CAVCO INDUSTRIES, INC. - CVCO

Sector: Basic Materials · Industry: Mobile Homes

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$4.615B

QoQ value delta ($000)

+$174.3M (+3.92%)

Implied price effect (QoQ)

+1.78%

Total shares

7,808,593

QoQ shares delta

+161,204 (+2.11%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 3 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
BlackRock, Inc.	708,126	1,198,711	0.01%
VANGUARD GROUP INC	443,216	750,274	0.01%
Capital World Investors	378,112	640,066	0.05%
STATE STREET CORP	230,170	389,630	0.01%
Boston Partners	218,229	367,839	0.23%
FMR LLC	155,554	263,321	0.01%
GEODE CAPITAL MANAGEMENT, LLC	137,569	232,847	0.01%
PRICE T ROWE ASSOCIATES INC /MD/	126,166	213,572	0.01%
DIMENSIONAL FUND ADVISORS LP	118,897	201,260	0.02%
FIDUCIARY MANAGEMENT INC /WI/	115,615	195,713	1.27%
Boston Trust Walden Corp	91,367	154,667	0.69%
GW&K Investment Management, LLC	89,292	151,149	0.77%
AMERIPRISE FINANCIAL INC	84,898	143,715	0.02%
SCHRODER INVESTMENT MANAGEMENT GROUP	69,884	116,590	0.05%
Broad Bay Capital Management, LP	66,933	113,304	7.0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	60,396	102,239	0.01%
Invesco Ltd.	56,919	96,353	0.01%
GAMCO INVESTORS, INC. ET AL	54,274	91,876	0.52%
NORTHERN TRUST CORP	47,487	80,387	0.01%
Junto Capital Management LP	46,583	78,857	1.03%
GOLDMAN SACHS GROUP INC	43,806	74,155	0.01%
SAMLYN CAPITAL, LLC	42,179	71,401	0.67%
Point72 Asset Management, L.P.	41,569	70,368	0.05%
JANUS HENDERSON GROUP PLC	40,659	68,826	0.02%
MORGAN STANLEY	37,280	63,106	0.0%