CVCO
Cavco Industries, Inc. · Consumer Cyclical · Residential Construction
Señales de momentum (gestores comparables):
amplitud de titulares +1.8% ·
flujo de acciones -3.6% ·
nuevas posiciones netas +2.6%
· fórmula
Fragmentación de la titularidad: más titulares, participación agregada más pequeña
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 2.12K | $448,853 | n/a | −1 |
| 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 | n/a |
| 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 | n/a | −1 |
| Q3 2024 | 15 | 0 | 1.48M | $634.24M | +1 | −1 |
| Q2 2024 | 15 | n/a | 1.50M | $519.24M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 1.20M | +0.8% | $708.13M | 0.0% | ▲ Add | 3 | SEC ↗ ×16 |
| 2 | The Vanguard Group ✦ (pasivo) | 750.27K | -2.8% | $443.22M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 3 | Capital World Investors ✦ | 640.07K | 0.0% | $378.11M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (pasivo) | 389.63K | -6.2% | $230.17M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 5 | Boston Partners | 367.84K | n/a | $218.23M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 6 | Fidelity (FMR) ✦ | 263.32K | -54.2% | $155.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 7 | Geode Capital Management ✦ (pasivo) | 232.85K | +0.4% | $137.57M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 8 | T. Rowe Price ✦ | 213.57K | +53.6% | $126.17M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 9 | Dimensional Fund Advisors Lp | 201.26K | n/a | $118.90M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 10 | Ameriprise Financial Inc | 143.72K | n/a | $84.90M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Charles Schwab Investment… | 102.24K | n/a | $60.40M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Invesco Ltd. | 96.35K | n/a | $56.92M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 13 | GAMCO Investors ✦ | 91.88K | -5.8% | $54.27M | 0.5% | ▼ Trim | 7 | SEC ↗ |
| 14 | Northern Trust Corp | 80.39K | n/a | $47.49M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 15 | Goldman Sachs Group ✦ | 74.16K | +122.5% | $43.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Point72 Asset Management ✦ | 70.37K | +14.2% | $41.57M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 17 | Janus Henderson Group Plc | 68.83K | n/a | $40.66M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Morgan Stanley ✦ | 63.11K | +12.3% | $37.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 19 | Bank of New York Mellon Corp | 56.99K | n/a | $33.67M | 0.0% | n/c | 1 | SEC ↗ ×13 |
| 20 | Nuveen, LLC | 53.45K | n/a | $31.58M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | Principal Financial Group Inc | 51.56K | n/a | $30.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Franklin Resources Inc | 46.00K | n/a | $27.17M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 23 | Citadel Advisors ✦ | 41.04K | +56.3% | $24.24M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 24 | UBS Group AG | 40.02K | n/a | $23.64M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 25 | Bamco Inc /Ny/ | 37.08K | n/a | $21.90M | 0.1% | n/c | 1 | SEC ↗ |
| 26 | American Century Companies Inc | 30.61K | n/a | $18.08M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cerity Partners LLC | 28.55K | n/a | $16.87M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 28 | Bank Of America Corp /De/ | 25.53K | n/a | $15.08M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 29 | Envestnet Asset Management Inc | 25.16K | n/a | $14.86M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 24.24K | -62.2% | $14.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 31 | Neuberger Berman Group LLC | 24.23K | n/a | $14.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Capital Research Global Investors | 22.10K | n/a | $13.06M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Rhumbline Advisers | 21.20K | n/a | $12.52M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Jane Street Group, Llc | 20.98K | n/a | $12.40M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 35 | Barclays Plc | 20.34K | n/a | $12.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Legal & General Group Plc | 20.30K | n/a | $11.99M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 37 | Norges Bank ✦ (pasivo) | 17.62K | Nuevo | $10.41M | 0.0% | New | 1 | SEC ↗ |
| 38 | Raymond James Financial Inc | 17.15K | n/a | $10.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 39 | Allianz Asset Management GmbH | 15.85K | n/a | $9.36M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Swiss National Bank | 15.62K | n/a | $9.23M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Tudor Investment Corp Et Al | 15.25K | n/a | $9.01M | 0.1% | n/c | 1 | SEC ↗ |
| 42 | Man Group plc | 15.09K | n/a | $8.92M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 43 | Arrowstreet Capital ✦ | 14.94K | Nuevo | $8.83M | 0.0% | New | 1 | SEC ↗ |
