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Cavco Industries, Inc. 13F holders

Of the 44 funds followed here, 9 reported a position in Cavco Industries, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 259,180 shares worth $159.3 million, 0.0% of its reported book. New this quarter: Duquesne Family Office. Sold out: Bridgewater Associates.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Geode Capital Management259,180$159.3 million0.0%+18,507added30 June 202613F
Point72 Asset Management109,528$67.3 million0.1%+6,813added30 June 202613F
FMR LLC109,289$67.1 million0.0%-58,092trimmed30 June 202613F
Capital Research Global Investors48,293$29.7 million0.0%+1,279added30 June 202613F
Renaissance Technologies42,169$25.9 million0.0%+4,240added30 June 202613F
Duquesne Family Office39,500$24.3 million0.5%+39,500new30 June 202613F
Millennium Management35,070$21.5 million0.0%-12,674trimmed30 June 202613F
Citadel Advisors17,072$10.5 million0.0%-12,213trimmed30 June 202613F
Two Sigma Investments6,220$3.8 million0.0%+1,720added30 June 202613F
Bridgewater Associates0$00.0%-5,698exited30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
12 August 202613G/ACapital World Investors and 1 other528,1906.9%30 June 2026passive, institutional (13d-1(b))EDGAR
12 May 202613GState Street Corporation and 1 other401,9055.2%31 March 2026passive, institutional (13d-1(b))EDGAR
29 April 202613GVanguard Capital Management and 1 other407,5895.2%31 March 2026passive, institutional (13d-1(b))EDGAR
26 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
9 February 202613GState Street Corporation and 1 other389,6305.0%31 December 2025passive, institutional (13d-1(b))EDGAR
5 February 202613G/AFmr Llc and 3 others263,3213.4%31 December 2025passive, institutional (13d-1(b))EDGAR
13 November 202513G/ACapital World Investors and 1 other640,1178.1%30 September 2025passive, institutional (13d-1(b))EDGAR
10 November 202513GState Street Corporation and 1 other415,1695.2%30 September 2025passive, institutional (13d-1(b))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short.

Fails to deliver

Settlement dateShares failedPriceFile
3 September 202658$561.85SEC
24 August 20261$582.55SEC
18 August 202610$599.98SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 58 on 3 September 2026. A fail is an operational fact about settlement, not a position.

Source

Each fund's 13F-HR on EDGAR, linked per row; positions matched to CVCO by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.

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