Cavco Industries, Inc.
US ˙ NasdaqGS ˙ US1495681074

SecurityCVCO / Cavco Industries, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership61,383 shares
Latest Disclosed Value $ 29,727,560
Morgan Stanley reports 2.73% decrease in ownership of CVCO / Cavco Industries, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 61,383 shares of Cavco Industries, Inc. (US:CVCO) valued at $29,727,173 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 63,106 shares of Cavco Industries, Inc.. This represents a change in shares of -2.73% during the quarter. The current value of the position is $33,755,126 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 61,383 -1,723 -2.73 29,728 -20.26 0.0018
2026-05-27 2025-12-31 13F/A-1 CAVCO INDS INC DEL COM 149568107 63,106 6,897 12.27 37,280 14.21 0.0022
2026-02-13 2025-12-31 13F CAVCO INDS INC DEL COM 149568107 63,106 6,897 37,280 0.0022
2026-05-27 2025-09-30 13F/A-1 CAVCO INDS INC DEL COM 149568107 56,209 -12,502 -18.20 32,643 9.35 0.0020
2025-11-14 2025-09-30 13F CAVCO INDS INC DEL COM 149568107 56,209 -12,502 32,643 0.0020
2025-08-15 2025-06-30 13F CAVCO INDS INC DEL COM 149568107 68,711 -10,936 -13.73 29,850 -27.88 0.0019
2025-05-15 2025-03-31 13F CAVCO INDS INC DEL COM 149568107 79,647 -2,948 -3.57 41,387 12.29 0.0030
2025-05-15 2024-12-31 13F/A-1 CAVCO INDS INC DEL COM 149568107 82,595 -5,456 -6.20 36,857 -2.26 0.0026
2025-02-14 2024-12-31 13F CAVCO INDS INC DEL COM 149568107 82,595 -5,456 36,857 0.0026
2025-05-14 2024-09-30 13F/A-2 CAVCO INDS INC DEL COM 149568107 88,051 32,463 58.40 37,707 95.96 0.0027
2025-02-14 2024-09-30 13F/A-1 CAVCO INDS INC DEL COM 149568107 88,051 32,463 37,707 0.0027
2024-11-14 2024-09-30 13F CAVCO INDS INC DEL COM 149568107 88,051 32,463 37,707 0.0003
2025-05-14 2024-06-30 13F/A-2 CAVCO INDS INC DEL COM 149568107 55,588 -8,514 -13.28 19,243 -24.78 0.0015
2024-10-17 2024-06-30 13F/A-1 CAVCO INDS INC DEL COM 149568107 55,588 -8,514 19,243 0.0015
2024-08-14 2024-06-30 13F CAVCO INDS INC DEL COM 149568107 55,588 -8,514 19,243 0.0015
2024-10-17 2024-03-31 13F/A-2 CAVCO INDS INC DEL COM 149568107 64,102 699 1.10 25,581 16.40 0.0021
2024-08-16 2024-03-31 13F/A-1 CAVCO INDS INC DEL COM 149568107 64,102 699 25,581 0.0002
2024-05-15 2024-03-31 13F CAVCO INDS INC DEL COM 149568107 64,102 699 25,581 0.0021
2024-08-16 2023-12-31 13F/A-1 CAVCO INDS INC DEL COM 149568107 63,403 9,035 16.62 21,977 52.16 0.0019
2024-02-13 2023-12-31 13F CAVCO INDS INC DEL COM 149568107 63,403 9,035 21,977 0.0019
2023-11-15 2023-09-30 13F CAVCO INDS INC DEL COM 149568107 54,368 -2,036 -3.61 14,444 -13.20 0.0015
