CVCO · Industrials

Cavco Inds Inc Del

USA Industrials Filing: 2026-09-30

31/100

Smart-money confidence

Below average interest

No standout activity across the feeds we track.

Stocks scoring 25–45 beat the S&P 500 45.3% of the time over the next three months, since 2015. How we measured this →

hedge funds

hold it · 2 new, 4 added, 2 trimmed

Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s. · how the score works

Market cap

$5.0B

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 · 8

Duquesne Family Office (Druckenmiller) New position

Baillie Gifford & Co New position

Point72 (Steve Cohen) Increased +7%

Renaissance Technologies Increased +11%

D.E. Shaw & Co Increased +2461%

AQR Capital Management Increased +56%

+2 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 8 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.

Investors

New positions

Increasing

Decreasing

Unchanged

Price History

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Return: High: Low:

Who's Holding This Stock

Position sizes and recent activity from tracked institutional investors

Duquesne Family Office (Druckenmiller)

Trust weight: 1.6×

New position

% of portfolio

0.6%

Position change

NEW

0.6% of Duquesne Family Office's portfolio

Baillie Gifford & Co

Trust weight: 1.4×

New position

% of portfolio

0.1%

Position change

NEW

0.1% of Baillie Gifford & Co's portfolio

Point72 (Steve Cohen)

Trust weight: 1.1×

Increased +7%

% of portfolio

0.1%

Position change

+7%

0.1% of Point72's portfolio

Renaissance Technologies

Trust weight: 1.0×

Increased +11%

% of portfolio

0.0%

Position change

+11%

0.0% of Renaissance Technologies's portfolio

D.E. Shaw & Co

Trust weight: 1.0×

Increased +2461%

% of portfolio

0.0%

Position change

+2461%

0.0% of D.E. Shaw & Co's portfolio

AQR Capital Management

Trust weight: 1.0×

Increased +56%

% of portfolio

0.0%

Position change

+56%

0.0% of AQR Capital Management's portfolio

Millennium Management (Englander)

Trust weight: 1.0×

Decreased −26%

% of portfolio

0.0%

Position change

−26%

0.0% of Millennium Management's portfolio

Citadel Advisors

Trust weight: 1.0×

Decreased −53%

% of portfolio

0.0%

Position change

−53%

0.0% of Citadel Advisors'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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