Cavco Industries
CVCO
About: Cavco Industries Inc designs and produces factory-built homes under the Cavco Homes, Fleetwood Homes, and Palm Harbor Homes brands. It also produces modular homes, park model homes, and vacation cabins, as well as commercial structures, among others. The company operates principally in two segments: Factory-built housing, which includes wholesale and retail systems-built housing operations, and the Financial services segment, which includes manufactured housing consumer finance and insurance. Cavco receives a majority of its revenue from the Factory-built housing segment.
Employees: 7,000
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
0% more funds holding in top 10
Funds holding in top 10: 6 [Q1] → 6 (+0) [Q2]
1.94% less ownership
Funds ownership: 95.6% [Q1] → 93.66% (-1.94%) [Q2]
7% less funds holding
Funds holding: 333 [Q1] → 311 (-22) [Q2]
17% less capital invested
Capital invested by funds: $3.98B [Q1] → $3.29B (-$686M) [Q2]
25% less repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 137
30% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 56
69% less call options, than puts
Call options by funds: $3.74M | Put options by funds: $12.1M
Financial journalist opinion
