CAVCO INDUSTRIES, INC. - CVCO

Sector: Basic Materials · Industry: Mobile Homes

Website: No information yet · Social: No information yet

Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$4.266B

QoQ value delta ($000)

-$348.8M (-7.56%)

Implied price effect (QoQ)

-16.49%

Total shares

8,643,892

QoQ shares delta

+835,117 (+10.69%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 342 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
BlackRock, Inc.	580,332	1,198,316	0.01%
VANGUARD GROUP INC	443,216	750,274	0.01%
Capital World Investors	298,603	616,579	0.04%
STATE STREET CORP	194,638	401,905	0.01%
VANGUARD CAPITAL MANAGEMENT LLC	168,592	348,123	0.0%
VANGUARD PORTFOLIO MANAGEMENT LLC	153,869	317,722	0.01%
Boston Partners	145,088	299,660	0.15%
FIDUCIARY MANAGEMENT INC /WI/	129,554	267,514	1.61%
GEODE CAPITAL MANAGEMENT, LLC	116,572	240,673	0.01%
DIMENSIONAL FUND ADVISORS LP	97,309	200,952	0.02%
Invesco Ltd.	88,036	181,785	0.01%
FMR LLC	81,060	167,381	0.0%
GW&K Investment Management, LLC	79,079	163,284	0.7%
AMERIPRISE FINANCIAL INC	67,726	139,848	0.02%
Boston Trust Walden Corp	67,695	139,783	0.56%
SCHRODER INVESTMENT MANAGEMENT GROUP	60,642	130,081	0.05%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	50,717	104,726	0.01%
Point72 Asset Management, L.P.	49,743	102,715	0.06%
Broad Bay Capital Management, LP	48,580	100,312	4.13%
GOLDMAN SACHS GROUP INC	45,123	93,174	0.01%
PRICE T ROWE ASSOCIATES INC /MD/	44,856	92,621	0.01%
GAMCO INVESTORS, INC. ET AL	40,231	83,074	0.4%
UBS Group AG	39,771	82,123	0.01%
NORTHERN TRUST CORP	39,549	81,664	0.01%
VICTORY CAPITAL MANAGEMENT INC	38,376	79,243	0.02%