InvestorLens

CVCO — CAVCO INDS INC DEL

Public company

Sign in to save4 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying CVCO?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
60
Institutional Conviction
Mixed · 3 buying vs 2 selling last quarter
47
Macro Tailwind
Macro conditions are mixed for this sector
56
Why? — Evidence & Confidence ▾

Of 5 tracked investors who changed their CVCO position last quarter, 3 bought and 2 sold (60% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime).

Supporting evidence
  • +3 tracked investors added or increased positions last quarter (Izzy Englander, Stanley Druckenmiller, Steve Cohen)
  • +4 tracked investors reported holding CVCO at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −2 tracked investors reduced or exited last quarter (0 reduced, 2 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About CAVCO INDS INC DEL (CVCO)

CAVCO INDS INC DEL (CVCO) appears in the most recent 13F filings of 4 tracked institutional investors. The largest disclosed position is held by Steve Cohen (Point72 Asset Management), valued at $67M. Across recent filings, tracked investors recorded 12 new positions, 13 increased, 6 reduced, and 8 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in CVCO

64
/100
Institutional Accumulation
Added / Increased25
Reduced6
Exited8
BearishBullish
Crowded Trade Score™

How many top investors track CVCO

27
/100
Emerging Interest
4investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

CVCO Ownership Composition

How CAVCO INDS INC DEL is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
80% of tracked value
Institutions
4
tracked investors
Total Reported
$123.6M
combined 13F value
Types2
  • Multi-Strategy / Quant80.4%
  • Macro19.6%
Multi-Strategy / Quant(3)
80.4%
Macro(1)
19.6%

Tracked investors currently reporting CVCO

2 tracked investors have since exited this position — listed separately below.

  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    109.5K
    Value
    $67.3M
    % Portfolio
    0.07%
  • Stanley DruckenmillerJun 30, 2026
    Duquesne Family Office
    Shares
    39.5K
    Value
    $24.3M
    % Portfolio
    0.47%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    35.1K
    Value
    $21.5M
    % Portfolio
    0.01%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    17.1K
    Value
    $10.5M
    % Portfolio
    0.00%

Previously held CVCO

These investors reported CVCO in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Paul Tudor JonesTudor Investment Corp20.2K$9.8MMar 31, 2026
Ray DalioBridgewater Associates5.7K$2.8MMar 31, 2026

Recent activity

Frequently asked questions

How many institutional investors hold CVCO?
4 tracked institutional investors disclosed a position in CVCO (CAVCO INDS INC DEL) in their most recent 13F filing.
Who is the largest institutional holder of CVCO?
Steve Cohen, Point72 Asset Management, holds the largest disclosed position in CVCO, valued at $67M.
Did institutional ownership of CVCO increase or decrease?
Across recent 13F filings, tracked investors recorded 12 new positions, 13 increased, 6 reduced, and 8 fully exited CVCO.
Where does this CVCO ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.