CVCONasdaqMobile HomesFiscal year ends March 28
CAVCO INDUSTRIES, INC.
Financials through Q1 FY2027, quarter ended Jun 27, 2026Last filing: 10-Q on Jul 31, 2026
$510.97−10.99 (-2.11%)
Close on Oct 19, 2026
- Market cap
- $3.98B
- P/E (TTM)
- 22.2
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
8M of 8M shares
Institutional holders
359
56 new, 36 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
5 buys · 9 sales
Net sold $1.76M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Capital World Investors | 528,190 | 6.90% | 13G (passive) amendment | Jun 30, 2026 |
| Abigail P. Johnson | 506,703 | 6.30% | 13G (passive) | Jun 30, 2025 |
| Vanguard Capital Management | 407,589 | 5.25% | 13G (passive) | Mar 31, 2026 |
| State Street Corporation | 401,905 | 5.20% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 1,286,383 | 15.50% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CVCO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,248,595 | 16.24% | $767.11M | +50,279 | 0.01% |
| Capital World Investors | 528,190 | 6.87% | $324.51M | −88,389 | 0.04% |
| State Street Corp | 419,204 | 5.45% | $257.55M | +17,299 | 0.01% |
| Vanguard Capital Management LLC | 347,619 | 4.52% | $213.57M | −504 | 0.00% |
| Vanguard Portfolio Management LLC | 331,162 | 4.31% | $203.46M | +13,440 | 0.01% |
| Boston Partners | 325,596 | 4.23% | $199.57M | +25,936 | 0.18% |
| Geode Capital Management, LLC | 259,180 | 3.37% | $159.26M | +18,507 | 0.01% |
| Fiduciary Management Inc /Wi/ | 250,135 | 3.25% | $153.68M | −17,379 | 2.19% |
| Dimensional Fund Advisors LP | 203,458 | 2.65% | $125.00M | +2,506 | 0.02% |
| Ameriprise Financial Inc | 180,511 | 2.35% | $110.90M | +40,663 | 0.02% |
| Boston Trust Walden Corp | 155,713 | 2.03% | $95.67M | +15,930 | 0.73% |
| GW&K Investment Management, LLC | 153,439 | 2.00% | $94.27K | −9,845 | 0.74% |
| Invesco Ltd. | 149,655 | 1.95% | $91.95M | −32,130 | 0.01% |
| Schroder Investment Management Group | 130,350 | 1.70% | $80.01M | +269 | 0.06% |
| Point72 Asset Management, L.P. | 109,528 | 1.42% | $67.29M | +6,813 | 0.07% |
| FMR LLC | 109,289 | 1.42% | $67.15M | −58,092 | 0.00% |
| Charles Schwab Investment Management Inc | 108,389 | 1.41% | $66.59M | +3,663 | 0.01% |
| Victory Capital Management Inc | 105,872 | 1.38% | $65.05M | +26,629 | 0.04% |
| Northern Trust Corp | 86,937 | 1.13% | $53.41M | +5,273 | 0.01% |
| Price T Rowe Associates Inc /Md/ | 86,552 | 1.13% | $53.18K | −6,069 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 359 | 8M | 100.0% | 56 / 140 | 115 / 36 | 1M | 1M |
| Q1 2026 | 345 | 8M | 100.0% | 57 / 138 | 110 / 60 | 2M | 1M |
| Q4 2025 | 353 | 8M | 100.0% | 63 / 109 | 128 / 27 | 1M | 1M |
| Q3 2025 | 325 | 8M | 100.0% | 53 / 98 | 124 / 40 | 1M | 1M |
| Q2 2025 | 314 | 8M | 98.8% | 40 / 105 | 136 / 56 | 1M | 1M |
| Q1 2025 | 334 | 8M | 99.9% | 55 / 109 | 117 / 17 | 1M | 1M |
| Q4 2024 | 298 | 8M | 99.9% | 35 / 107 | 107 / 27 | 1M | 1M |
| Q3 2024 | 292 | 8M | 100.0% | 48 / 99 | 104 / 26 | 2M | 1M |
| Q2 2024 | 271 | 8M | 100.0% | 39 / 92 | 98 / 29 | 0M | 1M |
| Q1 2024 | 263 | 8M | 100.0% | 34 / 75 | 117 / 28 | 1M | 0M |
| Q4 2023 | 258 | 8M | 100.0% | 40 / 67 | 111 / 30 | 0M | 1M |
| Q3 2023 | 253 | 8M | 100.0% | 37 / 78 | 102 / 33 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CVCO | Value | % of fund | As of |