2023-08-14 2023-06-30 13F CAVCO INDS INC DEL COM 149568107 56,404 -3,758 -6.25 16,639 -12.96 0.0016
2023-05-15 2023-03-31 13F CAVCO INDS INC DEL COM 149568107 60,162 -6,603 -9.89 19,116 26.55 0.0020
2023-02-14 2022-12-31 13F CAVCO INDS INC DEL COM 149568107 66,765 1,562 2.40 15,106 12.59 0.0017
2022-11-14 2022-09-30 13F CAVCO INDS INC DEL COM 149568107 65,203 9 0.01 13,416 5.00 0.0018
2022-10-27 2022-06-30 13F/A-1 CAVCO INDS INC DEL COM 149568107 65,194 20,448 45.70 12,777 18.56 0.0017
2022-08-15 2022-06-30 13F CAVCO INDS INC DEL COM 149568107 65,194 20,448 12,777 0.0003
2022-10-27 2022-03-31 13F/A-1 CAVCO INDS INC DEL COM 149568107 44,746 6,558 17.17 10,777 -11.16 0.0015
2022-05-13 2022-03-31 13F CAVCO INDS INC DEL COM 149568107 44,746 6,558 10,777 0.0015
2022-02-14 2021-12-31 13F CAVCO INDS INC DEL COM 149568107 38,188 8,556 28.87 12,131 72.90 0.0015
2021-11-15 2021-09-30 13F CAVCO INDS INC DEL COM 149568107 29,632 -1,727 -5.51 7,016 0.69 0.0009
2021-08-23 2021-06-30 13F/A-1 CAVCO INDS INC DEL COM 149568107 31,359 10,477 50.17 6,968 47.91 0.0009
2021-08-16 2021-06-30 13F CAVCO INDS INC DEL COM 149568107 31,359 10,477 6,968 0.0002
2021-05-17 2021-03-31 13F CAVCO INDS INC DEL COM 149568107 20,882 -6,681 -24.24 4,711 -2.60 0.0007
2021-02-16 2020-12-31 13F CAVCO INDS INC DEL COM 149568107 27,563 5,707 26.11 4,837 22.77 0.0007
2020-11-13 2020-09-30 13F CAVCO INDS INC DEL COM 149568107 21,856 -1,800 -7.61 3,940 -13.63 0.0008
2020-08-14 2020-06-30 13F CAVCO INDS INC DEL COM 149568107 23,656 -21,524 -47.64 4,562 -30.33 0.0010
2020-05-26 2020-03-31 13F/A-1 CAVCO INDS INC DEL COM 149568107 45,180 544 1.22 6,548 -24.92 0.0018
2020-05-15 2020-03-31 13F CAVCO INDS INC DEL COM 149568107 45,180 544 6,548 503.0229
2020-02-14 2019-12-31 13F CAVCO INDS INC DEL COM 149568107 44,636 11,911 36.40 8,721 38.74 0.0020
2019-11-14 2019-09-30 13F CAVCO INDS INC DEL COM 149568107 32,725 -18,008 -35.50 6,286 -21.35 0.0017
2019-08-14 2019-06-30 13F CAVCO INDS INC DEL COM 149568107 50,733 -34,336 -40.36 7,992 -20.07 0.0021
2019-05-15 2019-03-31 13F CAVCO INDS INC DEL COM 149568107 85,069 14,585 20.69 9,999 8.80 0.0028
2019-02-14 2018-12-31 13F CAVCO INDS INC DEL COM 149568107 70,484 6,698 10.50 9,190 -43.05 0.0028
2019-04-23 2018-09-30 13F/A-2 CAVCO INDS INC DEL COM 149568107 63,786 33,102 107.88 16,138 153.30 0.0040
2018-11-20 2018-09-30 13F/A-1 CAVCO INDS INC DEL COM 149568107 63,786 0 16,138 0.0040
2018-11-14 2018-09-30 13F CAVCO INDS INC DEL COM 149568107 63,786 33,102 16,138
2019-04-23 2018-06-30 13F/A-1 CAVCO INDS INC DEL COM 149568107 30,684 -4,454 -12.68 6,371 4.36 0.0017
