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Which hedge funds own CVCO? CAVCO INDS INC DEL, Q2 2026 13F holders

Consumer CyclicalResidential Construction

46 tracked hedge funds disclosed a position in CVCO (CAVCO INDS INC DEL) in their Q2 2026 13F filings, worth $361.1m in total. The largest holder by portfolio weight is First Sabrepoint Capital Management LP at 4.9% of its book. 14 opened a new position this quarter: Intrinsic Edge Capital Management LLC, Blue Door Asset Management, LLC, Duquesne Family Office LLC, EntryPoint Capital, LLC. 11 exited: Tensile Capital Management LP, Cannell Capital LLC, Lighthouse Investment Partners, LLC.

46
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
14
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
11
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$65.0m
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$86.1m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$361m
Combined value
Sum of the holders' reported positions in the security.
3.7%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

46 rows
First Sabrepoint Capital Management LP Hedge fund4.9%$11.4m18,500−44%reduced
Pillsbury Lake Capital LLC Hedge fund3.2%$11.5m18,772+19%added
Crown Advisors Management, Inc. Hedge fund1.7%$3.1m5,0000.0%held
Philadelphia Financial Management of San Francisco, LLC Hedge fund1.5%$5.4m8,810−44%reduced
Intrinsic Edge Capital Management LLC Hedge fund1.1%$9.2m15,000–new
SG Capital Management LLC Hedge fund0.8%$8.5m13,903−6.8%reduced
Blue Door Asset Management, LLC Hedge fund0.7%$1.3m2,160–new
Duquesne Family Office LLC Family office0.6%$24.3m39,500–new
Prelude Capital Management, LLC Hedge fund0.3%$4.0m6,589+4.0%added
Numerai GP LLC Hedge fund0.3%$3.1m5,031+38%added
Aristides Capital LLC Hedge fund0.2%$947k1,541+39%added
Dark Forest Capital Management LP Hedge fund0.2%$3.5m5,698+173%added
Almitas Capital LLC Hedge fund0.1%$609k9920.0%held
Gsa Capital Partners LLP Hedge fund0.1%$1.9m3,047+11%added
EntryPoint Capital, LLC Hedge fund0.1%$485k789–new
Point72 Asset Management, L.P. Hedge fund0.1%$67.3m109,528+6.6%added
Atom Investors LP Hedge fund0.1%$1.1m1,835−69%reduced
Capital Fund Management S.A. Hedge fund0.09%$12.5m20,290–new
Trexquant Investment LP Hedge fund0.07%$11.4m18,547–new
Diametric Capital, LP Hedge fund0.07%$653k1,063–new
Brevan Howard Capital Management LP Hedge fund0.05%$3.8m6,252+122%added
Marshall Wace, LLP Hedge fund0.04%$46.0m74,839+994%added
Aquatic Capital Management LLC Hedge fund0.04%$1.1m1,812−30%reduced
Renaissance Technologies LLC Hedge fund0.04%$25.9m42,169+11%added
Y-Intercept (Hong Kong) Ltd Hedge fund0.03%$1.5m2,484−73%reduced
Cinctive Capital Management LP Hedge fund0.03%$747k1,216–new
Boothbay Fund Management, LLC Hedge fund0.03%$1.6m2,557+16%added
Adage Capital Partners GP, L.L.C. Hedge fund0.02%$15.4m25,000−41%reduced
Magnetar Financial LLC Hedge fund0.02%$1.9m3,161–new
Qube Research & Technologies Ltd Hedge fund0.02%$15.5m25,204+43%added
Persistent Asset Partners Ltd Hedge fund0.02%$52.2k85–new
Engineers Gate Manager LP Hedge fund0.01%$1.1m1,842−13%reduced
Millennium Management LLC Hedge fund0.01%$21.5m35,070−27%reduced
Jain Global LLC Hedge fund0.01%$771k1,255–new
Schonfeld Strategic Advisors LLC Hedge fund0.01%$1.5m2,404−36%reduced
ExodusPoint Capital Management, LP Hedge fund0.01%$741k1,206–new
D. E. Shaw & Co., Inc. Hedge fund0.01%$11.0m17,902+2461%added
AQR Capital Management LLC Hedge fund0.0%$14.0m22,824+56%added
Walleye Capital LLC Hedge fund0.0%$933k1,518–new
Balyasny Asset Management L.P. Hedge fund0.0%$2.3m3,749−16%reduced
Citadel Advisors LLC Hedge fund0.0%$7.3m11,872−53%reduced
Two Sigma Investments, LP Hedge fund0.0%$3.8m6,220+38%added
Quarry LP Hedge fund0.0%$6.8k11+450%added
Fulcrum Asset Management LLP Hedge fund0.0%$9.8k16–new
CVA Family Office, LLC Family office0.0%$6.8k11+83%added
Squarepoint Ops LLC Hedge fund0.0%$250k407−90%reduced