Follow-The-Filings

Security

CVCO

Cavco Inds Inc. Del · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

12 owners 1 new 1 exit max 0.1% (Steve Cohen - Point72 Ass...)

grid → activity →
owners 12
max % 0.1%
tracked value $573M
qoq N 1 A 6 R 3 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.1% Add +0.02 pp 102,715 $50M hist
Renaissance Technologies LLC 2026 Q1 0.0% Add +0.02 pp 37,929 $18M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 750,274 $443M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.01 pp 47,744 $23M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Add 0.00 pp 5,698 $3M hist
Ancora Advisors LLC 2026 Q1 0.0% Reduce -0.04 pp 1,271 $616 hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 25,185 $12M hist
Norges Bank 2025 Q4 stale 0.0% Exit 0.00 pp 17,622 $10M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 14,627 $7M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add 0.00 pp 6,840 $3M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% New 0.0% 4,440 $2M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% — 699 $339 hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) exited 2026 Q1 last 2025 Q4 0.1% Exit -0.06 pp 37,078 $22M hist

12 current · 1 exited last period · options excluded

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 $976.29M $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

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

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