2018-08-14 2018-06-30 13F CAVCO INDS INC DEL COM 149568107 30,684 -4,454 6,371
2019-04-23 2018-03-31 13F/A-1 CAVCO INDS INC DEL COM 149568107 35,138 -31,183 -47.02 6,105 -39.68 0.0017
2018-05-14 2018-03-31 13F CAVCO INDS INC DEL COM 149568107 35,138 -31,183 6,105
2019-04-23 2017-12-31 13F/A-1 CAVCO INDS INC DEL COM 149568107 66,321 32,895 98.41 10,121 105.21 0.0028
2018-02-14 2017-12-31 13F CAVCO INDS INC DEL COM 149568107 66,321 32,895 10,121
2017-11-14 2017-09-30 13F CAVCO INDS INC DEL COM 149568107 33,426 19,302 136.66 4,932 169.36 0.0015
2017-08-11 2017-06-30 13F CAVCO INDS INC DEL COM 149568107 14,124 1,799 14.60 1,831 27.60 0.0006
2017-05-22 2017-03-31 13F/A-1 CAVCO INDS INC DEL COM 149568107 12,325 -12,430 -50.21 1,435 -41.95 0.0004
2017-05-12 2017-03-31 13F CAVCO INDS INC DEL COM 149568107 12,325 1,435
2017-02-22 2016-12-31 13F/A-1 CAVCO INDS INC DEL COM 149568107 24,755 23,051 1,352.76 2,472 1,371.43 0.0008
2017-02-13 2016-12-31 13F CAVCO INDS INC DEL COM 149568107 24,755 2,472
2016-11-10 2016-09-30 13F CAVCO INDS INC DEL COM 149568107 1,704 -4,958 -74.42 168 -73.08 0.0001
2016-08-12 2016-06-30 13F CAVCO INDS INC DEL COM 149568107 6,662 -3,473 -34.27 624 -34.11 0.0002
2016-05-12 2016-03-31 13F CAVCO INDS INC DEL COM 149568107 10,135 -10,363 -50.56 947 -44.52 0.0004
2016-02-09 2015-12-31 13F CAVCO INDS INC DEL COM 149568107 20,498 17,963 708.60 1,707 886.71 0.0006
2016-02-08 2015-09-30 13F/A-1 CAVCO INDS INC DEL COM 149568107 2,535 1,432 129.83 173 105.95 0.0001
2015-11-09 2015-09-30 13F CAVCO INDS INC DEL COM 149568107 2,535 173
2015-08-12 2015-06-30 13F CAVCO INDS INC DEL COM 149568107 1,103 -2,826 -71.93 84 -71.53 0.0000
2015-05-14 2015-03-31 13F CAVCO INDS INC DEL COM 149568107 3,929 608 18.31 295 12.17 0.0001
2015-02-13 2014-12-31 13F CAVCO INDS INC DEL COM 149568107 3,321 -1,567 -32.06 263 -21.02 0.0001
2014-12-16 2014-09-30 13F/A-1 CAVCO INDS INC DEL COM 149568107 4,888 -1,600 -24.66 333 -39.89 0.0001
2014-11-14 2014-09-30 13F CAVCO INDS INC DEL COM 149568107 4,888 333
2014-08-12 2014-06-30 13F CAVCO INDS INC DEL COM 149568107 6,488 159 2.51 554 11.69 0.0009
2014-05-13 2014-03-31 13F CAVCO INDS INC DEL COM 149568107 6,329 1,354 27.22 496 45.03 0.0002
2014-02-13 2013-12-31 13F CAVCO INDS INC DEL COM 149568107 4,975 476 10.58 342 33.59 0.0001
2013-11-13 2013-09-30 13F CAVCO INDUSTRIES COM 149568107 4,499 -3,987 -46.98 256 -40.19 0.0001
2013-08-08 2013-06-30 13F CAVCO INDUSTRIES COM 149568107 8,486 8,486 428 0.0002
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.