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CVCO Cavco Industries Inc.

Consumer Discretionary, filed as CAVCO INDS INC DEL (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

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

In 2026 Q2 Stanley Druckenmiller opened a position in Cavco Industries.

Who owns this now

Largest portfolio weights among holders, up to 0.5% (Stanley Druckenmiller, Duquesne Family Office). Not free-float ownership.

  1. Stanley Druckenmiller New 0.47%

Who owns CVCO

Sorted by value, long equity only, as of 2026 Q2.

History
Stanley Druckenmiller, Duquesne Family Office 0.47% New 0.47% 39,500 $24M History

1 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by CVCO's executives, directors and 10% owners in the last 12 months, from their Form 4s

All CVCO insider trades
  • $867K bought by 3 insiders
  • $963K sold by 4 insiders outside a trading plan
  • $1.6M sold by 1 insider under 10b5-1 plans
  1. Paul Bigbee Chief Accounting Officer
    Sale
    $202K 342 shares at $592.00 32% of stake
    Traded Aug 18 Filed Aug 19
    ↗
  2. Allison Aden CFO
    Planned sale
    $921K 1,473 shares at $625.00 14% of stake
    Traded Jun 25 Filed Jun 26
    ↗
  3. Allison Aden CFO
    Planned sale
    $725K 1,208 shares at $600.00 10% of stake
    Traded Jun 12 Filed Jun 15
    ↗
  4. Richard A Kerley Director
    Sale
    $294K 500 shares at $588.76 7.5% of stake
    Traded Jun 9 Filed Jun 11
    ↗
  5. Paul Bigbee Chief Accounting Officer
    Sale
    $108K 200 shares at $537.75 15% of stake
    Traded May 28 Filed Jun 1
    ↗
  6. Brian R Cira President,Manufactured Housing
    Sale
    $16K 31 shares at $509.17 0.7% of stake
    Traded May 22 Filed May 27
    ↗
  7. Allison Aden CFO
    Sale
    $59K 129 shares at $455.76 1.4% of stake
    Traded May 15 Filed May 19
    ↗
  8. David A. Greenblatt Director
    Buy
    $235K 500 shares at $469.45 +3.2% to stake
    Traded Feb 3–4 Filed Feb 5
    ↗
  9. William C Boor CEO
    Buy
    $495K 1,000 shares at $495.00 +2.1% to stake
    Traded Feb 4 Filed Feb 5
    ↗
  10. Steven W Moster Director
    Buy
    $137K 300 shares at $456.23 +11% to stake
    Traded Feb 2 Filed Feb 4
    ↗
  11. Richard A Kerley Director
    Sale
    $284K 500 shares at $568.99 7% of stake
    Traded Nov 7, 2025 Filed Nov 12, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 32 share withholdings for taxes, 21 stock grants, 2 gifts, 2 option exercises, and 1 sale to cover taxes.

SEC filings

Recent issuer filings from EDGAR, 8 shown.

Filed Form Detail Links
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.07,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
10-K Filing Doc

Source: SEC EDGAR submissions, updated about 16 hours ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.