|---|---|---|---|---|---|
| SMALLCAP World Fund Inc | 557,074 | 7.24% | $342.26M | 0.36% | Jun 30, 2026 |
| iShares Core S&P Small-Cap ETF | 467,572 | 6.08% | $287.27M | 0.26% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 244,336 | 3.18% | $150.12M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 203,804 | 2.65% | $125.21M | 0.15% | Jun 30, 2026 |
| Disciplined Value Mid Cap Fund | 172,835 | 2.25% | $106.19M | 0.46% | Jun 30, 2026 |
| FMI Common Stock Fund | 130,000 | 1.69% | $79.87M | 4.20% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 89,019 | 1.16% | $54.69M | 0.06% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 88,079 | 1.15% | $54.11M | 0.03% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 85,922 | 1.12% | $47.00M | 0.14% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Homebuilders ETF | 85,629 | 1.11% | $52.61M | 3.23% | Jun 30, 2026 |
| Columbia Acorn Fund | 83,379 | 1.08% | $51.23M | 1.85% | Jun 30, 2026 |
| Victory Sycamore Small Company Opportunity Fund | 79,000 | 1.03% | $48.54M | 1.03% | Jun 30, 2026 |
| iShares U.S. Home Construction ETF | 74,987 | 0.98% | $46.07M | 1.77% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 72,606 | 0.94% | $44.61M | 0.29% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 71,048 | 0.92% | $43.65M | 0.26% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| William C. Boor | President & CEO, Director | 68,743 | 0.89% | Aug 3, 2026 |
| Paul Bigbee | Chief Accounting Officer | 736 | 0.01% | Aug 19, 2026 |
| Allison Aden | EVP, CFO & Treasurer | 9,147 | 0.12% | Jun 26, 2026 |
| Matthew A. Nino | President, Retail | 2,560 | 0.03% | May 27, 2026 |
| Jack S. Brandom | President, Financial Services | 1,354 | 0.02% | May 27, 2026 |
| Seth G. Schuknecht | EVP, General Counsel | 1,865 | 0.02% | May 27, 2026 |
| Brian R. Cira | President,Manufactured Housing | 4,290 | 0.06% | May 27, 2026 |
| Regan Fackrell | President, Standard Casualty | 238 | 0.00% | May 22, 2026 |
| Richard A. Kerley | Director | 6,684 | 0.09% | Aug 11, 2026 |
| Lisa Lynn Daniels | Director | 297 | 0.00% | Aug 3, 2026 |
| David A. Greenblatt | Director | 16,301 | 0.21% | Jul 29, 2026 |
| Steven G. Bunger | Director | 7,269 | 0.09% | Jul 29, 2026 |
| Susan L. Blount | Director | 3,351 | 0.04% | Jul 29, 2026 |
| Julia Sze | Director | 3,251 | 0.04% | Jul 29, 2026 |
| Steven W. Moster | Director | 3,201 | 0.04% | Jul 29, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Paul Bigbee Chief Accounting Officer | Aug 18, 2026 | Sale | −342 | $592.00 | $202.46K | 736 |
| Richard A. Kerley Director | Aug 11, 2026 | Gift | −290 | – | – | 225 |
| Richard A. Kerley Director | Aug 11, 2026 | Gift | +290 | – | – | 6,459 |
| William C. Boor President & CEO, Director | Jul 30, 2026 | Tax withholding | −128 | $562.40 | $71.99K | 68,363 |
| Lisa Lynn Daniels Director | Jul 30, 2026 | Sale(10b5-1 plan) | −30 | $569.96 | $17.10K | 297 |
| David A. Greenblatt Director | Jul 27, 2026 | Award | +225 | – | – | 15,801 |
| Lisa Lynn Daniels Director | Jul 27, 2026 | Award | +225 | – | – | 327 |
| Steven W. Moster Director | Jul 27, 2026 | Award | +225 | – | – | 3,201 |
| Julia Sze Director | Jul 27, 2026 | Award | +225 | – | – | 3,251 |
| Steven G. Bunger Director | Jul 27, 2026 | Award | +311 | – | – | 7,269 |
| Richard A. Kerley Director | Jul 27, 2026 | Award | +225 | – | – | 515 |
