Cavco Industries, Inc.
US ˙ NasdaqGS ˙ US1495681074

SecurityCVCO / Cavco Industries, Inc.
InstitutionAlliancebernstein L.p.
Latest Disclosed Ownership10,001 shares
Latest Disclosed Value $ 5,907,991
Alliancebernstein L.p. reports 11.74% increase in ownership of CVCO / Cavco Industries, Inc.

On May 15, 2026 - Alliancebernstein L.p. filed a 13F-HR form disclosing ownership of 10,001 shares of Cavco Industries, Inc. (US:CVCO) valued at $4,843,384 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 8,950 shares of Cavco Industries, Inc.. This represents a change in shares of 11.74% during the quarter. The current value of the position is $5,503,450 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F CAVCO INDS INC DEL COM 149568107 10,001 1,051 11.74 5,908 11.73 0.0016
2026-02-17 2025-12-31 13F CAVCO INDS INC DEL COM 149568107 8,950 511 6.06 5,287 7.90 0.0017
2025-11-14 2025-09-30 13F CAVCO INDS INC DEL COM 149568107 8,439 -467 -5.24 4,901 26.65 0.0015
2025-08-14 2025-06-30 13F CAVCO INDS INC DEL COM 149568107 8,906 -100 -1.11 3,869 -17.31 0.0013
2025-05-15 2025-03-31 13F CAVCO INDS INC DEL COM 149568107 9,006 0 0.00 4,680 16.45 0.0017
2025-02-12 2024-12-31 13F CAVCO INDS INC DEL COM 149568107 9,006 -570 -5.95 4,019 -2.00 0.0014
2024-11-14 2024-09-30 13F CAVCO INDS INC DEL COM 149568107 9,576 1 0.01 4,101 23.72 0.0014
2024-08-14 2024-06-30 13F CAVCO INDS INC DEL COM 149568107 9,575 -650 -6.36 3,315 -18.77 0.0012
2024-05-14 2024-03-31 13F CAVCO INDS INC DEL COM 149568107 10,225 -592 -5.47 4,080 8.83 0.0014
2024-02-14 2023-12-31 13F CAVCO INDS INC DEL COM 149568107 10,817 432 4.16 3,749 35.93 0.0014
2023-11-14 2023-09-30 13F CAVCO INDS INC DEL COM 149568107 10,385 -93 -0.89 2,759 -10.77 0.0012
2023-08-15 2023-06-30 13F CAVCO INDS INC DEL COM 149568107 10,478 -320 -2.96 3,091 -9.88 0.0013
2023-05-15 2023-03-31 13F CAVCO INDS INC DEL COM 149568107 10,798 -1,223 -10.17 3,431 26.15 0.0015
2023-02-15 2022-12-31 13F CAVCO INDS INC DEL COM 149568107 12,021 9 0.07 2,720 9.99 0.0012
2022-11-15 2022-09-30 13F CAVCO INDS INC DEL COM 149568107 12,012 278 2.37 2,472 7.48 0.0012
2022-08-15 2022-06-30 13F CAVCO INDS INC DEL COM 149568107 11,734 -538 -4.38 2,300 -22.19 0.0011
2022-05-13 2022-03-31 13F CAVCO INDS INC DEL COM 149568107 12,272 110 0.90 2,956 -23.48 0.0011
2022-02-14 2021-12-31 13F CAVCO INDS INC DEL COM 149568107 12,162 -1,203 -9.00 3,863 22.09 0.0014
2021-11-10 2021-09-30 13F CAVCO INDS INC DEL COM 149568107 13,365 -400 -2.91 3,164 3.47 0.0012
2021-07-30 2021-06-30 13F CAVCO INDS INC DEL COM 149568107 13,765 625 4.76 3,058 3.14 0.0012
2021-05-06 2021-03-31 13F CAVCO INDS INC DEL COM 149568107 13,140 230 1.78 2,965 30.91 0.0013
2021-02-08 2020-12-31 13F CAVCO INDS INC DEL COM 149568107 12,910 -100 -0.77 2,265 -3.45 0.0011
2020-11-12 2020-09-30 13F CAVCO INDS INC DEL COM 149568107 13,010 -430 -3.20 2,346 -9.49 0.0013
