Cavco IndustriesCVCO
13F holders, Q1 2026 (March 31)346holders −8
48new positions
57sold out
9famous investors
$483.92avg. 13F price*
At the end of Q1 2026, 346 institutions reported holding Cavco Industries Inc. (CVCO) in their 13F filings, down 8 from Q4 2025. 48 opened new positions and 57 sold out. The largest holders were BlackRock, Inc. ($580.3M), Capital World Investors ($298.6M) and State Street Corp. ($194.6M). 9 famous investors held it, including Mario Gabelli (0.4% of GAMCO Investors's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- Cavco Industries Inc.
- CUSIP
- 149568107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $86.6M |
| Exits | 57 | $123.0M |
All 13F filers, Q4 2025 → Q1 2026: 849,787 shares bought and 753,011 shares sold, net +96,776 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 346 holders
| BlackRock, Inc. | 0.01% | Reduce -0.0% | 1,198,316 | $580.3M |
| Capital World Investors | 0.04% | Reduce -3.7% | 616,579 | $298.6M |
| State Street Corp. | 0.01% | Add +3.1% | 401,905 | $194.6M |
| Vanguard Capital Management LLC | 0.00% | — | 348,123 | $168.6M |
| Vanguard Portfolio Management LLC | 0.01% | — | 317,722 | $153.9M |
| Boston Partners | 0.15% | Reduce -18.5% | 299,660 | $145.1M |
| Fiduciary Management Inc. | 1.61% | Add +36.7% | 267,514 | $129.6M |
| Geode Capital Management, LLC | 0.01% | Add +3.4% | 240,673 | $116.6M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -0.1% | 200,952 | $97.3M |
| Invesco Ltd. | 0.01% | Add +88.7% | 181,785 | $88.0M |
| FMR LLC | 0.00% | Reduce -36.4% | 167,381 | $81.1M |
| GW&K Investment Management, LLC | 0.70% | Add +8.0% | 163,284 | $79.1M |
| Ameriprise Financial Inc. | 0.02% | Reduce -2.7% | 139,848 | $67.7M |
| Boston Trust Walden Corp | 0.56% | Reduce -9.6% | 139,783 | $67.7M |
| Schroder Investment Management Group | 0.05% | Add +11.6% | 130,081 | $60.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.4% | 104,726 | $50.7M |
| Point72 Asset Management | 0.09% | Add +46.0% | 102,715 | $49.7M |
| Broad Bay Capital Management, LP | 5.00% | Reduce -11.5% | 100,312 | $48.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +25.6% | 93,174 | $45.1M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -56.6% | 92,621 | $44.9M |
| GAMCO Investors | 0.40% | Reduce -9.6% | 83,074 | $40.2M |
| UBS Group AG | 0.01% | Add +105.2% | 82,123 | $39.8M |
| Northern Trust Corp. | 0.01% | Add +1.6% | 81,664 | $39.5M |
| Victory Capital Management Inc. | 0.02% | Add +3186.7% | 79,243 | $38.4M |
| Samlyn Capital, LLC | 0.58% | Reduce -2.7% | 69,484 | $33.7M |
| Janus Henderson Group PLC | 0.02% | Reduce -0.1% | 68,741 | $33.3M |
| Morgan Stanley | 0.00% | Reduce -2.7% | 61,383 | $29.7M |
| Bessemer Group Inc. | 0.05% | Add +3.5% | 59,878 | $29.0M |
| Franklin Resources Inc. | 0.01% | Add +27.0% | 58,410 | $28.3M |
| Neumeier Poma Investment Counsel LLC | 2.16% | Reduce -2.2% | 54,097 | $26.2M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 53,981 | $26.1M |
| Principal Financial Group Inc. | 0.01% | Add +3.4% | 53,306 | $25.8M |
| Gabelli Funds LLC | 0.17% | Add +8.2% | 51,300 | $24.8M |
| Punch & Associates Investment Management, Inc. | 1.44% | Add +21.3% | 50,991 | $24.7M |
| Millennium Management | 0.02% | Add +801.0% | 47,744 | $23.1M |
| Capital Research Global Investors | 0.00% | Add +112.7% | 47,014 | $22.8M |
| Handelsbanken Fonder AB | 0.08% | Reduce -19.1% | 46,586 | $22.6M |
| Nuveen, LLC | 0.01% | Reduce -14.6% | 45,670 | $22.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -21.4% | 44,823 | $21.7M |
| JPMorgan Chase & Co. | 0.00% | Add +81.0% | 43,882 | $20.5M |
| Kennedy Capital Management LLC | 0.43% | Add +40.8% | 42,059 | $20.4M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | New | 42,035 | $20.4M |
| Renaissance Technologies | 0.03% | Add +216.9% | 37,929 | $18.4M |
| Segall Bryant & Hamill, LLC | 0.25% | Add +29.2% | 36,573 | $17.7M |
