Mario Gabelli's CVCO Position Overview
Mario Gabelli (via Gamco Investors, Inc. Et Al) currently holds 91,876 shares of Cavco Industries, Inc. (CVCO) worth $54.27 M, representing 0.52% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Mario Gabelli has maintained a long-term strategic position in CVCO, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2016, adding 775 shares. Largest reduction occurred in Q2 2023, reducing 21,577 shares.
Analysis based on 13F filings available since 2013 Q2
Mario Gabelli's Cavco Industries (CVCO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Cavco Industries (CVCO) Trades by Mario Gabelli
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -5,652 | Reduce 5.80% | 91,876 | $590.74 |
| Q3 2025 | -1,855 | Reduce 1.87% | 97,528 | $580.73 |
| Q2 2025 | -2,637 | Reduce 2.58% | 99,383 | $434.43 |
| Q1 2025 | -14,132 | Reduce 12.17% | 102,020 | $519.63 |
| Q4 2024 | -13,285 | Reduce 10.26% | 116,152 | $446.23 |
| Q3 2024 | -11,530 | Reduce 8.18% | 129,437 | $428.24 |
| Q2 2024 | -7,100 | Reduce 4.80% | 140,967 | $346.17 |
| Q1 2024 | -17,410 | Reduce 10.52% | 148,067 | $399.06 |
| Q4 2023 | -15,880 | Reduce 8.76% | 165,477 | $346.62 |
| Q3 2023 | -8,170 | Reduce 4.31% | 181,357 | $265.66 |
| Q2 2023 | -21,577 | Reduce 10.22% | 189,527 | $295.00 |
| Q1 2023 | -8,966 | Reduce 4.07% | 211,104 | $317.74 |
| Q4 2022 | -965 | Reduce 0.44% | 220,070 | $226.25 |
| Q3 2022 | -3,860 | Reduce 1.72% | 221,035 | $205.76 |
| Q2 2022 | -760 | Reduce 0.34% | 224,895 | $195.99 |
| Q1 2022 | -5,500 | Reduce 2.38% | 225,655 | $240.85 |
| Q4 2021 | -6,045 | Reduce 2.55% | 231,155 | $317.65 |
| Q3 2021 | +290 | Add 0.12% | 237,200 | $236.74 |
| Q2 2021 | +150 | Add 0.06% | 236,910 | $222.19 |
| Q1 2021 | -8,345 | Reduce 3.40% | 236,760 | $225.61 |
| Q4 2020 | -455 | Reduce 0.19% | 245,105 | $175.45 |
| Q3 2020 | -4,890 | Reduce 1.95% | 245,560 | $180.31 |
| Q2 2020 | -14,935 | Reduce 5.63% | 250,450 | $192.85 |
| Q1 2020 | -5,911 | Reduce 2.18% | 265,385 | $144.94 |
| Q4 2019 | -2,989 | Reduce 1.09% | 271,296 | $195.38 |
| Q3 2019 | -7,895 | Reduce 2.80% | 274,285 | $192.09 |
| Q2 2019 | -18,825 | Reduce 6.25% | 282,180 | $157.54 |
| Q1 2019 | -405 | Reduce 0.13% | 301,005 | $117.53 |
| Q4 2018 | -2,395 | Reduce 0.79% | 301,410 | $130.38 |
| Q3 2018 | -8,675 | Reduce 2.78% | 303,805 | $253.00 |
| Q2 2018 | -12,150 | Reduce 3.74% | 312,480 | $207.65 |
| Q1 2018 | -15,200 | Reduce 4.47% | 324,630 | $173.75 |
| Q4 2017 | -2,650 | Reduce 0.77% | 339,830 | $152.60 |
| Q3 2017 | -8,675 | Reduce 2.47% | 342,480 | $147.55 |
| Q2 2017 | -15,450 | Reduce 4.21% | 351,155 | $129.65 |
| Q1 2017 | -20,600 | Reduce 5.32% | 366,605 | $116.40 |
| Q4 2016 | -2,150 | Reduce 0.55% | 387,205 | $99.85 |
| Q3 2016 | -10,951 | Reduce 2.74% | 389,355 | $99.05 |
| Q2 2016 | +775 | Add 0.19% | 400,306 | $93.70 |
| Q1 2016 | -6,900 | Reduce 1.70% | 399,531 | $93.46 |
| Q4 2015 | -2,250 | Reduce 0.55% | 406,431 | $83.31 |
| Q3 2015 | -2,800 | Reduce 0.68% | 408,681 | $68.09 |
| Q2 2015 | -13,700 | Reduce 3.22% | 411,481 | $75.44 |
| Q1 2015 | -13,075 | Reduce 2.98% | 425,181 | $75.06 |
| Q4 2014 | -9,494 | Reduce 2.12% | 438,256 | $79.27 |
| Q3 2014 | -445 | Reduce 0.10% | 447,750 | $68.00 |
| Q2 2014 | -7,600 | Reduce 1.67% | 448,195 | $85.30 |
| Q1 2014 | -10,500 | Reduce 2.25% | 455,795 | $78.45 |
| Q4 2013 | -3,060 | Reduce 0.65% | 466,295 | $68.70 |
| Q3 2013 | -7,806 | Reduce 1.64% | 469,355 | $56.95 |
| Q2 2013 | +477,161 | Add 0.00% | 477,161 | $50.45 |
Mario Gabelli's Cavco Industries Investment FAQs
Mario Gabelli first purchased Cavco Industries, Inc. (CVCO) in Q2 2013, acquiring 477,161 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mario Gabelli has held Cavco Industries, Inc. (CVCO) for 51 quarters since Q2 2013.
Mario Gabelli's largest addition to Cavco Industries, Inc. (CVCO) was in Q2 2013, adding 477,161 shares worth $24.07 M.
According to the latest 13F filing for Q4 2025, Mario Gabelli's firm, Gamco Investors, Inc. Et Al, owns 91,876 shares of Cavco Industries, Inc. (CVCO), valued at approximately $54.27 M.
As of the Q4 2025 filing, Cavco Industries, Inc. (CVCO) represents approximately 0.52% of Mario Gabelli's publicly disclosed stock portfolio, making it one of their key holdings.
Mario Gabelli's peak holding in Cavco Industries, Inc. (CVCO) was 477,161 shares, as reported at the end of Q2 2013.