| 44 | UBS AM, a distinct business unit of… | 13.58K | n/a | $8.02M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 45 | Allspring Global Investments… | 13.26K | n/a | $7.84M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 46 | State Of Wisconsin Investment Board | 12.57K | n/a | $7.43M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Russell Investments Group, Ltd. | 12.38K | n/a | $7.32M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 48 | Renaissance Technologies ✦ | 11.97K | +191.9% | $7.07M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 49 | Wells Fargo & Company/Mn | 9.60K | n/a | $5.67M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 50 | Royal Bank Of Canada | 9.52K | n/a | $5.62M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 51 | Universal- Beteiligungs- und… | 9.14K | n/a | $5.40M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Deutsche Bank Ag\ | 9.09K | n/a | $5.37M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 53 | Citigroup Inc | 9.06K | n/a | $5.35M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 54 | Alliancebernstein L.P. | 8.95K | n/a | $5.29M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Prudential Financial Inc | 8.72K | n/a | $5.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 56 | California State Teachers… | 7.51K | n/a | $4.44M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Sei Investments Co | 6.84K | n/a | $4.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 58 | Bnp Paribas Financial Markets | 6.51K | n/a | $3.85M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Millennium Management ✦ | 5.30K | -37.9% | $3.13M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 60 | Marshall Wace ✦ | 5.04K | Nuevo | $2.98M | 0.0% | New | 1 | SEC ↗ ×2 |
| 61 | Creative Planning | 4.15K | n/a | $2.45M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Bridgewater Associates ✦ | 4.07K | +63.4% | $2.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 63 | Susquehanna International Group, Llp | 3.88K | n/a | $2.29M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 3.59K | n/a | $2.12M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Manufacturers Life Insurance… | 3.54K | n/a | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Credit Agricole S A | 3.52K | n/a | $2.08M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | LPL Financial LLC | 3.50K | n/a | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | First Trust Advisors Lp | 3.40K | n/a | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Voya Investment Management Llc | 3.35K | n/a | $1.98M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Truist Financial Corp | 3.23K | n/a | $1.91M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 71 | Hsbc Holdings Plc | 3.03K | n/a | $1.80M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 72 | Corient Private Wealth LP | 3.01K | n/a | $1.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 73 | AQR Capital Management ✦ | 2.96K | +19.3% | $1.75M | 0.0% | ▲ Add | 7 | SEC ↗ ×4 |
| 74 | New York State Common Retirement… | 2.47K | n/a | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Victory Capital Management Inc | 2.41K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | State Board Of Administration Of… | 2.21K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Assenagon Asset Management S.A. | 1.75K | n/a | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | HighTower Advisors, LLC | 1.62K | n/a | $958,771 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | ProShare Advisors LLC | 1.51K | n/a | $894,970 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Robeco Institutional Asset… | 1.45K | n/a | $856,574 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Qube Research & Technologies Ltd | 1.25K | n/a | $740,197 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Pictet Asset Management Holding SA | 1.25K | n/a | $737,834 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Mml Investors Services, Llc | 1.24K | n/a | $731,336 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Amundi | 1.21K | n/a | $713,614 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Captrust Financial Advisors | 1.10K | n/a | $648,042 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Cetera Investment Advisers | 964 | n/a | $569,612 | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Stifel Financial Corp | 887 | n/a | $523,986 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 88 | Mariner, LLC | 850 | n/a | $502,433 | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Aviva Plc | 846 | n/a | $499,766 | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Zurcher Kantonalbank (Zurich… | 752 | n/a | $444,236 | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Pnc Financial Services Group, Inc. | 712 | n/a | $420,607 | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 92 | D. E. Shaw & Co. ✦ | 699 | 0.0% | $412,927 | 0.0% | Held | 7 | SEC ↗ |
| 93 | Quantinno Capital Management LP | 625 | n/a | $369,212 | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Bank Of Montreal /Can/ | 616 | n/a | $363,896 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 95 | Commonwealth Equity Services, Llc | 568 | n/a | $335,540 | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Jones Financial Companies Lllp | 551 | n/a | $325,498 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 97 | Ensign Peak Advisors, Inc | 530 | n/a | $313,092 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Blair William & Co/Il | 526 | n/a | $310,729 | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Mackenzie Financial Corp | 478 | n/a | $285,950 | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Fifth Third Bancorp | 404 | n/a | $238,659 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Norges Bank | $10.41M | 0.0% |
| Arrowstreet Capital | $8.83M | 0.0% |
| Marshall Wace | $2.98M | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 339 tenedores, 7.77M acciones, $3.56B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 342 acc. · $202,464
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología