Ficha del valor · trimestre archivado
CVCO
Cavco Industries, Inc. · Consumer Cyclical · Residential Construction
113Tenedores rastreados
-2Δ titulares
5.72MAcciones mantenidas
$2.77BValor declarado
+7Nuevas posiciones
−10Cierres
Señales de momentum (gestores comparables):
amplitud de titulares -1.7% ·
flujo de acciones +0.5% ·
nuevas posiciones netas -2.7%
· fórmula
Acumulación concentrada: acciones en aumento entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
Participación a lo largo del tiempo
| 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 |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 1.20M | 0.0% | $580.33M | 0.0% | ▼ Trim | 4 | SEC ↗ ×16 |
| 2 | Capital World Investors ✦ | 616.58K | -3.7% | $298.60M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (pasivo) | 401.90K | +3.1% | $194.64M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 4 | Vanguard Capital Management Llc | 348.12K | n/a | $168.59M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Boston Partners | 299.66K | -18.5% | $145.09M | 0.2% | ▼ Trim | 2 | SEC ↗ ×4 |
| 6 | Geode Capital Management ✦ (pasivo) | 240.67K | +3.4% | $116.57M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 7 | Dimensional Fund Advisors Lp | 200.95K | -0.1% | $97.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 8 | Invesco Ltd. | 181.78K | +88.7% | $88.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×10 |
| 9 | Fidelity (FMR) ✦ | 167.38K | -36.4% | $81.06M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 10 | Ameriprise Financial Inc | 139.85K | -2.7% | $67.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | Schroder Investment Management Group | 130.08K | n/a | $60.64M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 12 | Charles Schwab Investment… | 104.73K | +2.4% | $50.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Point72 Asset Management ✦ | 102.72K | +46.0% | $49.74M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 93.17K | +25.6% | $45.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | T. Rowe Price ✦ | 92.62K | -56.6% | $44.86M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 16 | GAMCO Investors ✦ | 83.07K | -9.6% | $40.23M | 0.4% | ▼ Trim | 8 | SEC ↗ |
| 17 | UBS Group AG | 82.12K | +105.2% | $39.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 18 | Northern Trust Corp | 81.66K | +1.6% | $39.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 19 | Victory Capital Management Inc | 79.24K | +3186.7% | $38.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Janus Henderson Group Plc | 68.74K | -0.1% | $33.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 21 | Morgan Stanley ✦ | 61.38K | -2.7% | $29.73M | 0.0% | ▼ Trim | 3 | SEC ↗ ×13 |
| 22 | Franklin Resources Inc | 58.41K | +27.0% | $28.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 23 | Principal Financial Group Inc | 53.31K | +3.4% | $25.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Millennium Management ✦ | 47.74K | +801.0% | $23.12M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 25 | Capital Research Global Investors | 47.01K | +112.7% | $22.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Nuveen, LLC | 45.67K | -14.6% | $22.12M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 27 | Bank of New York Mellon Corp | 44.82K | -21.4% | $21.71M | 0.0% | ▼ Trim | 2 | SEC ↗ ×10 |
| 28 | JPMorgan Chase ✦ | 43.88K | +81.0% | $20.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 29 | Adage Capital Partners ✦ | 42.03K | Nuevo | $20.36M | 0.0% | New | 1 | SEC ↗ |
| 30 | Renaissance Technologies ✦ | 37.93K | +216.9% | $18.37M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 31 | Cerity Partners LLC | 30.64K | +7.3% | $14.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 32 | Bank Of America Corp /De/ | 27.35K | +7.1% | $13.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 33 | Envestnet Asset Management Inc | 26.88K | +6.9% | $13.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Citadel Advisors ✦ | 25.18K | -38.6% | $12.20M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 35 | Rhumbline Advisers | 21.43K | +1.1% | $10.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Tudor Investment Corp Et Al | 20.23K | +32.7% | $9.80M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 37 | Neuberger Berman Group LLC | 19.05K | -21.4% | $9.22M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 38 | Legal & General Group Plc | 18.40K | -9.4% | $8.91M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 39 | Raymond James Financial Inc | 18.29K | +6.7% | $8.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 40 | American Century Companies Inc | 17.68K | -42.2% | $8.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Qube Research & Technologies Ltd | 17.62K | +1306.6% | $8.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Swiss National Bank | 15.42K | -1.3% | $7.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 14.63K | +394.7% | $7.08M | 0.0% | ▲ Add | 8 | SEC ↗ ×6 |
| 44 | UBS AM, a distinct business unit of… | 13.99K | +3.0% | $6.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 45 | Sei Investments Co | 12.49K | +82.7% | $6.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 46 | Alliancebernstein L.P. | 10.00K | +11.7% | $5.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Barclays Plc | 11.99K | -41.1% | $5.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 48 | State Of Wisconsin Investment Board | 11.77K | -6.4% | $5.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Russell Investments Group, Ltd. | 10.54K | -14.9% | $5.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 50 | Universal- Beteiligungs- und… | 10.08K | +10.2% | $4.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Deutsche Bank Ag\ | 9.74K | +7.1% | $4.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 52 | California State Teachers… | 9.32K | +24.1% | $4.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Allspring Global Investments… | 8.46K | -36.2% | $4.