| Susan L. Blount Director | Jul 27, 2026 | Award | +225 | – | – | 3,351 |
| Allison Aden EVP, CFO & Treasurer | Jun 25, 2026 | Sale(10b5-1 plan) | −1,473 | $625.00 | $920.63K | 9,147 |
| Paul Bigbee Chief Accounting Officer | Jun 12, 2026 | Tax withholding | −27 | $592.76 | $16.00K | 1,078 |
| Allison Aden EVP, CFO & Treasurer | Jun 12, 2026 | Sale(10b5-1 plan) | −1,208 | $600.00 | $724.80K | 10,647 |
| Allison Aden EVP, CFO & Treasurer | Jun 12, 2026 | Tax withholding | −27 | $592.76 | $16.00K | 10,620 |
| Richard A. Kerley Director | Jun 9, 2026 | Sale | −500 | $588.76 | $294.38K | 6,169 |
| William C. Boor President & CEO, Director | May 28, 2026 | Option exercise | +13,100 | $158.36 | $2.07M | 75,300 |
| William C. Boor President & CEO, Director | May 28, 2026 | Tax withholding | −6,809 | $546.24 | $3.72M | 68,491 |
| Paul Bigbee Chief Accounting Officer | May 28, 2026 | Sale | −200 | $537.75 | $107.55K | 1,105 |
| Brian R. Cira President,Manufactured Housing | May 22, 2026 | Sale | −31 | $509.17 | $15.78K | 4,290 |
| Seth G. Schuknecht EVP, General Counsel | May 22, 2026 | Tax withholding | −63 | $509.17 | $32.08K | 1,865 |
| Jack S. Brandom President, Financial Services | May 22, 2026 | Tax withholding | −11 | $509.17 | $5.60K | 1,354 |
| Matthew A. Nino President, Retail | May 22, 2026 | Tax withholding | −29 | $509.17 | $14.77K | 2,560 |
| Allison Aden EVP, CFO & Treasurer | May 22, 2026 | Tax withholding | −22 | $509.17 | $11.20K | 11,855 |
| Paul Bigbee Chief Accounting Officer | May 22, 2026 | Tax withholding | −31 | $509.17 | $15.78K | 1,305 |
| William C. Boor President & CEO, Director | May 22, 2026 | Tax withholding | −577 | $509.17 | $293.79K | 62,200 |
| Allison Aden EVP, CFO & Treasurer | May 20, 2026 | Tax withholding | −89 | $495.11 | $44.06K | 11,877 |
| Jack S. Brandom President, Financial Services | May 20, 2026 | Tax withholding | −12 | $495.11 | $5.94K | 1,365 |
| Matthew A. Nino President, Retail | May 20, 2026 | Tax withholding | −19 | $495.11 | $9.41K | 2,589 |
| Regan Fackrell President, Standard Casualty | May 20, 2026 | Tax withholding | −10 | $495.11 | $4.95K | 238 |
| Seth G. Schuknecht EVP, General Counsel | May 20, 2026 | Tax withholding | −54 | $495.11 | $26.74K | 1,928 |
| Brian R. Cira President,Manufactured Housing | May 20, 2026 | Tax withholding | −26 | $495.11 | $12.87K | 4,321 |
| William C. Boor President & CEO, Director | May 20, 2026 | Tax withholding | −516 | $495.11 | $255.48K | 62,777 |
| Paul Bigbee Chief Accounting Officer | May 20, 2026 | Tax withholding | −25 | $495.11 | $12.38K | 1,336 |
| Jack S. Brandom President, Financial Services | May 18, 2026 | Award | +132 | – | – | 1,377 |
| Brian R. Cira President,Manufactured Housing | May 18, 2026 | Award | +308 | – | – | 3,345 |
| Brian R. Cira President,Manufactured Housing | May 18, 2026 | Award | +1,370 | $458.11 | $627.61K | 4,715 |
| Brian R. Cira President,Manufactured Housing | May 18, 2026 | Tax withholding | −368 | $458.11 | $168.58K | 4,347 |
| Seth G. Schuknecht EVP, General Counsel | May 18, 2026 | Tax withholding | −341 | $458.11 | $156.22K | 1,982 |
| Seth G. Schuknecht EVP, General Counsel | May 18, 2026 | Award | +814 | $458.11 | $372.90K | 2,323 |
| Seth G. Schuknecht EVP, General Counsel | May 18, 2026 | Award | +461 | – | – | 1,509 |
