Renaissance Technologies (RenTech)'s CVCO Position Overview
Renaissance Technologies (RenTech) (via Renaissance Technologies LLC (Rentech)) currently holds 11,969 shares of Cavco Industries, Inc. (CVCO) worth $7.07 M, representing 0.01% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Renaissance Technologies (RenTech) has maintained a long-term strategic position in CVCO, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2016, adding 109,400 shares. Largest reduction occurred in Q2 2019, reducing 113,409 shares.
Analysis based on 13F filings available since 2013 Q2
Renaissance Technologies (RenTech)'s Cavco Industries (CVCO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Cavco Industries (CVCO) Trades by Renaissance Technologies (RenTech)
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +7,869 | Add 191.93% | 11,969 | $590.74 |
| Q3 2025 | -8,409 | Reduce 67.22% | 4,100 | $580.73 |
| Q2 2025 | +10,163 | Add 433.21% | 12,509 | $434.43 |
| Q1 2025 | -1,200 | Reduce 33.84% | 2,346 | $519.63 |
| Q4 2024 | -1,200 | Reduce 25.28% | 3,546 | $446.23 |
| Q3 2024 | -100 | Reduce 2.06% | 4,746 | $428.24 |
| Q2 2024 | -1,300 | Reduce 21.15% | 4,846 | $346.17 |
| Q1 2024 | -1,300 | Reduce 17.46% | 6,146 | $399.12 |
| Q4 2023 | -3,909 | Reduce 34.43% | 7,446 | $346.63 |
| Q3 2023 | -6,600 | Reduce 36.76% | 11,355 | $265.70 |
| Q2 2023 | -14,100 | Reduce 43.99% | 17,955 | $0.30 |
| Q1 2023 | +8,300 | Add 34.94% | 32,055 | $0.32 |
| Q4 2022 | -19,000 | Reduce 44.44% | 23,755 | $0.23 |
| Q3 2022 | +100 | Add 0.23% | 42,755 | $205.75 |
| Q2 2022 | +15,300 | Add 55.93% | 42,655 | $195.99 |
| Q1 2022 | +7,800 | Add 39.89% | 27,355 | $240.83 |
| Q4 2021 | +6,000 | Add 44.26% | 19,555 | $317.67 |
| Q3 2021 | -1,100 | Reduce 7.51% | 13,555 | $236.74 |
| Q2 2021 | -8,290 | Reduce 36.13% | 14,655 | $222.18 |
| Q1 2021 | -23,600 | Reduce 50.70% | 22,945 | $225.63 |
| Q4 2020 | -43,300 | Reduce 48.19% | 46,545 | $175.44 |
| Q3 2020 | -15,400 | Reduce 14.63% | 89,845 | $180.31 |
| Q2 2020 | -37,954 | Reduce 26.50% | 105,245 | $192.85 |
| Q1 2020 | +5,690 | Add 4.14% | 143,199 | $144.94 |
| Q4 2019 | +17,094 | Add 14.20% | 137,509 | $195.38 |
| Q3 2019 | -36,985 | Reduce 23.50% | 120,415 | $192.09 |
| Q2 2019 | -113,409 | Reduce 41.88% | 157,400 | $157.54 |
| Q1 2019 | -75,405 | Reduce 21.78% | 270,809 | $117.53 |
| Q4 2018 | +24,514 | Add 7.62% | 346,214 | $130.38 |
| Q3 2018 | +14,100 | Add 4.58% | 321,700 | $253.00 |
| Q2 2018 | -18,000 | Reduce 5.53% | 307,600 | $207.65 |
| Q1 2018 | -19,200 | Reduce 5.57% | 325,600 | $173.75 |
| Q4 2017 | +5,700 | Add 1.68% | 344,800 | $152.60 |
| Q3 2017 | +4,900 | Add 1.47% | 339,100 | $147.55 |
| Q2 2017 | +10,700 | Add 3.31% | 334,200 | $129.65 |
| Q1 2017 | -2,100 | Reduce 0.64% | 323,500 | $116.40 |
| Q4 2016 | -1,010 | Reduce 0.31% | 325,600 | $99.85 |
| Q3 2016 | -2,190 | Reduce 0.67% | 326,610 | $99.05 |
| Q2 2016 | +109,400 | Add 49.86% | 328,800 | $93.70 |
| Q1 2016 | -11,600 | Reduce 5.02% | 219,400 | $93.46 |
| Q4 2015 | +63,500 | Add 37.91% | 231,000 | $83.31 |
| Q3 2015 | +43,479 | Add 35.06% | 167,500 | $68.09 |
| Q2 2015 | +36,221 | Add 41.25% | 124,021 | $75.44 |
| Q1 2015 | +5,241 | Add 6.35% | 87,800 | $75.06 |
| Q4 2014 | -21,641 | Reduce 20.77% | 82,559 | $79.26 |
| Q3 2014 | +48,400 | Add 86.74% | 104,200 | $68.00 |
| Q2 2014 | +37,784 | Add 209.72% | 55,800 | $85.30 |
| Q1 2014 | +5,134 | Add 39.85% | 18,016 | $78.43 |
| Q4 2013 | +2,182 | Add 20.39% | 12,882 | $68.70 |
| Q3 2013 | +10,700 | New Buy | 10,700 | $56.92 |
Renaissance Technologies (RenTech)'s Cavco Industries Investment FAQs
Renaissance Technologies (RenTech) first purchased Cavco Industries, Inc. (CVCO) in Q3 2013, acquiring 10,700 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Renaissance Technologies (RenTech) has held Cavco Industries, Inc. (CVCO) for 50 quarters since Q3 2013.
Renaissance Technologies (RenTech)'s largest addition to Cavco Industries, Inc. (CVCO) was in Q2 2016, adding 328,800 shares worth $30.81 M.
According to the latest 13F filing for Q4 2025, Renaissance Technologies (RenTech)'s firm, Renaissance Technologies LLC (Rentech), owns 11,969 shares of Cavco Industries, Inc. (CVCO), valued at approximately $7.07 M.
As of the Q4 2025 filing, Cavco Industries, Inc. (CVCO) represents approximately 0.01% of Renaissance Technologies (RenTech)'s publicly disclosed stock portfolio, making it one of their key holdings.
Renaissance Technologies (RenTech)'s peak holding in Cavco Industries, Inc. (CVCO) was 346,214 shares, as reported at the end of Q4 2018.