CVCO
Cavco Industries, Inc. · Consumer Cyclical · Residential Construction
Señales de momentum (gestores comparables):
amplitud de titulares -1.8% ·
flujo de acciones +1.1% ·
nuevas posiciones netas -1.9%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 108 | -2 | 5.71M | $3.50B | +2 | −4 |
| 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 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 1.25M | +4.2% | $767.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 1.25M | +4.2% | $767.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 1.25M | +4.2% | $767.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 1.25M | +4.2% | $767.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 1.25M | +4.2% | $767.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 1.25M | +4.2% | $767.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 1.25M | +4.2% | $767.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 1.25M | +4.2% | $767.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 1.25M | +4.2% | $767.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 1.25M | +4.2% | $767.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 1.25M | +4.2% | $767.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 1.25M | +4.2% | $767.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 1.25M | +4.2% | $767.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 1.25M | +4.2% | $767.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 1.25M | +4.2% | $767.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | Capital World Investors ✦ | 528.19K | -14.3% | $324.51M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 17 | State Street Global Advisors ✦ (pasivo) | 419.20K | +4.3% | $257.55M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 18 | Vanguard Capital Management Llc | 347.62K | -0.1% | $213.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Boston Partners | 325.60K | +8.7% | $199.57M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 20 | Boston Partners | 325.60K | +8.7% | $199.57M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 21 | Boston Partners | 325.60K | +8.7% | $199.57M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 22 | Boston Partners | 325.60K | +8.7% | $199.57M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 23 | Geode Capital Management ✦ (pasivo) | 259.18K | +7.7% | $159.26M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 24 | Geode Capital Management ✦ (pasivo) | 259.18K | +7.7% | $159.26M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 25 | Dimensional Fund Advisors Lp | 203.46K | +1.2% | $125.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Dimensional Fund Advisors Lp | 203.46K | +1.2% | $125.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Dimensional Fund Advisors Lp | 203.46K | +1.2% | $125.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Dimensional Fund Advisors Lp | 203.46K | +1.2% | $125.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Dimensional Fund Advisors Lp | 203.46K | +1.2% | $125.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 180.51K | +29.1% | $110.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 180.51K | +29.1% | $110.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 180.51K | +29.1% | $110.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Invesco Ltd. | 149.66K | -17.7% | $91.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Invesco Ltd. | 149.66K | -17.7% | $91.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Invesco Ltd. | 149.66K | -17.7% | $91.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Invesco Ltd. | 149.66K | -17.7% | $91.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Invesco Ltd. | 149.66K | -17.7% | $91.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Invesco Ltd. | 149.66K | -17.7% | $91.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Invesco Ltd. | 149.66K | -17.7% | $91.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Invesco Ltd. | 149.66K | -17.7% | $91.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Invesco Ltd. | 149.66K | -17.7% | $91.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Invesco Ltd. | 149.66K | -17.7% | $91.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Schroder Investment Management Group | 130.35K | +0.2% | $80.01M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 44 | Schroder Investment Management Group | 130.35K | +0.2% | $80.01M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 45 | Point72 Asset Management ✦ | 109.53K | +6.6% | $67.29M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 109.29K | -34.7% | $67.15M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 109.29K | -34.7% | $67.15M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 48 | Fidelity (FMR) ✦ | 109.29K | -34.7% | $67.15M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 49 | Fidelity (FMR) ✦ | 109.29K | -34.7% | $67.15M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 50 | Charles Schwab Investment… | 108.39K | +3.5% | $66.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Victory Capital Management Inc | 105.87K | +33.6% | $65.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Northern Trust Corp | 86.94K | +6.5% | $53.