What is the 13F Pro Quality Score for CVCO?

13F Pro ranks CAVCO INDUSTRIES, INC. (CVCO) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View CVCO's current score at https://13fpro.ai/research/CVCO (free sign-up required for the full ranking).

Which hedge funds own the most CVCO stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of CVCO include BlackRock,, Capital World Investors, STATE STREET. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/CVCO as soon as new 13F filings post.

Where does 13F Pro source CVCO data?

All CAVCO INDUSTRIES, INC. fundamentals and ownership data come directly from SEC EDGAR. CAVCO INDUSTRIES, INC. files with the SEC under CIK 278166. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is CVCO in?

CAVCO INDUSTRIES, INC. (CVCO) is classified in the Industrials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/industrials.

How often is CVCO research updated on 13F Pro?

CVCO's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

CAVCO INDUSTRIES, INC.(CVCO)Stock Analysis

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13F Pro Quality Score

65.1/100

Rank #590 of 2,879 stocksTOP 25%

View Industrials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

62.1/100

Profitability

67.7/100

Balance Sheet

91.9/100

Earnings Quality

48.2/100

Free Cash Flow

61.8/100

Institutional Flow

7.7/100

Revenue Scale

64.5/100

Dilution Risk

71.9/100

CVCO Stock Analysis & AI Quality Score

AI stock analysis and institutional research for CAVCO INDUSTRIES, INC. (CVCO), a Industrials sector company. 13F Pro's AI-powered ranking engine scores CVCO at 65.1/100 on a 32-signal composite quality model, placing it at rank #590 of 2,879 stocks — the top 25% of the AI-ranked universe. CVCO scores in the top quartile across balance sheet strength (91.9). Areas of concern include institutional flow (7.7), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q4 2026), CAVCO INDUSTRIES, INC. reports quarterly revenue of $550.1M, net income of $42.5M, an operating margin of 9.4%. Top institutional holders of CVCO by reported 13-F value include BlackRock,, Capital World Investors, STATE STREET, based on the most recent SEC filings. CVCO trades on the Nasdaq exchange and files with the SEC under CIK 278166. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CVCO daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for CAVCO INDUSTRIES, INC. directly from SEC EDGAR. CAVCO INDUSTRIES, INC.'s 13F Pro composite quality score has ranged between 55 and 73 since 2021, currently 65.1 — an improving long-term trajectory across 30 quarterly and live scoring snapshots.

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Fun facts about CAVCO INDUSTRIES, INC.

Quirks, history, and lore behind CVCO — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. manufacturing company · listed on Nasdaq · headquartered in Arizona · operates in the housing sector.
2
The Numbers
Annual revenue in the range of $1–2 billion, with a business model that thrives when site-built housing becomes too expensive for ordinary buyers.
3
The History
The company traces its roots back to the 1960s and has grown through acquisitions to become one of the largest producers in its niche corner of American homebuilding.
4
The Secret
It doesn't build homes on lots — it builds them in a factory, then ships them out, making it a rare play on affordable housing in the industrials sector.
5
The Lore
Its homes are sometimes called 'trailers' by the uninitiated, but the industry prefers HUD-code manufactured homes — and the margins are nothing to laugh at.
6
The Giveaway
This manufactured housing giant builds and sells homes through company-owned retail centers across the Sun Belt — think of it as the factory-to-front-porch homebuilder.

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Revenue

Q4 2026

$550.1M

Net Income

Q4 2026

$42.5M

Free Cash Flow

Q4 2026

$59.3M

Operating Margin

Q4 2026

9.4%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+11.4% YoY

$2.24BFY 2026

FY23 $2.14BFY24 $1.79BFY25 $2.02BFY26 $2.24B

Net Income

+11.4% YoY

$190.6MFY 2026

FY23 $240.6MFY24 $157.9MFY25 $171.0MFY26 $190.6M

Operating Income

+20.1% YoY

$228.6MFY 2026

FY23 $296.6MFY24 $179.0MFY25 $190.3MFY26 $228.6M

EPS (Diluted)

