CVCO
Cavco Industries, Inc. · Consumer Cyclical · Residential Construction
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 106 | -2 | 5.71M | $3.50B | +2 | −6 |
| Q1 2026 | 113 | -2 | 5.72M | $2.77B | +7 | −10 |
| Q4 2025 | 114 | +2 | 5.98M | $3.54B | +3 | — |
| Q3 2025 | 18 | -2 | 4.32M | $2.51B | +1 | −4 |
| Q2 2025 | 18 | -1 | 4.06M | $1.76B | +2 | −3 |
| Q1 2025 | 16 | +1 | 1.70M | $882.08M | +2 | −1 |
| Q4 2024 | 15 | -1 | 1.76M | $786.34M | — | −1 |
| Q3 2024 | 15 | 0 | 1.48M | $634.24M | +1 | −1 |
| Q2 2024 | 15 | — | 1.50M | $519.24M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 605.92K | — | $209.75M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wellington Management ✦ | 287.11K | — | $99.39M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 3 | Geode Capital Management ✦ (passive) | 211.56K | — | $73.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | GAMCO Investors ✦ | 140.97K | — | $48.80M | 0.5% | n/c | 1 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 107.95K | — | $37.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Fisher Asset Management ✦ | 65.87K | — | $22.80M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Norges Bank ✦ (passive) | 40.67K | — | $14.08M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 15.16K | — | $5.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Millennium Management ✦ | 8.87K | — | $3.07M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bridgewater Associates ✦ | 5.63K | — | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Renaissance Technologies ✦ | 4.85K | — | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Marshall Wace ✦ | 2.00K | — | $691,994 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Gotham Asset Management ✦ | 1.35K | — | $467,676 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 1.32K | — | $456,252 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | D. E. Shaw & Co. ✦ | 699 | — | $241,973 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 339 holders, 7.77M shares, $3.56B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 342 sh · $202,464
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology