§ CONSUMER PRODUCTS
USD · Consumer productsCVCO
CAVCO INDUSTRIES INC
USDSector · Consumer productsBeta · 1.39
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
200 increased/new, 118 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 20.2 | P/B | 3.91 |
| EPS (TTM) | 23.01 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 1.2M | 0.0% | −0% |
| Capital World Investors | 617K | 0.0% | −4% |
| State Street | 402K | 0.0% | +3% |
| VANGUARD CAPITAL MANAGEMENT LLC | 348K | n/a | n/a |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 318K | n/a | n/a |
| Boston Partners | 300K | 0.2% | −19% |
◇ AC INTELLIGENCE
Top institutional owners for CVCO as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER42.0% · 241 holders
PASSIVE / INDEX34.5% · 11 holders
QUALITY / COMPOUNDER22.1% · 23 holders
DEALER / BANK12.2% · 30 holders
DEEP VALUE3.9% · 1 holder
INCOME / DEFENSIVE2.0% · 24 holders
TACTICAL / MACRO1.4% · 5 holders
SYSTEMATIC / QUANT0.7% · 6 holders
GROWTH / MOMENTUM0.1% · 1 holder
ACTIVIST0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for CVCO in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CVCO yet.