| Lighthouse Investment Partners, LLC | 0.61% | Add +893.0% | 33,744 | $16.3M |
| First Sabrepoint Capital Management LP | 6.54% | Add +22.4% | 33,040 | $16.0M |
| Tensile Capital Management LP | 2.29% | New | 33,000 | $16.0M |
| Robotti Robert | 2.45% | Add +2.2% | 32,388 | $15.7M |
| Cerity Partners LLC | 0.02% | Add +7.3% | 30,641 | $14.8M |
| Public Sector Pension Investment Board | 0.05% | Add +12.2% | 30,319 | $14.7M |
| Robeco Schweiz AG | 0.30% | Add +12.3% | 29,200 | $14.1M |
| Ashford Capital Management Inc. | 1.73% | Add +1.8% | 28,917 | $14.0M |
| Bank of America Corp. | 0.00% | Add +7.1% | 27,353 | $13.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.9% | 26,883 | $13.0M |
| Citadel Advisors | 0.01% | Reduce -38.6% | 25,185 | $12.2M |
| EULAV Asset Management | 0.34% | No change | 21,900 | $10.6M |
| Rhumbline Advisers | 0.01% | Add +1.1% | 21,428 | $10.4M |
| Tudor Investment Corporation | 0.05% | Add +32.7% | 20,234 | $9.8M |
| Neuberger Berman Group LLC | 0.01% | Reduce -21.4% | 19,047 | $9.2M |
| Legal & General Group Plc | 0.00% | Reduce -9.4% | 18,396 | $8.9M |
| Raymond James Financial Inc. | 0.00% | Add +6.7% | 18,287 | $8.9M |
| American Century Companies Inc. | 0.00% | Reduce -42.2% | 17,682 | $8.6M |
| Qube Research & Technologies Ltd | 0.01% | Add +1306.6% | 17,625 | $8.5M |
| Susquehanna Portfolio Strategies, LLC | 0.12% | Reduce -18.6% | 15,988 | $7.7M |
| Philadelphia Financial Management of San Francisco, LLC | 2.46% | New | 15,850 | $7.7M |
| Pillsbury Lake Capital LLC | 3.46% | Reduce -38.3% | 15,774 | $7.6M |
| Swiss National Bank | 0.00% | Reduce -1.3% | 15,420 | $7.5M |
| SG Capital Management LLC | 0.59% | New | 14,924 | $7.2M |
| Royce & Associates LP | 0.07% | Reduce -34.7% | 14,700 | $7.1M |
| AQR Capital Management | 0.00% | Add +394.7% | 14,627 | $7.1M |
| Aviance Capital Partners, LLC | 0.80% | Reduce -1.8% | 14,151 | $6.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +3.0% | 13,989 | $6.8M |
| Pier Capital, LLC | 1.11% | Add +14.3% | 13,839 | $6.7M |
| Sei Investments Co. | 0.01% | Add +82.7% | 12,494 | $6.1M |
| Westbourne Investment Advisors, Inc. | 1.76% | Add +0.5% | 12,454 | $6.0M |
| Alliancebernstein L.P. | 0.00% | Add +11.7% | 10,001 | $5.9M |
| Ballast Asset Management, LP | 2.61% | Add +2.6% | 12,117 | $5.9M |
| Barclays PLC | 0.00% | Reduce -41.1% | 11,990 | $5.8M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Reduce -59.8% | 11,838 | $5.7M |
| State of Wisconsin Investment Board | 0.01% | Reduce -6.4% | 11,767 | $5.7M |
| Rafferty Asset Management, LLC | 0.02% | Reduce -13.6% | 11,036 | $5.3M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -14.9% | 10,535 | $5.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +10.2% | 10,079 | $4.9M |
| Deutsche Bank AG | 0.00% | Add +7.1% | 9,739 | $4.7M |
| Brasada Capital Management, LP | 0.87% | New | 9,775 | $4.7M |
| California State Teachers Retirement System | 0.00% | Add +24.1% | 9,319 | $4.5M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | New | 9,115 | $4.4M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -36.2% | 8,458 | $4.1M |
| Citigroup Inc. | 0.00% | Reduce -7.9% | 8,347 | $4.0M |
| Man Group plc | 0.01% | Reduce -45.1% | 8,283 | $4.0M |
| Confluence Investment Management LLC | 0.06% | Reduce -23.3% | 7,990 | $3.9M |
| Prudential Financial Inc. | 0.00% | Reduce -8.7% | 7,970 | $3.9M |
| Watchman Group, Inc. | 0.90% | Reduce -0.5% | 7,680 | $3.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 7,204 | $3.5M |
| Royal Bank of Canada | 0.00% | Reduce -27.2% | 6,931 | $3.4M |
| Marshall Wace, LLP | 0.00% | Add +35.6% | 6,840 | $3.3M |
| Harbor Capital Advisors, Inc. | 0.25% | Add +2.5% | 6,423 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | Add +64.3% | 6,370 | $3.1M |
| Prelude Capital Management, LLC | 0.24% | Reduce -19.7% | 6,336 | $3.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -5.2% | 6,328 | $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.