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CAVCO INDUSTRIES, INC. hedge fund holdings

CVCONASDAQ
$585.13+7.93 (+1.37%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

CVCO · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-0.7%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 2025104140$339M$351M291Aug 14, 2025
Q3 2025111113$484M$346M306Nov 14, 2025
Q4 202511498$335M$439M329Feb 14, 2026
Q1 2026138118$362M$348M325May 15, 2026
Q2 2026141103$398M$445M338Aug 14, 2026

Quarterly action breakdown

Q2 2026
338 filers
New position
44
$118M+193K sh
Increased
97
$280M+456K sh
Reduced
73
-$320M-521K sh
Out / sold
30
-$125M-203K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Capital World InvestorsReduce 14.34%-$54.3M$325M0.04%Aug 12, 2026
Broad Bay Capital Management, LPReduce 76.22%-$47M$14.7M1.37%Aug 14, 2026
Samlyn Capital, LLCSell 100%-$33.7M$00.00%Aug 14, 2026
Duquesne Family Office LLCNew Buy+$24.3M$24.3M0.47%Aug 14, 2026
Lighthouse Investment Partners, LLCSell 100%-$16.3M$00.00%Aug 14, 2026
Tensile Capital Management LPSell 100%-$16M$00.00%Aug 14, 2026
Healthcare of Ontario Pension Plan Trust FundNew Buy+$15.5M$15.5M0.02%Aug 13, 2026
Capital Fund Management S.A.New Buy+$12.5M$12.5M0.05%Aug 13, 2026
Adage Capital Partners GP, L.L.C.Reduce 40.53%-$10.5M$15.4M0.02%Aug 14, 2026
Boston Trust Walden CorpAdded 11.40%+$9.79M$95.7M0.73%Jul 24, 2026
Neumeier Poma Investment Counsel LLCAdded 28.86%+$9.59M$42.8M2.93%Aug 13, 2026
Ashford Capital Management IncReduce 52.52%-$9.33M$8.44M0.90%Aug 21, 2026
Intrinsic Edge Capital Management LLCNew Buy+$9.22M$9.22M0.95%Aug 12, 2026
First Sabrepoint Capital Management LPReduce 44.01%-$8.93M$11.4M3.74%Aug 14, 2026
Bessemer Group IncReduce 16.56%-$6.09M$30.7M0.04%Aug 12, 2026
Militia Capital Management LLCSell 100%-$5.43M$00.00%Aug 12, 2026
Philadelphia Financial Management of San Francisco, LLCReduce 44.42%-$4.33M$5.41M1.09%Aug 14, 2026
Handelsbanken Fonder ABReduce 12.95%-$3.71M$24.9M0.07%Jul 10, 2026
Quantinno Capital Management LPAdded 434.49%+$3.17M$3.89M0.00%Aug 13, 2026
GFS Advisors, LLCNew Buy+$2.8M$2.8M0.15%Aug 13, 2026
Cannell Capital LLCSell 100%-$2.79M$00.00%Aug 18, 2026
Bridgewater Associates, LPSell 100%-$2.76M$00.00%Aug 14, 2026
Rafferty Asset Management, LLCAdded 34.22%+$2.32M$9.1M0.02%Aug 14, 2026
First Trust Advisors LPAdded 77.42%+$2.08M$4.77M0.00%Aug 11, 2026
Pillsbury Lake Capital LLCAdded 19.01%+$1.84M$11.5M3.15%Aug 14, 2026
Punch & Associates Investment Management, Inc.Added 5.76%+$1.81M$33.1M1.64%Aug 14, 2026
Credit Agricole S ASell 100%-$1.7M$00.00%Aug 14, 2026
Diversified Management IncSell 100%-$1.47M$00.00%Jul 10, 2026
Public Sector Pension Investment BoardAdded 7.27%+$1.35M$20M0.05%Aug 13, 2026
Blue Door Asset Management, LLCNew Buy+$1.33M$1.33M0.63%Aug 14, 2026
Polymer Capital Management (US) LLCAdded 476.44%+$1.32M$1.59M0.21%Aug 14, 2026
Susquehanna Portfolio Strategies, LLCReduce 10.12%-$994K$8.83M0.14%Aug 14, 2026
Numerai GP LLCAdded 38.06%+$852K$3.09M0.25%Aug 14, 2026
Marks Group Wealth Management, IncReduce 45.92%-$843K$993K0.09%Jul 28, 2026
State of Alaska, Department of RevenueReduce 29.95%-$784K$1.83M0.02%Jul 20, 2026
Azzad Asset Management IncNew Buy+$774K$774K0.07%Jul 29, 2026
Jain Global LLCNew Buy+$771K$771K0.00%Aug 14, 2026
Cinctive Capital Management LPNew Buy+$747K$747K0.03%Aug 14, 2026
State of New Jersey Common Pension Fund DReduce 29.72%-$710K$1.68M0.01%Aug 4, 2026
Perbak Capital Partners LLPSell 100%-$663K$0Not reportedAug 14, 2026
Inceptionr LLCSell 100%-$596K$00.00%Aug 11, 2026
AIA Group LtdSell 100%-$576K$00.00%Aug 13, 2026
Arbor Wealth Management LLC\AZReduce 55.13%-$568K$463K0.41%Aug 12, 2026
Brasada Capital Management, LPReduce 9.10%-$547K$5.46M0.98%Aug 17, 2026
