CAVCO INDUSTRIES, INC. (CVCO) — Institutional Holders, Q2 2026

361 institutional investment managers reported a CVCO position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $4.7B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← CVCO stock profile

CVCO in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

141

Trimmed

112

Sold out

Biggest buyers

MARSHALL WACE, LLPAdded · +67,999 sh+$41.8M
BlackRockAdded · +50,279 sh+$30.9M
AMERIPRISE FINANCIALAdded · +40,663 sh+$25.0M
Duquesne Family OfficeNew · +39,500 sh+$24.3M
SEGALL BRYANT & HAMILLNew · +37,226 sh+$22.9M

Biggest sellers

Capital World InvestorsTrimmed · -88,389 sh-$54.3M
Broad Bay Capital ManagementTrimmed · -76,459 sh-$47.0M
UBS Group AGTrimmed · -72,649 sh-$44.6M
SAMLYN CAPITALSold out · -69,484 sh-$42.7M
FMRTrimmed · -58,092 sh-$35.7M

CVCO 13F holders ranked 1–100 of 361

Institutional investors reporting a position in CAVCO INDUSTRIES, INC. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 1,248,595 sh	1,248,595	$767.1M	0.01%	+4.2%
2	Capital World Investors#2 · 528,190 sh	528,190	$324.5M	0.04%	-14.3%
3	STATE STREET#3 · 419,204 sh	419,204	$257.6M	<0.01%	+4.3%
4	VANGUARD CAPITAL MANAGEMENT#4 · 347,619 sh	347,619	$213.6M	<0.01%	-0.1%
5	VANGUARD PORTFOLIO MANAGEMENT#5 · 331,162 sh	331,162	$203.5M	<0.01%	+4.2%
6	Boston Partners#6 · 325,596 sh	325,596	$199.6M	0.18%	+8.7%
7	GEODE CAPITAL MANAGEMENT#7 · 259,180 sh	259,180	$159.3M	<0.01%	+7.7%
8	FIDUCIARY MANAGEMENT#8 · 250,135 sh	250,135	$153.7M	2.19%	-6.5%
9	DIMENSIONAL FUND ADVISORS#9 · 203,458 sh	203,458	$125.0M	0.02%	+1.2%
10	AMERIPRISE FINANCIAL#10 · 180,511 sh	180,511	$110.9M	0.02%	+29.1%
11	Boston Walden#11 · 155,713 sh	155,713	$95.7M	0.73%	+11.4%
12	GW&K Investment Management#12 · 153,439 sh	153,439	$94.3M	0.74%	-6.0%
13	Invesco Ltd.#13 · 149,655 sh	149,655	$91.9M	<0.01%	-17.7%
14	SCHRODER INVESTMENT MANAGEMENT GROUP#14 · 130,350 sh	130,350	$80.0M	0.06%	+0.2%
15	Point72 Asset Management, L.P.#15 · 109,528 sh	109,528	$67.3M	0.07%	+6.6%
16	FMR#16 · 109,289 sh	109,289	$67.1M	<0.01%	-34.7%
17	CHARLES SCHWAB INVESTMENT MANAGEMENT#17 · 108,389 sh	108,389	$66.6M	<0.01%	+3.5%
18	VICTORY CAPITAL MANAGEMENT#18 · 105,872 sh	105,872	$65.0M	0.04%	+33.6%
19	NORTHERN#19 · 86,937 sh	86,937	$53.4M	<0.01%	+6.5%
20	PRICE T ROWE ASSOCIATES#20 · 86,552 sh	86,552	$53.2M	<0.01%	-6.6%
21	GAMCO INVESTORS, ET AL#21 · 79,844 sh	79,844	$49.1M	0.44%	-3.9%
22	MARSHALL WACE, LLP#22 · 74,839 sh	74,839	$46.0M	0.04%	+994.1%
23	Jupiter Topco#23 · 69,912 sh	69,912	$43.0M	0.02%	—
24	NEUMEIER POMA INVESTMENT COUNSEL#24 · 69,707 sh	69,707	$42.8M	2.93%	+28.9%
