Cavco IndustriesCVCO
13F holders, Q4 2025 (December 31)354holders +29
51new positions
26sold out
10famous investors
$590.99avg. 13F price*
At the end of Q4 2025, 354 institutions reported holding Cavco Industries Inc. (CVCO) in their 13F filings, up 29 from Q3 2025. 51 opened new positions and 26 sold out. The largest holders were BlackRock, Inc. ($708.1M), Vanguard Group Inc. ($443.2M) and Capital World Investors ($378.1M). 10 famous investors held it, including Mario Gabelli (0.5% of GAMCO Investors's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio).
- Company
- Cavco Industries Inc.
- CUSIP
- 149568107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $164.6M |
| Exits | 26 | $29.7M |
All 13F filers, Q3 2025 → Q4 2025: 635,794 shares bought and 733,640 shares sold, net −97,846 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 354 holders
| BlackRock, Inc. | 0.01% | Add +0.8% | 1,198,711 | $708.1M |
| Vanguard Group Inc. | 0.01% | Reduce -2.8% | 750,274 | $443.2M |
| Capital World Investors | 0.05% | Reduce -0.0% | 640,066 | $378.1M |
| State Street Corp. | 0.01% | Reduce -6.2% | 389,630 | $230.2M |
| Boston Partners | 0.23% | Reduce -0.4% | 367,839 | $218.2M |
| FMR LLC | 0.01% | Reduce -54.2% | 263,321 | $155.6M |
| Geode Capital Management, LLC | 0.01% | Add +0.4% | 232,847 | $137.6M |
| T. Rowe Price Associates Inc. | 0.01% | Add +53.6% | 213,572 | $126.2M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -2.2% | 201,260 | $118.9M |
| Fiduciary Management Inc. | 1.27% | Add +14.3% | 195,713 | $115.6M |
| Boston Trust Walden Corp | 0.69% | Reduce -4.3% | 154,667 | $91.4M |
| GW&K Investment Management, LLC | 0.77% | Reduce -4.7% | 151,149 | $89.3M |
| Ameriprise Financial Inc. | 0.02% | Reduce -2.3% | 143,715 | $84.9M |
| Schroder Investment Management Group | 0.05% | Add +4.5% | 116,590 | $69.9M |
| Broad Bay Capital Management, LP | 7.65% | Add +9.7% | 113,304 | $66.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.8% | 102,239 | $60.4M |
| Invesco Ltd. | 0.01% | Reduce -8.2% | 96,353 | $56.9M |
| GAMCO Investors | 0.52% | Reduce -5.8% | 91,876 | $54.3M |
| Northern Trust Corp. | 0.01% | Reduce -3.5% | 80,387 | $47.5M |
| Junto Capital Management LP | 1.04% | New | 78,857 | $46.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +122.5% | 74,155 | $43.8M |
| Samlyn Capital, LLC | 0.67% | New | 71,401 | $42.2M |
| Point72 Asset Management | 0.07% | Add +14.2% | 70,368 | $41.6M |
| Janus Henderson Group PLC | 0.02% | Reduce -3.9% | 68,826 | $40.7M |
| Morgan Stanley | 0.00% | Add +12.3% | 63,106 | $37.3M |
| Bessemer Group Inc. | 0.05% | Reduce -13.1% | 57,870 | $34.2M |
| Handelsbanken Fonder AB | 0.10% | Reduce -29.6% | 57,586 | $34.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -8.4% | 56,989 | $33.7M |
| Neumeier Poma Investment Counsel LLC | 2.70% | Add +42.6% | 55,312 | $32.7M |
| Nuveen, LLC | 0.01% | Add +191.3% | 53,450 | $31.6M |
| Principal Financial Group Inc. | 0.02% | Add +8.4% | 51,563 | $30.5M |
| Gabelli Funds LLC | 0.19% | Reduce -3.9% | 47,410 | $28.0M |
| Franklin Resources Inc. | 0.01% | Add +364.0% | 45,996 | $27.2M |
| Punch & Associates Investment Management, Inc. | 1.47% | Reduce -1.5% | 42,051 | $24.8M |
| Citadel Advisors | 0.02% | Add +56.3% | 41,038 | $24.2M |
| UBS Group AG | 0.00% | Add +31.5% | 40,017 | $23.6M |
| Baron Capital (BAMCO) | 0.06% | New | 37,078 | $21.9M |
| Robotti Robert | 3.36% | Reduce -1.0% | 31,701 | $18.7M |
| American Century Companies Inc. | 0.01% | Add +1.8% | 30,613 | $18.1M |
| Kennedy Capital Management LLC | 0.37% | Reduce -0.4% | 29,876 | $17.6M |
| Jacobs Levy Equity Management, Inc. | 0.07% | Reduce -10.8% | 29,474 | $17.4M |
| Cerity Partners LLC | 0.02% | Reduce -1.3% | 28,555 | $16.9M |
| Ashford Capital Management Inc. | 1.87% | Reduce -40.8% | 28,412 | $16.8M |
| Segall Bryant & Hamill, LLC | 0.23% | Add +55.4% | 28,309 | $16.7M |