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 54 | Citigroup Inc | 8.35K | -7.9% | $4.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 55 | Man Group plc | 8.28K | -45.1% | $4.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Prudential Financial Inc | 7.97K | -8.7% | $3.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Royal Bank Of Canada | 6.93K | -27.2% | $3.36M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 58 | Marshall Wace ✦ | 6.84K | +35.6% | $3.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 59 | Susquehanna International Group, Llp | 6.37K | +64.3% | $3.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Bridgewater Associates ✦ | 5.70K | +40.1% | $2.76M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 61 | Allianz Asset Management GmbH | 5.60K | -64.7% | $2.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Creative Planning | 5.12K | +23.4% | $2.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Jones Financial Companies Lllp | 5.30K | +862.2% | $2.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 64 | Two Sigma Investments ✦ | 4.50K | Nuevo | $2.18M | 0.0% | New | 1 | SEC ↗ |
| 65 | Balyasny Asset Management L.P. | 4.44K | Nuevo | $2.15M | 0.0% | New | 1 | SEC ↗ |
| 66 | First Trust Advisors Lp | 4.38K | +28.8% | $2.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Wells Fargo & Company/Mn | 4.24K | -55.9% | $2.05M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 68 | LPL Financial LLC | 4.17K | +19.1% | $2.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Squarepoint Ops LLC | 4.00K | Nuevo | $1.94M | 0.0% | New | 1 | SEC ↗ |
| 70 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 3.67K | +2.3% | $1.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Credit Agricole S A | 3.52K | 0.0% | $1.70M | 0.0% | Held | 2 | SEC ↗ |
| 72 | Manufacturers Life Insurance… | 3.42K | -3.3% | $1.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Truist Financial Corp | 3.32K | +2.6% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 74 | Voya Investment Management Llc | 3.15K | -6.0% | $1.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Fifth Third Bancorp | 2.82K | +599.0% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | New York State Common Retirement… | 2.57K | +4.0% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Bnp Paribas Financial Markets | 2.54K | -61.0% | $1.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | State Board Of Administration Of… | 2.00K | -9.3% | $968,096 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | HighTower Advisors, LLC | 1.78K | +9.7% | $862,520 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Zurcher Kantonalbank (Zurich… | 1.74K | +130.8% | $840,727 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Amundi | 1.61K | +33.2% | $779,223 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Robeco Institutional Asset… | 1.49K | +3.0% | $723,045 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Corient Private Wealth LP | 1.39K | -53.8% | $673,648 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Mml Investors Services, Llc | 1.38K | +11.1% | $665,657 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Pictet Asset Management Holding SA | 1.30K | +4.3% | $631,030 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Captrust Financial Advisors | 1.30K | +18.1% | $627,604 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | ProShare Advisors LLC | 1.21K | -19.9% | $587,443 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Quantinno Capital Management LP | 1.19K | +89.8% | $574,368 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Mariner, LLC | 1.12K | +31.6% | $542,143 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Peak6 Llc | 931 | Nuevo | $450,754 | 0.0% | New | 1 | SEC ↗ ×2 |
| 91 | Stifel Financial Corp | 896 | +1.0% | $433,923 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 92 | Cetera Investment Advisers | 842 | -12.7% | $407,886 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Aviva Plc | 834 | -1.4% | $403,898 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Cwm, Llc | 740 | +220.3% | $358,375 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Pnc Financial Services Group, Inc. | 702 | -1.4% | $339,972 | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 96 | D. E. Shaw & Co. ✦ | 699 | 0.0% | $338,519 | 0.0% | Held | 8 | SEC ↗ |
| 97 | Bank Of Montreal /Can/ | 676 | +9.7% | $327,381 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 98 | CIBC Bancorp USA Inc. | 588 | n/a | $284,763 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 99 | Mercer Global Advisors Inc /Adv | 579 | Nuevo | $280,404 | 0.0% | New | 1 | SEC ↗ |
| 100 | Commonwealth Equity Services, Llc | 573 | +0.9% | $277,500 | 0.0% | ▲ Add | 2 | 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
| Adage Capital Partners | $20.36M | 0.0% |
| Two Sigma Investments | $2.18M | 0.0% |
| Balyasny Asset Management L.P. | $2.15M | 0.0% |
| Squarepoint Ops LLC | $1.94M | 0.0% |
| Peak6 Llc | $450,754 | 0.0% |
| Mercer Global Advisors Inc… | $280,404 | 0.0% |
Posición cerrada
| Bamco Inc /Ny/ | $21.90M | era 0.1% |
| Jane Street Group, Llc | $12.40M | era 0.0% |
| Norges Bank | $10.41M | era 0.0% |
| Arrowstreet Capital | $8.83M | era 0.0% |
| Hsbc Holdings Plc | $1.80M | era 0.0% |
| Assenagon Asset Management… | $1.04M | era 0.0% |
| Mackenzie Financial Corp | $285,950 | era 0.0% |
| Simplex Trading, Llc | $120,510 | era 0.0% |
| Canada Pension Plan… | $70,889 | era 0.0% |
| Danske Bank A/S | $59,074 | era 0.0% |
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.
Frecuentemente cotituladas
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)
Aug 18
BIGBEE PAUL
Officer · 342 acc. · $202,464
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
Aug 12
SC 13G/A: Capital World Investors
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q1 2026 ·
Metodología ·
Obtener esto a través de la API