25	GOLDMAN SACHS GROUP#25 · 61,679 sh	61,679	$37.9M	<0.01%	-33.8%
26	MORGAN STANLEY#26 · 57,665 sh	57,665	$35.4M	<0.01%	-6.1%
27	Nuveen#27 · 57,303 sh	57,303	$35.2M	<0.01%	+25.5%
28	VANGUARD FIDUCIARY#28 · 55,612 sh	55,612	$34.2M	<0.01%	+3.0%
29	PRINCIPAL FINANCIAL GROUP#29 · 55,036 sh	55,036	$33.8M	0.02%	+3.2%
30	FRANKLIN RESOURCES#30 · 54,387 sh	54,387	$33.4M	<0.01%	-6.9%
31	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT#31 · 53,930 sh	53,930	$33.1M	1.64%	+5.8%
32	BESSEMER GROUP#32 · 49,960 sh	49,960	$30.7M	0.04%	-16.6%
33	GABELLI FUNDS#33 · 48,780 sh	48,780	$30.0M	0.19%	-4.9%
34	Capital Research Global Investors#34 · 48,293 sh	48,293	$29.7M	<0.01%	+2.7%
35	Bank of New York Mellon#35 · 45,731 sh	45,731	$28.1M	<0.01%	+2.0%
36	RENAISSANCE TECHNOLOGIES#36 · 42,169 sh	42,169	$25.9M	0.04%	+11.2%
37	KENNEDY CAPITAL MANAGEMENT#37 · 41,242 sh	41,242	$25.3M	0.45%	-1.9%
38	Handelsbanken Fonder AB#38 · 40,551 sh	40,551	$24.9M	0.07%	-13.0%
39	Duquesne Family Office#39 · 39,500 sh	39,500	$24.3M	0.47%	New
40	BANK OF AMERICA#40 · 38,557 sh	38,557	$23.7M	<0.01%	+41.0%
41	JPMORGAN CHASE#41 · 37,102 sh	37,102	$23.0M	<0.01%	-15.5%
42	SEGALL BRYANT & HAMILL#42 · 37,226 sh	37,226	$22.9M	0.27%	New
43	MILLENNIUM MANAGEMENT#43 · 35,070 sh	35,070	$21.5M	<0.01%	-26.5%
44	PUBLIC SECTOR PENSION INVESTMENT BOARD#44 · 32,524 sh	32,524	$20.0M	0.05%	+7.3%
45	ROBOTTI ROBERT#45 · 32,396 sh	32,396	$19.9M	3.21%	0.0%
46	Cerity Partners#46 · 31,514 sh	31,514	$19.4M	0.02%	+2.8%
47	ENVESTNET ASSET MANAGEMENT#47 · 31,454 sh	31,454	$19.3M	<0.01%	+17.0%
48	Robeco Schweiz AG#48 · 29,200 sh	29,200	$17.9M	—	0.0%
49	Qube Research & Technologies Ltd#49 · 25,204 sh	25,204	$15.5M	0.01%	+43.0%
50	HEALTHCARE OF ONTARIO PENSION PLAN FUND#50 · 25,200 sh	25,200	$15.5M	0.02%	New
51	ADAGE CAPITAL PARTNERS GP, L.L.C.#51 · 25,000 sh	25,000	$15.4M	0.02%	-40.5%
52	Broad Bay Capital Management#52 · 23,853 sh	23,853	$14.7M	1.37%	-76.2%
53	CITIGROUP#53 · 23,690 sh	23,690	$14.6M	<0.01%	+183.8%
54	AQR CAPITAL MANAGEMENT#54 · 22,824 sh	22,824	$14.0M	<0.01%	+56.0%
55	EULAV Asset Management#55 · 21,900 sh	21,900	$13.5M	—	0.0%
56	Neuberger Berman Group#56 · 21,804 sh	21,804	$13.4M	<0.01%	+14.5%
57	AMERICAN CENTURY COMPANIES#57 · 20,396 sh	20,396	$12.5M	<0.01%	+15.3%
58	CAPITAL FUND MANAGEMENT S.A.#58 · 20,290 sh	20,290	$12.5M	0.05%	New
59	Tributary Capital Management#59 · 19,142 sh	19,142	$11.8M	0.97%	New
60	RHUMBLINE ADVISERS#60 · 19,006 sh	19,006	$11.7M	<0.01%	-11.3%
61	Pillsbury Lake Capital#61 · 18,772 sh	18,772	$11.5M	3.15%	+19.0%
62	Trexquant Investment#62 · 18,547 sh	18,547	$11.4M	0.07%	New
