Follow-The-Filings

Security · featured owners

CVCO Cavco Inds Inc. Del

Consumer Discretionary COM Equity as of 2026 Q2 among managers we track

  • 1 Owner
  • Max 0.5%
  • $24M
  • 1 new

CVCO (Cavco Inds Inc. Del) is held in 1 featured 13F book as of 2026 Q2. Stanley Druckenmiller - Duquesne Family Office is the largest tracked holder by portfolio weight (0.47%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 0.5% (Stanley Druckenmiller - Duquesne Family Office) · not free-float ownership

  1. Stanley Druckenmiller new 0.47%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Stanley Druckenmiller - Duquesne Family Office 2026 Q2 0.47% New 0.47% 39,500 $24M history

SEC filings

Recent issuer filings from EDGAR · 6 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 5.07,9.01
10-Q
8-K 2.02,9.01
DEFA14A
8-K 2.02,8.01,9.01
10-K

Insider forms

Form 3 / 4 / 5 from EDGAR · 10 rows shown

Filed Form Detail Links
4 Period Aug 18, 2026
4 Period Aug 11, 2026
4 Period Jul 30, 2026 · 2 forms
4 Period Jul 27, 2026 · 7 forms
4 Period Jun 25, 2026
4 Period Jun 12, 2026 · 2 forms
4 Period Jun 9, 2026
4 Period May 28, 2026 · 2 forms
4 Period May 22, 2026 · 7 forms
4 Period May 20, 2026

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $1.79B $2.02B $2.24B
Gross profit $554.93M $426.9M $465.59M $526.89M
Gross margin * 23.8% 23.1% 23.5%
Net income $240.55M $157.82M $171.04M $190.55M
Net margin * 8.8% 8.5% 8.5%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $804.58M $851.8M $910.19M $824.73M
Total non-current assets * $503.4M $502.36M $496.46M $666.41M
Total assets $1.31B $1.35B $1.41B $1.49B
Total current liabilities $293.39M $273.27M $303.17M $335.4M
Total non-current liabilities * $38.9M $52.56M
Total equity $0.976B $1.03B $1.06B $1.1B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $255.69M $224.68M $178.5M $267.49M
Cash from investing -$129.34M -$31.71M -$23.96M -$222.44M
Cash from financing -$102.2M -$107.71M -$147.95M -$162.79M
Net change in cash $24.16M $85.26M $6.59M -$117.73M

ownership over time

filing count by report period · click a bar for that quarter’s holders