+15.8% YoY

$23.98FY 2026

FY23 $26.95FY24 $18.37FY25 $20.71FY26 $23.98

Total Assets

+6.0% YoY

$1.49BFY 2026

FY23 $1.31BFY24 $1.35BFY25 $1.41BFY26 $1.49B

Op. Cash Flow

+49.9% YoY

$267.5MFY 2026

FY23 $255.7MFY24 $224.7MFY25 $178.5MFY26 $267.5M

Metric	FY 2026	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Revenue	$2.24B +11.4%	$2.02B +12.3%	$1.79B -16.2%	$2.14B +31.7%	$1.63B +46.8%	$1.11B
Net Income	$190.6M +11.4%	$171.0M +8.3%	$157.9M -34.4%	$240.6M +21.7%	$197.7M +157.9%	$76.6M
Operating Income	$228.6M +20.1%	$190.3M +6.3%	$179.0M -39.7%	$296.6M +46.5%	$202.5M +128.0%	$88.8M
EPS (Diluted)	$23.98 +15.8%	$20.71 +12.7%	$18.37 -31.8%	$26.95 +26.3%	$21.34 +158.7%	$8.25
Total Assets	$1.49B +6.0%	$1.41B +3.9%	$1.35B +3.5%	$1.31B +13.2%	$1.15B +21.3%	$951.8M
Operating Cash Flow	$267.5M +49.9%	$178.5M -20.6%	$224.7M -12.1%	$255.7M +77.3%	$144.2M +26.5%	$114.0M

AI Insight: CVCO Financial Trends

Revenue momentum stalled in Q1 2026 after steady growth through 2025, while operating income remains resilient but net income declined.

• Revenue grew from $478M (Q2 2024) to $581M (Q4 2025), a 21% gain, but retreated 5% to $550M in Q1 2026.

• Operating cash flow strengthened to $78M in Q3 2025 and sustained above $66M through Q1 2026, vs. $38–55M in prior year.

• Operating income margin held steady ~10–11% across latest four quarters, but net income margin compressed to 7.6% in Q1 2026 from 9.6% in Q4 2025.

⚠ Q1 2026 revenue decline breaks eight-quarter growth streak; seasonal weakness or demand softening requires clarification.

⚠ Equity rose 6% from $1,039M (Q2 2024) to $1,103M (Q1 2026) with no debt disclosed; balance sheet remains unlevered.

AI Insight: CVCO Ratio Trends

CVCO margins and returns have compressed in early 2026 after peaking in late 2024, with operating margin falling to 9.4% from 12.2% a year prior.

• Operating margin declined from 12.2% in Q4 2024 to 9.4% in Q1 2026, a sustained 280 basis point contraction over five quarters.

• ROIC deteriorated from 24.2% in Q4 2024 to 18.7% in Q1 2026, erasing over one-third of the peak return on invested capital.

• TTM net profit margin stands at 8.5%, flat versus Q1 2025's 7.1% quarterly, though still below Q4 2024's 10.8% peak.

⚠ Q1 2026 marks second consecutive quarterly decline in all profitability metrics, signaling sustained operational headwinds rather than seasonal dip.

⚠ ROE dropped from 21.4% in Q4 2024 to 15.4% in Q1 2026—largest year-over-year erosion in the nine-quarter dataset.

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Available Research

13F Pro tracks comprehensive data for CAVCO INDUSTRIES, INC. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of CVCO

BlackRock, Inc.
$580.3M1,198,316 sh
Capital World Investors
$298.6M616,579 sh
STATE STREET CORP
$194.6M401,905 sh
VANGUARD CAPITAL MANAGEMENT LLC
$168.6M348,123 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$153.9M317,722 sh
Boston Partners
$145.1M299,660 sh
FIDUCIARY MANAGEMENT INC /WI/
$129.6M267,514 sh
GEODE CAPITAL MANAGEMENT, LLC
$116.6M240,673 sh
DIMENSIONAL FUND ADVISORS LP
$97.3M200,952 sh
Invesco Ltd.
$88.0M181,785 sh

Fund	Value	Shares
BlackRock, Inc.	$580.3M	1,198,316
Capital World Investors	$298.6M	616,579
STATE STREET CORP	$194.6M	401,905
VANGUARD CAPITAL MANAGEMENT LLC	$168.6M	348,123
VANGUARD PORTFOLIO MANAGEMENT LLC	$153.9M	317,722
Boston Partners	$145.1M	299,660
FIDUCIARY MANAGEMENT INC /WI/	$129.6M	267,514
GEODE CAPITAL MANAGEMENT, LLC	$116.6M	240,673
DIMENSIONAL FUND ADVISORS LP	$97.3M	200,952
Invesco Ltd.	$88.0M	181,785

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Is CVCO a good stock to buy?

13F Pro's AI-powered analysis of CAVCO INDUSTRIES, INC. (CVCO) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CVCO are available on the CVCO stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own CVCO?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CVCO. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of CAVCO INDUSTRIES, INC.'s investment landscape.