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 Q2 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $175.85 M.
Top institutional holders include Steven Cohen and Mario Gabelli.
Institutional sentiment is currently Bullish. This is evidenced by a $14.43 M net inflow during the quarter.
Recent activity highlights Stanley Druckenmiller who opened a new position. Conversely, Mario Gabelli reduced exposure by 3.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Cavco Industries, Inc. (CVCO)
Major holders include Steven Cohen ($67.29 M), Mario Gabelli ($49.05 M), Renaissance Technologies (RenTech) ($25.91 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 293,865 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $14.43 M, with 4 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 3 fully exited CVCO. The total reported sell value was $21.66 M.
Yes, 1 managers opened new positions in CVCO, and 3 increased their existing holdings. The total reported buy value was $36.09 M.