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CVCO · Consumer Cyclical

Cavco Inds Inc Del

USA Consumer Cyclical Filing: 2026-03-31
28/100
Smart-money confidence1 of 3 sources positive
Weak — few signals

No standout activity across the feeds we track.

Hedge funds
38
Congress
No data
Insiders
No data
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s.  ·  how the score works
Market cap
$4.7B
Industry
Residential Construction
Sector
Consumer Cyclical
Exchange
NasdaqGS
About CAVCO INDS INC DEL

Cavco Industries, Inc. designs, produces, and retails factory-built homes primarily in the United States. It operates in two segments: Factory-Built Housing and Financial Services. The company produces park model RVs; vacation cabins; and factory-built commercial structures, including apartment buildings, condominiums, hotels, workforce housing, schools, and housing for the United States military troops. It also produces various modular homes, which include single and multi-section ranch, split-level, and Cape Cod style homes, as well as two- and three-story homes, and multi-family units. In…

Who's behind the signal
Every informed buyer we can see on CVCO, across all three feeds.
Hedge funds · 7
Point72 (Steve Cohen) Increased +46%
AQR Capital Management Increased +395%
Citadel Advisors Decreased −39%
+1 more in the full breakdown below ↓
Congress · 0
No congressional trades on record.
Insiders
No significant Form 4 insider activity in the window.
Not a model pick — but on our radar. CAVCO INDS INC DEL isn't in the top-10 model right now, but 7 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
7
Investors
0
New positions
5
Increasing
1
Decreasing
1
Unchanged
Price History
Loading price data...
Return: High: Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.1×
Increased +46%
% of portfolio
0.1%
Position change
+46%
0.1% of Point72's portfolio
Trust weight: 1.2×
Increased +33%
% of portfolio
0.1%
Position change
+33%
0.1% of Tudor Investment's portfolio
Trust weight: 1.0×
Increased +801%
% of portfolio
0.0%
Position change
+801%
0.0% of Millennium Management's portfolio
Trust weight: 1.3×
Increased +40%
% of portfolio
0.0%
Position change
+40%
0.0% of Bridgewater Associates's portfolio
Trust weight: 1.0×
Increased +395%
% of portfolio
0.0%
Position change
+395%
0.0% of AQR Capital Management's portfolio
Trust weight: 1.0×
Decreased −39%
% of portfolio
0.0%
Position change
−39%
0.0% of Citadel Advisors's portfolio
Trust weight: 1.0×
Unchanged
% of portfolio
0.0%
Position change
0.0% of D.E. Shaw & Co's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to CAVCO INDS INC DEL
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell CAVCO INDS INC DEL or any security.

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