| William C. Boor President & CEO, Director | May 18, 2026 | Award | +10,963 | $458.11 | $5.02M | 67,994 |
| William C. Boor President & CEO, Director | May 18, 2026 | Award | +4,350 | – | – | 57,031 |
| William C. Boor President & CEO, Director | May 18, 2026 | Tax withholding | −4,701 | $458.11 | $2.15M | 63,293 |
| Allison Aden EVP, CFO & Treasurer | May 18, 2026 | Tax withholding | −1,894 | $458.11 | $867.66K | 11,966 |
| Allison Aden EVP, CFO & Treasurer | May 18, 2026 | Award | +1,141 | – | – | 9,947 |
| Allison Aden EVP, CFO & Treasurer | May 18, 2026 | Award | +3,913 | $458.11 | $1.79M | 13,860 |
| Matthew A. Nino President, Retail | May 18, 2026 | Award | +264 | – | – | 1,871 |
| Matthew A. Nino President, Retail | May 18, 2026 | Tax withholding | −242 | $458.11 | $110.86K | 2,608 |
| Matthew A. Nino President, Retail | May 18, 2026 | Award | +979 | $458.11 | $448.49K | 2,850 |
| Paul Bigbee Chief Accounting Officer | May 18, 2026 | Award | +185 | – | – | 914 |
| Paul Bigbee Chief Accounting Officer | May 18, 2026 | Tax withholding | −336 | $458.11 | $153.92K | 1,361 |
| Paul Bigbee Chief Accounting Officer | May 18, 2026 | Award | +783 | $458.11 | $358.70K | 1,697 |
| Regan Fackrell President, Standard Casualty | May 18, 2026 | Award | +132 | – | – | 248 |
| Brian R. Cira President,Manufactured Housing | May 15, 2026 | Tax withholding | −44 | $455.76 | $20.05K | 3,037 |
| William C. Boor President & CEO, Director | May 15, 2026 | Tax withholding | −554 | $455.76 | $252.49K | 52,681 |
| Allison Aden EVP, CFO & Treasurer | May 15, 2026 | Sale | −129 | $455.76 | $58.79K | 8,806 |
| Matthew A. Nino President, Retail | May 15, 2026 | Tax withholding | −29 | $455.76 | $13.22K | 1,607 |
| Paul Bigbee Chief Accounting Officer | May 15, 2026 | Tax withholding | −45 | $455.76 | $20.51K | 729 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Paul Bigbee Officer | Aug 17, 2026 | 342 | $207.60K | Aug 17, 2026 | Stock Award |
| Daniels Lisa Director | Jul 30, 2026 | 30 | $16.96K | Jul 30, 2026 | Restricted Stock Units |
| Aden Allison Officer | Jun 25, 2026 | 1,473 | $900.89K | Jun 25, 2026 | Restricted Stock Units |
| Paul Bigbee Officer | Jun 15, 2026 | 200 | $107.55K | Jun 15, 2026 | Stock Award |
| K. Aden Allison Officer | Jun 12, 2026 | 1,208 | $723.53K | Jun 12, 2026 | Restricted Stock Units |
| Richard A. Kerley Director | Jun 8, 2026 | 500 | $281.05K | Jun 8, 2026 | Stock Option Exercise |
| Richard A. Kerley Director | Nov 7, 2025 | 500 | $283.42K | Nov 7, 2025 | Restricted Stock Grant |
| Schuknecht Seth Officer | Sep 4, 2025 | 145 | $77.37K | Sep 4, 2025 | Restricted Stock Units |
| Cira Brian Officer | Aug 25, 2025 | 1,000 | $522.00K | Aug 25, 2025 | Stock Option Exercise |
| Blount Susan Director | Aug 22, 2025 | 2,500 | $1.30M | Aug 22, 2025 | Stock Option Exercise |
| Richard A. Kerley Director | Aug 20, 2025 | 500 | $242.53K | Aug 20, 2025 | Vested RSAs |
| Blount Susan Director | Aug 14, 2025 | 2,000 | $966.95K | Aug 14, 2025 | Stock Option Exercise |
| Alan Greenblatt David Officer | Mar 5, 2025 | 4,000 | $2.08M | Mar 5, 2025 | Exercise of Stock Options |
| S. Brandom Jack Officer | Feb 7, 2025 | 1,000 | $538.00K | Feb 7, 2025 | Stock Option Exercise |
| Nino Matthew Officer | Feb 5, 2025 | 894 | $472.95K | Feb 5, 2025 | Restricted Stock |