Pension Investment Board 0.07% Add +1.5% 30,842 $17.9M
UBS Group AG 0.00% Add +70.7% 30,428 $17.7M
American Century Companies Inc. 0.01% Add +282.0% 30,062 $17.5M
Kennedy Capital Management LLC 0.38% Add +94.7% 29,984 $17.4M
Neuberger Berman Group LLC 0.01% Add +34.6% 29,740 $17.3M
Royce & Associates LP 0.17% Reduce -21.0% 29,404 $17.1M
Cerity Partners LLC 0.03% Reduce -2.8% 28,918 $16.8M
Envestnet Asset Management Inc. 0.00% Add +0.4% 28,071 $16.3M
Bank of America Corp. 0.00% Add +4.1% 27,336 $15.9M
Citadel Advisors 0.01% Add +51.9% 26,260 $15.2M
Robeco Schweiz AG 0.34% Add +14.5% 26,000 $15.1M
Rhumbline Advisers 0.01% Reduce -2.3% 22,403 $13.0M
Capital Research Global Investors 0.00% No change 22,104 $12.8M
EULAV Asset Management 0.30% Add +5.3% 21,900 $12.7M
Legal & General Group Plc 0.00% Reduce -3.6% 21,037 $12.2M
Man Group plc 0.02% Reduce -26.2% 19,659 $11.4M
Susquehanna Portfolio Strategies, LLC 0.17% Add +989.1% 18,515 $10.8M
Nuveen, LLC 0.00% Reduce -1.1% 18,349 $10.7M
Segall Bryant & Hamill, LLC 0.14% New 18,216 $10.6M
Raymond James Financial Inc. 0.00% Add +10.3% 18,205 $10.6M
Allspring Global Investments Holdings, LLC 0.02% Add +74.0% 16,317 $9.6M
Allianz Asset Management GmbH 0.01% Add +1.0% 16,462 $9.6M
Barclays PLC 0.00% Reduce -25.3% 16,160 $9.4M
Swiss National Bank 0.01% Add +2.8% 14,900 $8.7M
Aviance Capital Partners, LLC 0.99% Add +4.7% 14,357 $8.3M
Westbourne Investment Advisors, Inc. 2.28% Add +6.9% 14,100 $8.2M
Royal Bank of Canada 0.00% Reduce -24.4% 13,579 $7.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -45.7% 13,331 $7.7M
Confluence Investment Management LLC 0.10% Add +62.6% 12,287 $7.1M
Ballast Asset Management, LP 3.24% Add +0.7% 12,239 $7.1M
First Trust Advisors LP 0.01% Add +105.7% 12,200 $7.1M
Russell Investments Group, Ltd. 0.01% Add +4.3% 12,148 $7.1M
Teacher Retirement System of Texas 0.03% Reduce -22.4% 12,010 $7.0M
Rafferty Asset Management, LLC 0.02% Add +83.8% 11,951 $6.9M
State of Wisconsin Investment Board 0.02% Reduce -3.7% 11,759 $6.8M
Truist Financial Corp. 0.01% Reduce -4.0% 10,723 $6.2M
Jump Financial, LLC 0.08% Reduce -54.4% 10,529 $6.1M
Marks Group Wealth Management, Inc 0.56% Reduce -4.6% 10,315 $6.0M
Edgestream Partners, L.P. 0.17% New 10,203 $5.9M
Intrinsic Edge Capital Management LLC 0.88% New 9,999 $5.8M
Franklin Resources Inc. 0.00% Reduce -18.9% 9,912 $5.8M
Citigroup Inc. 0.00% Reduce -45.5% 9,591 $5.6M
Prelude Capital Management, LLC 0.43% Reduce -18.0% 9,371 $5.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +2.3% 9,154 $5.3M
Lazard Asset Management LLC 0.01% Add +165.7% 9,119 $5.3M
BNP Paribas Financial Markets 0.00% Add +157.5% 8,569 $5.0M
Millennium Management 0.00% Reduce -28.3% 8,537 $5.0M
Alliancebernstein L.P. 0.00% Reduce -5.2% 8,439 $4.9M
Deutsche Bank AG 0.00% Reduce -33.4% 8,212 $4.8M
Watchman Group, Inc. 1.14% Reduce -0.7% 8,086 $4.7M
Crown Advisors Management, Inc. 3.11% No change 8,000 $4.6M
Prudential Financial Inc. 0.01% Reduce -4.9% 7,914 $4.6M
4D Advisors, LLC 2.32% New 7,500 $4.4M
CANADA LIFE ASSURANCE Co 0.01% Reduce -1.1% 7,426 $4.3M
California State Teachers Retirement System 0.00% Add +4.7% 7,200 $4.2M
Balyasny Asset Management L.P. 0.01% Reduce -63.8% 7,077 $4.1M
Ancora Advisors LLC 0.08% Reduce -21.4% 6,980 $4.1M
Harbor Capital Advisors, Inc. 0.31% Reduce -71.2% 6,851 $4.0M
Pinnbrook Capital Management LP 0.72% New 6,657 $3.9M
Pier Capital, LLC 0.58% New 6,342 $3.7M
Thrivent Financial for Lutherans 0.01% Reduce -6.6% 5,995 $3.5M
Susquehanna International Group, LLP 0.00% Reduce -50.1% 5,715 $3.3M

"% 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 325 holders