2020-08-13 2020-06-30 13F CAVCO INDS INC DEL COM 149568107 13,440 -30 -0.22 2,592 32.79 0.0015
2020-05-14 2020-03-31 13F CAVCO INDS INC DEL COM 149568107 13,470 50 0.37 1,952 -25.55 0.0014
2020-02-18 2019-12-31 13F CAVCO INDS INC DEL COM 149568107 13,420 50 0.37 2,622 2.10 0.0015
2019-11-14 2019-09-30 13F CAVCO INDS INC DEL COM 149568107 13,370 -1,600 -10.69 2,568 8.91 0.0016
2019-08-14 2019-06-30 13F CAVCO INDS INC DEL COM 149568107 14,970 3,500 30.51 2,358 74.93 0.0015
2019-05-14 2019-03-31 13F CAVCO INDS INC DEL COM 149568107 11,470 0 0.00 1,348 -9.83 0.0009
2019-02-13 2018-12-31 13F CAVCO INDS INC DEL COM 149568107 11,470 170 1.50 1,495 -47.71 0.0011
2018-11-08 2018-09-30 13F CAVCO INDS INC DEL COM 149568107 11,300 -400 -3.42 2,859 17.65 0.0019
2018-08-13 2018-06-30 13F CAVCO INDS INC DEL COM 149568107 11,700 0 0.00 2,430 19.53 0.0017
2018-05-14 2018-03-31 13F CAVCO INDS INC DEL COM 149568107 11,700 -100 -0.85 2,033 12.88 0.0015
2018-02-13 2017-12-31 13F CAVCO INDS INC DEL COM 149568107 11,800 0 0.00 1,801 3.45 0.0013
2017-11-13 2017-09-30 13F CAVCO INDS INC DEL COM 149568107 11,800 0 0.00 1,741 13.79 0.0013
2017-08-10 2017-06-30 13F CAVCO INDS INC DEL COM 149568107 11,800 900 8.26 1,530 20.57 0.0012
2017-05-11 2017-03-31 13F CAVCO INDS INC DEL COM 149568107 10,900 0 0.00 1,269 16.64 0.0010
2017-02-13 2016-12-31 13F CAVCO INDS INC DEL COM 149568107 10,900 0 0.00 1,088 0.74 0.0009
2016-11-10 2016-09-30 13F CAVCO INDS INC DEL COM 149568107 10,900 700 6.86 1,080 12.97 0.0009
2016-08-11 2016-06-30 13F CAVCO INDS INC DEL COM 149568107 10,200 0 0.00 956 0.31 0.0008
2016-05-13 2016-03-31 13F CAVCO INDS INC DEL COM 149568107 10,200 0 0.00 953 12.12 0.0008
2016-02-16 2015-12-31 13F/A-1 CAVCO INDS INC DEL COM 149568107 10,200 0 0.00 850 22.30 0.0007
2016-02-12 2015-12-31 13F CAVCO INDS INC DEL COM 149568107 10,200 695
2015-11-13 2015-09-30 13F CAVCO INDS INC DEL COM 149568107 10,200 0 0.00 695 -9.62 0.0006
2015-08-14 2015-06-30 13F CAVCO INDS INC DEL COM 149568107 10,200 0 0.00 769 0.39 0.0006
2015-05-13 2015-03-31 13F CAVCO INDUSTRIES COM 149568107 10,200 0 0.00 766 -5.32 0.0006
2015-02-13 2014-12-31 13F CAVCO INDUSTRIES COM 149568107 10,200 0 0.00 809 16.57 0.0007
2014-11-13 2014-09-30 13F CAVCO INDUSTRIES COM 149568107 10,200 0 0.00 694 -20.23 0.0006
2014-08-13 2014-06-30 13F CAVCO INDUSTRIES COM 149568107 10,200 -37 -0.36 870 8.34 0.0007
2014-05-13 2014-03-31 13F CAVCO INDUSTRIES COM 149568107 10,237 4,905 91.99 803 119.40 0.0007
2014-02-13 2013-12-31 13F CAVCO INDUSTRIES COM 149568107 5,332 -1,458 -21.47 366 -5.43 0.0003
2013-11-14 2013-09-30 13F CAVCO INDUSTRIES COM 149568107 6,790 -615 -8.31 387 3.48 0.0004
2013-08-13 2013-06-30 13F CAVCO INDUSTRIES COM 149568107 7,405 7,405 374 0.0004
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.