Janus Henderson Group
CVCO icon

Janus Henderson Group’s Cavco Industries CVCO Stock Holding History

Janus Henderson Group’s Portfolio CVCO Stock Details CVCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33.3M Sell
68,741
-85
-0.1% -$48.3K 0.02% 489
2025
Q4 		$40.7M Sell
68,826
-2,808
-4% -$1.59M 0.02% 450
2025
Q3 		$41.6M Sell
71,634
-975
-1% -$477K 0.02% 450
2025
Q2 		$31.5M Sell
72,609
-15,185
-17% -$7.11M 0.02% 482
2025
Q1 		$45.1M Buy
87,794
+15,260
+21% +$7.67M 0.02% 404
2024
Q4 		$32.4M Buy
72,534
+66,120
+1,031% +$30.4M 0.02% 484
2024
Q3 		$2.75M Sell
6,414
-651
-9% -$257K ﹤0.01% 1152
2024
Q2 		$2.44M Buy
7,065
+763
+12% +$278K ﹤0.01% 1159
2024
Q1 		$2.51M Buy
6,302
+190
+3% +$67.3K ﹤0.01% 1184
2023
Q4 		$2.12M Buy
6,112
+235
+4% +$67K ﹤0.01% 1224
2023
Q3 		$1.56M Buy
5,877
+330
+6% +$92.5K ﹤0.01% 1315
2023
Q2 		$1.64M Buy
5,547
+643
+13% +$185K ﹤0.01% 1345
2023
Q1 		$1.56M Buy
4,904
+1,367
+39% +$378K ﹤0.01% 1399
2022
Q4 		$800K Buy
+3,537
New +$786K ﹤0.01% 1479
2022
Q3 		– Sell
-3,737
Closed -$733K – 2270
2022
Q2 		$733K Sell
3,737
-119
-3% -$26.5K ﹤0.01% 1527
2022
Q1 		$928K Sell
3,856
-500
-11% -$138K ﹤0.01% 1555
2021
Q4 		$1.38M Buy
4,356
+1,033
+31% +$288K ﹤0.01% 1386
2021
Q3 		$787K Buy
3,323
+783
+31% +$188K ﹤0.01% 1431
2021
Q2 		$564K Sell
2,540
-1,025
-29% -$223K ﹤0.01% 1412
2021
Q1 		$804K Buy
3,565
+1,304
+58% +$272K ﹤0.01% 1290
2020
Q4 		$397K Buy
2,261
+666
+42% +$124K ﹤0.01% 1296
2020
Q3 		$288K Buy
1,595
+101
+7% +$19.3K ﹤0.01% 1271
2020
Q2 		$288K Sell
1,494
-87
-6% -$14.3K ﹤0.01% 1257
2020
Q1 		$229K Buy
1,581
+137
+9% +$26.9K ﹤0.01% 1251
2019
Q4 		$282K Buy
1,444
+135
+10% +$26.5K ﹤0.01% 1352
2019
Q3 		$251K Buy
+1,309
New +$232K ﹤0.01% 1359
2018
Q4 		– Sell
-1,118
Closed -$283K – 1357
2018
Q3 		$283K Buy
+1,118
New +$259K ﹤0.01% 1389

Other funds holding CVCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Janus Henderson Group's CVCO Position: Q1 2026 in Review

Janus Henderson Group reduced its Cavco Industries (CVCO) stake by 0.12% in Q1 2026, selling an estimated $48.3K and leaving 68,741 shares worth $33.3M. The position accounts for 0.02% of the portfolio, ranked #489.

Janus Henderson Group first reported a position in CVCO in Q3 2018 and has held it in 27 quarters since. The position peaked at $45.1M in Q1 2025. 345 funds tracked by Wall St. Rank hold CVCO as of Q1 2026.

  • Janus Henderson Group held 68,741 shares of Cavco Industries worth $33.3M as of Q1 2026.
  • Janus Henderson Group sold 85 Cavco Industries shares in Q1 2026, an estimated $48.3K.
  • Cavco Industries made up 0.02% of Janus Henderson Group's portfolio in Q1 2026, its #489 holding.
  • Janus Henderson Group first reported a position in Cavco Industries in Q3 2018 and has held it in 27 quarters since.
  • Janus Henderson Group's Cavco Industries position peaked at $45.1M in Q1 2025.
  • 345 funds tracked by Wall St. Rank held Cavco Industries as of Q1 2026.

Based on Janus Henderson Group's 13F filing for Q1 2026, filed 15 May 2026.