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 Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $142.05 M.
Top institutional holders include Steven Cohen and Mario Gabelli.
Institutional sentiment is currently Bullish. This is evidenced by a $29.05 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 394.7%. Conversely, Chuck Royce reduced exposure by 34.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Cavco Industries, Inc. (CVCO)
Major holders include Steven Cohen ($49.74 M), Mario Gabelli ($40.23 M), Renaissance Technologies (RenTech) ($18.37 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 278,977 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $29.05 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 $8.04 M.
Yes, 0 managers opened new positions in CVCO, and 5 increased their existing holdings. The total reported buy value was $37.09 M.