63	FIRST SABREPOINT CAPITAL MANAGEMENT#63 · 18,500 sh	18,500	$11.4M	3.74%	-44.0%
64	Legal & General Group Plc#64 · 17,977 sh	17,977	$11.0M	<0.01%	-2.3%
65	D. E. Shaw#65 · 17,902 sh	17,902	$11.0M	<0.01%	+2461.1%
66	RAYMOND JAMES FINANCIAL#66 · 17,519 sh	17,519	$10.8M	<0.01%	-4.2%
67	BARCLAYS PLC#67 · 15,415 sh	15,415	$9.5M	<0.01%	+28.6%
68	Swiss National Bank#68 · 15,180 sh	15,180	$9.3M	<0.01%	-1.6%
69	Intrinsic Edge Capital Management#69 · 15,000 sh	15,000	$9.2M	0.95%	New
70	Rafferty Asset Management#70 · 14,813 sh	14,813	$9.1M	0.02%	+34.2%
71	Aviance Capital Partners#71 · 14,715 sh	14,715	$9.0M	0.94%	+4.0%
72	JACOBS LEVY EQUITY MANAGEMENT#72 · 14,595 sh	14,595	$9.0M	0.03%	+23.3%
73	Susquehanna Portfolio Strategies#73 · 14,370 sh	14,370	$8.8M	0.14%	-10.1%
74	Pier Capital#74 · 14,075 sh	14,075	$8.6M	1.15%	+1.7%
75	SG Capital Management#75 · 13,903 sh	13,903	$8.5M	0.71%	-6.8%
76	DEUTSCHE BANK AG\#76 · 13,876 sh	13,876	$8.5M	<0.01%	+42.5%
77	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#77 · 13,805 sh	13,805	$8.5M	<0.01%	-1.3%
78	ASHFORD CAPITAL MANAGEMENT#78 · 13,730 sh	13,730	$8.4M	0.90%	-52.5%
79	Russell Investments Group, Ltd.#79 · 13,683 sh	13,683	$8.4M	<0.01%	+29.9%
80	Westbourne Investment Advisors#80 · 13,097 sh	13,097	$8.0M	—	+5.2%
81	Ballast Asset Management#81 · 11,995 sh	11,995	$7.4M	2.94%	-1.0%
82	CITADEL ADVISORS#82 · 11,872 sh	11,872	$7.3M	<0.01%	-52.9%
83	WELLS FARGO & COMPANY#83 · 11,213 sh	11,213	$6.9M	<0.01%	+164.8%
84	Universal- Beteiligungs- und Servicegesellschaft mbH#84 · 9,801 sh	9,801	$6.0M	<0.01%	-2.8%
85	UBS Group AG#85 · 9,474 sh	9,474	$5.8M	<0.01%	-88.5%
86	SEI INVESTMENTS#86 · 9,382 sh	9,382	$5.8M	<0.01%	-24.9%
87	Allspring Global Investments#87 · 9,401 sh	9,401	$5.7M	<0.01%	+11.1%
88	BRASADA CAPITAL MANAGEMENT#88 · 0 sh	0	$5.5M	0.98%	-100.0%
89	Philadelphia Financial Management of San Francisco#89 · 8,810 sh	8,810	$5.4M	1.09%	-44.4%
90	ALLIANCEBERNSTEIN L.P.#90 · 10,353 sh	10,353	$5.0M	<0.01%	+3.5%
91	PRUDENTIAL FINANCIAL#91 · 8,034 sh	8,034	$4.9M	<0.01%	+0.8%
92	ROYAL BANK OF CANADA#92 · 7,906 sh	7,906	$4.9M	<0.01%	+14.1%
93	Watchman Group#93 · 7,788 sh	7,788	$4.8M	—	+1.4%
94	FIRST ADVISORS#94 · 7,771 sh	7,771	$4.8M	<0.01%	+77.4%
95	CONFLUENCE INVESTMENT MANAGEMENT#95 · 7,310 sh	7,310	$4.5M	—	-8.5%
96	STATE OF WISCONSIN INVESTMENT BOARD#96 · 7,211 sh	7,211	$4.4M	<0.01%	-38.7%
97	VANGUARD ASSET MANAGEMENT, Ltd#97 · 7,204 sh	7,204	$4.4M	<0.01%	0.0%
98	Man Group plc#98 · 7,167 sh	7,167	$4.4M	<0.01%	-13.5%
99	Creative Planning#99 · 6,843 sh	6,843	$4.2M	<0.01%	+33.8%
100	JONES FINANCIAL COMPANIES LLLP#100 · 6,724 sh	6,724	$4.2M	<0.01%	+26.8%

