1 tracked superinvestor hold Cavco Inds Inc Del (CVCO), worth $24M combined, led by Stanley Druckenmiller. Smart money is accumulating CVCO as of the latest 13F filings.
Current price
$566.19
+2.0%
1Y
Cavco Industries, Inc. (CVCO) is a prominent American enterprise primarily focused on the manufacturing, marketing, and retail sale of prefabricated residential dwellings. Its operations are structured into two core divisions: Factory-Built Housing, which handles construction, and Financial Services. The company offers its extensive range of manufactured homes under numerous recognized brand…
Market cap
$4.0B
P/E
22.2
Div yield
0.0%
Revenue YoY
11.4%
Analyst target
$700
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$24M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
+1
1 buying · 0 selling
Smart money is net accumulating CVCO: 1 funds added or opened versus 0 trimming. 1 opened a brand-new position.
Cavco Inds Inc Del (CVCO) is held by 1 tracked funds worth $24M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Stanley Druckenmiller at 0.5% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Stanley Druckenmiller), with 0 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| New buy | 0.5% | $24M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own CVCO?
1 tracked funds hold Cavco Inds Inc Del (CVCO), the largest being Stanley Druckenmiller (Duquesne Family Office) at 0.5% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling CVCO?
In the most recent 13F quarter, 1 tracked fund added or opened CVCO and 0 trimmed it, including 1 brand-new position.
How much CVCO do tracked funds hold?
Combined disclosed long exposure to CVCO across tracked superinvestors is $24M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.