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CVCOMaterialsCommon Stock

Cavco Industries, Inc

Held by 11 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 149568107 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide

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In plain English: 11 of the investors we track own this stock. In the latest quarter, 8 of them bought more of it and 5 sold some or all of theirs (2 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.

Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer

Managers holding
11
0 vs last quarter (like-for-like)
Total value held
$429.66M
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.4%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
+$112.83M
+35.6% vs last quarter
Net shares bought
+45.8K
Est. net flow +$30.76M
Quarter activity
8 bought · 5 sold
2 new · 2 sold out

Tracked capital in this stock

Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

Who owns CVCO?

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Who owns CVCO? — Q2 2026

Holders ranked by position size, with each one's quarter-over-quarter change.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# Manager Fund Shares Value ↓ % of their portfolio QoQ Δ shares Δ shares % Est. Δ value ⓘChange in shares × this quarter's price
1 Boston Partners Boston Partners Global Investors 325.60K $199.57M 0.2% Added +25.9K +8.7% +$15.90M
2 Steve Cohen Point72 Asset Management 109.53K $67.29M 0.1% Added +6.8K +6.6% +$4.19M
3 Mario Gabelli GAMCO Investors 79.84K $49.05M 0.4% Reduced -3.2K -3.9% -$1.98M
4 Jim Simons Renaissance Technologies 42.17K $25.91M 0.0% Added +4.2K +11.2% +$2.60M
5 Stanley Druckenmiller Duquesne Family Office 39.50K $24.27M 0.6% New +39.5K — +$24.27M
6 Israel Englander Millennium Management 35.07K $21.55M 0.0% Reduced -12.7K -26.5% -$7.79M
7 Robert Robotti Robotti & Co Advisors 32.40K $19.90M 3.2% Added +8 +0.0% +$4.92K
8 David Shaw D.E. Shaw & Co. 17.90K $11.00M 0.0% Added +17.2K +2461.1% +$10.57M
9 Ken Griffin Citadel Advisors 11.87K $7.29M 0.0% Reduced -13.3K -52.9% -$8.18M
10 Two Sigma Two Sigma Investments 6.22K $3.82M 0.0% Added +1.7K +38.2% +$1.06M
11 Barrow Hanley Barrow Hanley Mewhinney & Strauss 5 $3.07K 0.0% New +5 — +$3.07K

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Manager Fund Shares sold Value last quarter ↓
Chuck Royce Royce & Associates -14.7K $7.12M
Ray Dalio Bridgewater Associates -5.7K $2.76M

Politician trades

Politician trades in CVCO

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

No politician trades match these filters.