Guru Ownership Trend
Guru Analysis for Cavco Industries, Inc. (CVCO)
Cavco Industries, Inc. (CVCO), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $105.08 M.
Top institutional holders include Mario Gabelli and Steven Cohen.
Institutional sentiment is currently Bullish. This is evidenced by a $12.62 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies (RenTech) who increased their stake by 191.9%. Conversely, Chuck Royce reduced exposure by 23.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Cavco Industries, Inc. (CVCO)
Major holders include Mario Gabelli ($54.27 M), Steven Cohen ($41.57 M), Chuck Royce ($13.29 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 218,991 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $12.62 M, with 5 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited CVCO. The total reported sell value was $7.41 M.
Yes, 1 managers opened new positions in CVCO, and 4 increased their existing holdings. The total reported buy value was $20.03 M.