Funds that sold out of CVCO in Q2 2026 (36)

Held CVCO at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held CVCO in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
SAMLYN CAPITAL69,484 sh	69,484	$33.7M
Lighthouse Investment Partners33,744 sh	33,744	$16.3M
Tensile Capital Management33,000 sh	33,000	$16.0M
TUDOR INVESTMENT ET AL20,234 sh	20,234	$9.8M
ROYCE & ASSOCIATES14,700 sh	14,700	$7.1M
CANNELL CAPITAL5,759 sh	5,759	$2.8M
Bridgewater Associates5,698 sh	5,698	$2.8M
Quadrature Capital Ltd5,648 sh	5,648	$2.7M
Militia Capital Management3,740 sh	3,740	$1.8M
Entropy Technologies3,624 sh	3,624	$1.8M
CREDIT AGRICOLE S A3,518 sh	3,518	$1.7M
DIVERSIFIED MANAGEMENT3,042 sh	3,042	$1.5M
SkyView Investment Advisors2,450 sh	2,450	$1.2M
Headlands Technologies2,214 sh	2,214	$1.1M
Robeco Institutional Asset Management B.V.1,493 sh	1,493	$723.0K
State of Wyoming1,337 sh	1,337	$647.5K
Horizon Investments1,310 sh	1,310	$634.4K
INCEPTIONR1,230 sh	1,230	$595.7K
AIA Group Ltd1,190 sh	1,190	$576.3K
FOX RUN MANAGEMENT, L.L.C.1,035 sh	1,035	$482.5K
Edgestream Partners, L.P.965 sh	965	$467.3K
Fieldview Capital Management787 sh	787	$381.1K
Mitsubishi UFJ Asset Management (UK) Ltd.500 sh	500	$242.0K
Lombard Odier Asset Management (USA)449 sh	449	$217.4K
Savant Capital414 sh	414	$200.5K
MEEDER ASSET MANAGEMENT291 sh	291	$140.9K
MAI Capital Management69 sh	69	$33.4K
Root Financial Partners31 sh	31	$15.0K
TWIN PEAKS WEALTH ADVISORS16 sh	16	$7.7K
Sound Income Strategies11 sh	11	$5.3K
PICTON MAHONEY ASSET MANAGEMENT3 sh	3	$1.5K
Annis Gardner Whiting Capital Advisors2 sh	2	$969.00
Innovative Asset Advisors Group2 sh	2	$969.00
Advisory Services Network1 sh	1	$484.00
Wealth Preservation Advisors1 sh	1	$484.00
Rakuten Securities1 sh	1	$484.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.