CVCO · Insider trading · 13F holders · Congress trades
Cavco Industries, Inc. (CVCO)
Who is buying and selling CVCO: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 26
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $220K
- Congress trades, 12 months
- 0
CVCO at a glance
- Between Aug 1, 2026 and Oct 29, 2026, 2 CVCO insiders filed 2 sales worth $220K on SEC Form 4, and no open-market purchases; 1 of the sales were pre-planned under Rule 10b5-1.
- 26 13F filers hold CVCO among their 50 largest positions, worth $595.2M combined, including Stanley Druckenmiller. The biggest bets by portfolio weight are First Sabrepoint Capital Management LP (4.9%), Robotti Robert (3.2%) and Pillsbury Lake Capital LLC (3.2%). In their latest 13Fs, 1 manager opened a new position and 3 added to one.
- No member of Congress has disclosed a trade in CVCO.
- CVCO last closed at $547.25 on Oct 29, 2026.
CVCO insider trading
Between Aug 1, 2026 and Oct 29, 2026, 2 CVCO insiders filed 2 sales worth $220K on SEC Form 4, and no open-market purchases; 1 of the sales were pre-planned under Rule 10b5-1.
| Filed | Insider | Role | Trade | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|---|
| Aug 19, 2026 | Bigbee Paul | Chief Accounting Officer | Sale | 342 | $592.00 | $202K | SEC |
| Aug 3, 2026 | Daniels Lisa Lynn | Director | Sale10b5-1 | 30 | $569.96 | $17K | SEC |
Who owns CVCO? Hedge funds and superinvestors
26 13F filers hold CVCO among their 50 largest positions, worth $595.2M combined, including Stanley Druckenmiller. The biggest bets by portfolio weight are First Sabrepoint Capital Management LP (4.9%), Robotti Robert (3.2%) and Pillsbury Lake Capital LLC (3.2%). In their latest 13Fs, 1 manager opened a new position and 3 added to one.
Superinvestors holding CVCO: Stanley Druckenmiller 0.6%
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Fiduciary Management Inc /wi/Wealth manager | 2.2% | $153.7M | 250,135 | -6.5% shares | Q2 2026 |
| Boston Trust Walden CorpMutual fund manager | 0.7% | $95.7M | 155,713 | — | Q2 2026 |
| GW&K Investment Management, LLCWealth manager | 0.7% | $94.3M | 153,439 | -6.0% shares | Q2 2026 |
| Neumeier Poma Investment Counsel LLCInstitutional asset manager | 2.9% | $42.8M | 69,707 | +28.9% shares | Q2 2026 |
| Punch & Associates Investment Management, Inc.Wealth manager | 1.6% | $33.1M | 53,930 | +5.8% shares | Q2 2026 |
| Stanley DruckenmillerFamily office | 0.6% | $24.3M | 39,500 | — | Q2 2026 |
| Robotti RobertInvestment manager | 3.2% | $19.9M | 32,396 | +0.0% shares | Q2 2026 |
| Broad Bay Capital Management, LPInstitutional asset manager | 1.4% | $14.7M | 23,853 | -76.2% shares | Q2 2026 |
| Tributary Capital Management, LLCMutual fund manager | 1.2% | $13.3M | 23,665 | — | Q3 2026 |
| Pillsbury Lake Capital LLCHedge fund | 3.2% | $11.5M | 18,772 | +19.0% shares | Q2 2026 |
| First Sabrepoint Capital Management LPHedge fund | 4.9% | $11.4M | 18,500 | -44.0% shares | Q2 2026 |
| Intrinsic Edge Capital Management LLCHedge fund | 1.1% | $9.2M | 15,000 | — | Q2 2026 |
| Pier Capital, LLCAsset manager | 1.1% | $8.6M | 14,075 | +1.7% shares | Q2 2026 |
| SG Capital Management LLCHedge fund | 0.8% | $8.5M | 13,903 | — | Q2 2026 |
| Ashford Capital Management IncAsset manager | 0.9% | $8.4M | 13,730 | -52.5% shares | Q2 2026 |
| Aviance Capital Partners, LLCWealth manager | 0.8% | $8.3M | 14,845 | +0.9% shares | Q3 2026 |
| Ballast Asset Management, LPMutual fund manager | 2.9% | $7.4M | 11,995 | -1.0% shares | Q2 2026 |
| Westbourne Investment Advisors, Inc.Wealth manager | 1.9% | $7.4M | 13,127 | +0.2% shares | Q3 2026 |
| Brasada Capital Management, LPWealth manager | 1.0% | $5.5M | 8,885 | — | Q2 2026 |
| Philadelphia Financial Management of San Francisco, LLCHedge fund | 1.5% | $5.4M | 8,810 | -44.4% shares | Q2 2026 |
| Watchman Group, Inc.Wealth manager | 1.0% | $4.4M | 7,771 | -0.2% shares | Q3 2026 |
| Crown Advisors Management, Inc.Hedge fund | 1.7% | $3.1M | 5,000 | +0.0% shares | Q2 2026 |
| Cascade Investment Advisors, Inc.Wealth manager | 1.0% | $1.8M | 2,875 | — | Q2 2026 |
| Blue Door Asset Management, LLCHedge fund | 0.7% | $1.3M | 2,160 | New | Q2 2026 |
| South Shore Capital AdvisorsWealth manager | 0.7% | $951K | 1,698 | -1.0% shares | Q3 2026 |
| Arbor Wealth Management LLC\AZWealth manager | 0.4% | $422K | 753 | +0.0% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 6, Q2 2026: 20). Screen CVCO in the grand portfolio →
CVCO stock trades by members of Congress
No member of Congress has disclosed a trade in CVCO.
CVCO questions and answers
Are insiders buying CVCO stock?
Between Aug 1, 2026 and Oct 29, 2026, 2 CVCO insiders filed 2 sales worth $220K on SEC Form 4, and no open-market purchases; 1 of the sales were pre-planned under Rule 10b5-1.
Which hedge funds own CVCO?
26 13F filers hold CVCO among their 50 largest positions, worth $595.2M combined, including Stanley Druckenmiller. The biggest bets by portfolio weight are First Sabrepoint Capital Management LP (4.9%), Robotti Robert (3.2%) and Pillsbury Lake Capital LLC (3.2%). In their latest 13Fs, 1 manager opened a new position and 3 added to one.
Has Congress traded CVCO?
No member of Congress has disclosed a trade in CVCO.
Who is the largest holder of CVCO?
Among 13F filers, Fiduciary Management Inc /wi/ reports the largest CVCO position, $153.7M (250,135 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is First Sabrepoint Capital Management LP's: 4.9% of its portfolio.
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