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Northern Trust Corp | 86.94K | +6.5% | $53.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Northern Trust Corp | 86.94K | +6.5% | $53.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Northern Trust Corp | 86.94K | +6.5% | $53.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Northern Trust Corp | 86.94K | +6.5% | $53.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Northern Trust Corp | 86.94K | +6.5% | $53.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | T. Rowe Price ✦ | 86.55K | -6.5% | $53.18M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 59 | T. Rowe Price ✦ | 86.55K | -6.5% | $53.18M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 60 | GAMCO Investors ✦ | 79.84K | -3.9% | $49.05M | 0.4% | ▼ Trim | 9 | SEC ↗ |
| 61 | Marshall Wace ✦ | 74.84K | +994.1% | $45.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Marshall Wace ✦ | 74.84K | +994.1% | $45.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Marshall Wace ✦ | 74.84K | +994.1% | $45.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Goldman Sachs Group ✦ | 61.68K | -33.8% | $37.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 65 | Goldman Sachs Group ✦ | 61.68K | -33.8% | $37.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 66 | Morgan Stanley ✦ | 57.66K | -6.1% | $35.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 67 | Morgan Stanley ✦ | 57.66K | -6.1% | $35.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 68 | Morgan Stanley ✦ | 57.66K | -6.1% | $35.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 69 | Morgan Stanley ✦ | 57.66K | -6.1% | $35.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 70 | Morgan Stanley ✦ | 57.66K | -6.1% | $35.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 71 | Morgan Stanley ✦ | 57.66K | -6.1% | $35.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 72 | Morgan Stanley ✦ | 57.66K | -6.1% | $35.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 73 | Morgan Stanley ✦ | 57.66K | -6.1% | $35.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 74 | Nuveen, LLC | 57.30K | +25.5% | $35.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Nuveen, LLC | 57.30K | +25.5% | $35.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Nuveen, LLC | 57.30K | +25.5% | $35.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Principal Financial Group Inc | 55.04K | +3.2% | $33.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Principal Financial Group Inc | 55.04K | +3.2% | $33.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Franklin Resources Inc | 54.39K | -6.9% | $33.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Franklin Resources Inc | 54.39K | -6.9% | $33.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | Franklin Resources Inc | 54.39K | -6.9% | $33.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Franklin Resources Inc | 54.39K | -6.9% | $33.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Franklin Resources Inc | 54.39K | -6.9% | $33.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Capital Research Global Investors | 48.29K | +2.7% | $29.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Bank of New York Mellon Corp | 45.73K | +2.0% | $28.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Bank of New York Mellon Corp | 45.73K | +2.0% | $28.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Bank of New York Mellon Corp | 45.73K | +2.0% | $28.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Bank of New York Mellon Corp | 45.73K | +2.0% | $28.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Bank of New York Mellon Corp | 45.73K | +2.0% | $28.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Bank of New York Mellon Corp | 45.73K | +2.0% | $28.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Bank of New York Mellon Corp | 45.73K | +2.0% | $28.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Bank of New York Mellon Corp | 45.73K | +2.0% | $28.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Bank of New York Mellon Corp | 45.73K | +2.0% | $28.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Renaissance Technologies ✦ | 42.17K | +11.2% | $25.91M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 95 | Duquesne Family Office ✦ | 39.50K | Nuevo | $24.27M | 0.6% | New | 1 | SEC ↗ |
| 96 | Bank Of America Corp /De/ | 38.56K | +41.0% | $23.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Bank Of America Corp /De/ | 38.56K | +41.0% | $23.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Bank Of America Corp /De/ | 38.56K | +41.0% | $23.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Bank Of America Corp /De/ | 38.56K | +41.0% | $23.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Bank Of America Corp /De/ | 38.56K | +41.0% | $23.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Duquesne Family Office | $24.27M | 0.6% |
Posición cerrada
| Tudor Investment Corp Et Al | $9.80M | era 0.1% |
| Bridgewater Associates | $2.76M | era 0.0% |
| Credit Agricole S A | $1.70M | era 0.0% |
| Robeco Institutional Asset… | $723,045 | 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.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, 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