CAVCO INDUSTRIES INC CVCO

US Other Mobile Homes
$598.73
-0.5%
52w: $397.23 – $697.76

Latest 13F among current holders filed 17 days ago (Jun 18, 2026)

Price — last 12 months

research preview data
397.23547.50697.76
Jun 20, 2025 Jul 2, 2026
Institutional holders
343
-9 QoQ
13F value
$3.80B
-17.5% QoQ
Smart-money holders
16
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
3.6×
$7.8M calls / $2.2M puts

Institutional value by quarter

$3.30B
Q1 2024
$2.72B
Q2 2024
$3.34B
Q3 2024
$3.43B
Q4 2024
$3.99B
Q1 2025
$3.30B
Q2 2025
$4.58B
Q3 2025
$4.61B
Q4 2025
$3.80B
Q1 2026

Number of holders

264
Q1 2024
272
Q2 2024
293
Q3 2024
299
Q4 2024
335
Q1 2025
315
Q2 2025
325
Q3 2025
352
Q4 2025
343
Q1 2026

Who owns CVCO?

Q1 2026 filings
FundTypeSharesValue% of fundChange
BlackRock, Inc. Index provider1.2M$580.3M0.0%0.0%
Capital World Investors Long only active616.6K$298.6M0.0%-3.7%
STATE STREET CORP Index provider401.9K$194.6M0.0%+3.2%
VANGUARD CAPITAL MANAGEMENT LLC Diversified mechanical348.1K$168.6M0.0%
VANGUARD PORTFOLIO MANAGEMENT LLC Diversified mechanical317.7K$153.9M0.0%
Boston Partners Other299.7K$145.1M0.2%-18.5%
FIDUCIARY MANAGEMENT INC /WI/ Other267.5K$129.6M1.6%+36.7%
GEODE CAPITAL MANAGEMENT, LLC Index provider240.7K$116.6M0.0%+3.4%
DIMENSIONAL FUND ADVISORS LP Quant stat arb201.0K$97.3M0.0%-0.2%
Invesco Ltd. Index provider181.8K$88.0M0.0%+88.7%
FMR LLC Long only active167.4K$81.1M0.0%-36.4%
GW&K Investment Management, LLC Other163.3K$79.1M0.7%+8.0%
AMERIPRISE FINANCIAL INC Bank broker139.8K$67.7M0.0%-2.7%
Boston Trust Walden Corp Other139.8K$67.7M0.6%-9.6%
SCHRODER INVESTMENT MANAGEMENT GROUP Diversified mechanical130.1K$60.6M0.0%+11.6%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Index provider104.7K$50.7M0.0%+2.4%
Point72 Asset Management, L.P. Multistrat pod102.7K$49.7M0.1%+46.0%
Broad Bay Capital Management, LP ★2Fundamental concentrated100.3K$48.6M5.0%-11.5%
GOLDMAN SACHS GROUP INC Bank broker93.2K$45.1M0.0%+25.6%
PRICE T ROWE ASSOCIATES INC /MD/ Diversified mechanical92.6K$44.9M0.0%-56.6%
GAMCO INVESTORS, INC. ET AL Other83.1K$40.2M0.4%-9.6%
UBS Group AG Bank broker82.1K$39.8M0.0%+105.2%
NORTHERN TRUST CORP Index provider81.7K$39.5M0.0%+1.6%
VICTORY CAPITAL MANAGEMENT INC Diversified mechanical79.2K$38.4M0.0%+3186.7%
SAMLYN CAPITAL, LLC ★2Fundamental diversified69.5K$33.7M0.6%-2.7%
JANUS HENDERSON GROUP PLC Diversified mechanical68.7K$33.3M0.0%-0.1%
MORGAN STANLEY Bank broker61.4K$29.7M0.0%-2.7%
BESSEMER GROUP INC Diversified mechanical59.9K$29.0M0.0%+3.5%
FRANKLIN RESOURCES INC Long only active58.4K$28.3M0.0%+27.0%
NEUMEIER POMA INVESTMENT COUNSEL LLC ★2Fundamental diversified54.1K$26.2M2.2%-2.2%
VANGUARD FIDUCIARY TRUST CO Diversified mechanical54.0K$26.1M0.0%
PRINCIPAL FINANCIAL GROUP INC Diversified mechanical53.3K$25.8M0.0%+3.4%
GABELLI FUNDS LLC Diversified mechanical51.3K$24.8M0.2%+8.2%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Other51.0K$24.7M1.4%+21.3%
MILLENNIUM MANAGEMENT LLC Multistrat pod47.7K$23.1M0.0%+801.0%
Capital Research Global Investors Long only active47.0K$22.8M0.0%+112.7%
Handelsbanken Fonder AB Diversified mechanical46.6K$22.6M0.1%-19.1%
Nuveen, LLC Diversified mechanical45.7K$22.1M0.0%-14.6%
Bank of New York Mellon Corp Diversified mechanical44.8K$21.7M0.0%-21.3%
JPMORGAN CHASE & CO Bank broker43.9K$20.5M0.0%+81.1%
KENNEDY CAPITAL MANAGEMENT LLC Other42.1K$20.4M0.4%+40.8%
ADAGE CAPITAL PARTNERS GP, L.L.C. Other42.0K$20.4M0.0%New
RENAISSANCE TECHNOLOGIES LLC Quant stat arb37.9K$18.4M0.0%+216.9%
SEGALL BRYANT & HAMILL, LLC Other36.6K$17.7M0.3%+29.2%
Lighthouse Investment Partners, LLC Quant stat arb33.7K$16.3M0.6%+893.1%
FIRST SABREPOINT CAPITAL MANAGEMENT LP ★2Fundamental concentrated33.0K$16.0M6.5%+22.4%
Tensile Capital Management LP ★3Fundamental concentrated33.0K$16.0M2.3%New
ROBOTTI ROBERT ★2Fundamental diversified32.4K$15.7M2.4%+2.2%
Cerity Partners LLC Diversified mechanical30.6K$14.8M0.0%+7.3%
Public Sector Pension Investment Board Pension sovereign30.3K$14.7M0.0%+12.2%

Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.