| Public Sector Pension Investment Board | 0.05% | Reduce -12.4% | 27,026 | $16.0M |
| First Sabrepoint Capital Management LP | 6.56% | Reduce -22.9% | 27,000 | $15.9M |
| Robeco Schweiz AG | 0.34% | No change | 26,000 | $15.4M |
| Pillsbury Lake Capital LLC | 6.15% | — | 25,546 | $15.1M |
| Bank of America Corp. | 0.00% | Reduce -6.6% | 25,529 | $15.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.4% | 25,155 | $14.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -24.4% | 24,237 | $14.3M |
| Neuberger Berman Group LLC | 0.01% | Reduce -18.5% | 24,227 | $14.3M |
| Royce & Associates LP | 0.13% | Reduce -23.5% | 22,504 | $13.3M |
| Capital Research Global Investors | 0.00% | No change | 22,104 | $13.1M |
| EULAV Asset Management | 0.35% | No change | 21,900 | $12.9M |
| Rhumbline Advisers | 0.01% | Reduce -5.4% | 21,195 | $12.5M |
| Jane Street Group, LLC | 0.01% | New | 20,983 | $12.4M |
| Barclays PLC | 0.00% | Add +25.9% | 20,343 | $12.0M |
| Legal & General Group Plc | 0.00% | Reduce -3.5% | 20,302 | $12.0M |
| Susquehanna Portfolio Strategies, LLC | 0.18% | Add +6.0% | 19,633 | $11.6M |
| Norges Bank | 0.00% | — | 17,622 | $10.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.8% | 17,146 | $10.1M |
| Allianz Asset Management GmbH | 0.01% | Reduce -3.7% | 15,850 | $9.4M |
| Swiss National Bank | 0.01% | Add +4.8% | 15,620 | $9.2M |
| Tudor Investment Corporation | 0.05% | New | 15,249 | $9.0M |
| Man Group plc | 0.02% | Reduce -23.2% | 15,094 | $8.9M |
| Arrowstreet Capital, Limited Partnership | 0.01% | New | 14,943 | $8.8M |
| Aviance Capital Partners, LLC | 0.98% | Add +0.4% | 14,415 | $8.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.9% | 13,582 | $8.0M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -18.8% | 13,255 | $7.8M |
| Rafferty Asset Management, LLC | 0.03% | Add +6.9% | 12,776 | $7.5M |
| State of Wisconsin Investment Board | 0.02% | Add +6.9% | 12,573 | $7.4M |
| Westbourne Investment Advisors, Inc. | 2.02% | Reduce -12.1% | 12,388 | $7.3M |
| Russell Investments Group, Ltd. | 0.01% | Add +1.9% | 12,382 | $7.3M |
| Teacher Retirement System of Texas | 0.03% | Add +2.9% | 12,355 | $7.3M |
| Pier Capital, LLC | 1.14% | Add +90.8% | 12,103 | $7.1M |
| Renaissance Technologies | 0.01% | Add +191.9% | 11,969 | $7.1M |
| Ballast Asset Management, LP | 3.30% | Reduce -3.5% | 11,812 | $7.0M |
| Cannell Capital LLC | 4.28% | Reduce -64.7% | 11,360 | $6.7M |
| Intrinsic Edge Capital Management LLC | 1.26% | Add +10.0% | 11,000 | $6.5M |
| Confluence Investment Management LLC | 0.09% | Reduce -15.2% | 10,421 | $6.2M |
| Wells Fargo & Company | 0.00% | Add +81.8% | 9,595 | $5.7M |
| Royal Bank of Canada | 0.00% | Reduce -29.9% | 9,516 | $5.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -0.1% | 9,145 | $5.4M |
| Deutsche Bank AG | 0.00% | Add +10.7% | 9,090 | $5.4M |
| Citigroup Inc. | 0.00% | Reduce -5.5% | 9,059 | $5.4M |
| Alliancebernstein L.P. | 0.00% | Add +6.1% | 8,950 | $5.3M |
| Prudential Financial Inc. | 0.01% | Add +10.3% | 8,725 | $5.2M |
| Crown Advisors Management, Inc. | 3.11% | No change | 8,000 | $4.7M |
| Prelude Capital Management, LLC | 0.34% | Reduce -15.8% | 7,893 | $4.7M |
| Watchman Group, Inc. | 1.09% | Reduce -4.5% | 7,721 | $4.6M |
| California State Teachers Retirement System | 0.00% | Add +4.3% | 7,511 | $4.4M |
| Sei Investments Co. | 0.00% | Add +81.9% | 6,839 | $4.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -10.1% | 6,675 | $3.9M |
| BNP Paribas Financial Markets | 0.00% | Reduce -24.0% | 6,510 | $3.8M |
| Marks Group Wealth Management, Inc | 0.36% | Reduce -38.2% | 6,378 | $3.8M |
| Harbor Capital Advisors, Inc. | 0.29% | Reduce -8.6% | 6,263 | $3.7M |
| Intech Investment Management LLC | 0.03% | Add +58.0% | 5,766 | $3.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -5.8% | 5,646 | $3.3M |
| Millennium Management | 0.00% | Reduce -37.9% | 5,299 | $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.