Kennedy Capital Management LLCReduce 1.94%-$502K$25.3M0.45%Aug 14, 2026
EntryPoint Capital, LLCNew Buy+$485K$485K0.12%Aug 13, 2026
Fox Run Management, L.L.C.Sell 100%-$483K$00.00%Aug 4, 2026
Edgestream Partners, L.P.Sell 100%-$467K$00.00%Aug 11, 2026
Confluence Investment Management LLCReduce 8.51%-$418K$4.49M0.07%Jul 1, 2026
Segall Bryant & Hamill, LLCAdded 1.79%+$401K$22.9M0.27%Aug 12, 2026
Westbourne Investment Advisors, Inc.Added 5.16%+$395K$8.05M2.22%Jul 27, 2026
Fieldview Capital Management, LLCSell 100%-$381K$00.00%Aug 14, 2026
Illinois Municipal Retirement FundReduce 13.53%-$375K$2.4M0.03%Aug 12, 2026
Aviance Capital Partners, LLCAdded 3.99%+$347K$9.04M0.94%Jul 31, 2026
Profund Advisors LLCNew Buy+$269K$269K0.01%Aug 11, 2026
KBC Group NVAdded 48.01%+$267K$822K0.00%Aug 5, 2026
Guggenheim Capital LLCNew Buy+$250K$250K0.00%Aug 12, 2026
DAVENPORT & Co LLCNew Buy+$246K$246K0.00%Jul 13, 2026
Arkadios Wealth AdvisorsNew Buy+$238K$238K0.00%Aug 10, 2026
Choreo, LLCNew Buy+$222K$222K0.00%Aug 4, 2026
Leavell Investment Management, Inc.New Buy+$219K$219K0.01%Jul 21, 2026
Curi Capital, LLCNew Buy+$218K$218K0.00%Aug 14, 2026
Lombard Odier Asset Management (USA) CorpSell 100%-$217K$00.00%Aug 14, 2026
MML Investors Services, LLCAdded 25.53%+$216K$1.06M0.00%Aug 7, 2026
Cresset Asset Management, LLCAdded 23.53%+$201K$1.05M0.00%Aug 14, 2026
IFG Advisory, LLCNew Buy+$179K$179K0.01%Aug 14, 2026
Keybank National AssociationAdded 48.31%+$167K$513K0.00%Jul 28, 2026
Schroder Investment Management GroupAdded 0.21%+$165K$80M0.06%Aug 13, 2026
Pier Capital, LLCAdded 1.71%+$145K$8.65M1.15%Aug 5, 2026
Regions Financial CorpReduce 23.48%-$145K$472K0.00%Aug 10, 2026
CANADA LIFE ASSURANCE CoReduce 2.94%-$114K$3.77M0.01%Aug 13, 2026
Blair William & CoReduce 34.03%-$111K$214K0.00%Aug 11, 2026
Empowered Funds, LLCAdded 13.87%+$82.3K$676K0.00%Aug 17, 2026
Ballast Asset Management, LPReduce 1.01%-$75K$7.37M2.94%Aug 13, 2026
Huntleigh Advisors, Inc.Added 6.68%+$73.7K$1.18M0.16%Aug 4, 2026
Verus Capital Partners, LLCAdded 19.70%+$73.7K$448K0.02%Aug 6, 2026
DNB Asset Management ASReduce 21.91%-$67.6K$241K0.00%Aug 11, 2026
Watchman Group, Inc.Added 1.41%+$66.4K$4.78M1.07%Jul 27, 2026
Vanguard Investments Australia, Ltd.Added 5.49%+$64.5K$1.24M0.00%Aug 13, 2026
Persistent Asset Partners LtdNew Buy+$52.2K$52.2K0.02%Aug 7, 2026
Thrivent Financial for LutheransReduce 1.54%-$51.6K$3.31M0.01%Aug 14, 2026
Aviva PLCReduce 9.83%-$50.4K$462K0.00%Aug 13, 2026
Verdence Capital Advisors LLCReduce 3.07%-$44.9K$1.42M0.07%Jul 29, 2026
Cascade Investment Advisors, Inc.Reduce 2.38%-$43K$1.77M0.96%Jul 15, 2026
Pictet Asset Management Holding SAReduce 4.60%-$36.9K$764K0.00%Jul 30, 2026
Sheets Smith Wealth ManagementReduce 2.44%-$33.8K$1.35M0.13%Jul 13, 2026
Ensign Peak Advisors, IncReduce 9.43%-$30.7K$295K0.00%Aug 14, 2026
Vident Advisory, LLCAdded 7.81%+$28.9K$399K0.00%Aug 12, 2026
Xponance LLCAdded 6.29%+$28.3K$477K0.00%Aug 10, 2026
Harbor Capital Advisors, Inc.Reduce 0.62%-$24.6K$3.92M0.27%Aug 7, 2026
R Squared LtdReduce 9.41%-$24.6K$237K0.12%Aug 5, 2026
Silvant Capital Management LLCNew Buy+$24.6K$24.6K0.00%Aug 11, 2026
SkyOak Wealth, LLCReduce 9.03%-$24K$241K0.04%Jul 30, 2026
Swiss Life Asset Management LtdAdded 7.17%+$22.1K$331K0.00%Jul 29, 2026
Salomon & Ludwin, LLCAdded 80.49%+$19.9K$44.5K0.00%Aug 7, 2026
UMB Bank, n.a.Added 82.86%+$17.8K$39.3K0.00%Aug 13, 2026
Sendero Wealth Management, LLCReduce 1.51%-$17.2K$1.12M0.11%Aug 4, 2026
Lakewood Asset Management LLCAdded 2.66%+$16.6K$641K0.35%Aug 6, 2026
NorthCrest Asset Manangement, LLCAdded 1.41%+$10.2K$736K0.02%Jul 15, 2026
Anchor Capital Advisors LLCReduce 0.35%-$9.83K$2.77M0.08%Aug 5, 2026

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