cavco industries, inc., headquartered in phoenix, arizona, designs and produces factory-built housing products primarily distributed through a network of independent and company-owned retailers. we are the second largest producer of hud code manufactured homes in the united states, based on reported wholesale shipments, marketed under a variety of brand names including cavco homes, fleetwood homes and palm harbor homes. the company is also a leading producer of park model rvs, vacation cabins, and systems-built commercial structures; as well as modular homes built primarily under the nationwide homes brand. our mortgage subsidiary, countryplace, is an approved fannie mae and ginnie mae seller/servicer and offers conforming mortgages to purchasers of factory-built and site-built homes. our insurance subsidiary, standard, provides property and casualty insurance for owners of manufactured homes.
Company profile
Ticker
CVCO
Exchange
Website
CEO
William C Boor
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
CAVCO INDUSTRIES INC
SEC CIK
Corporate docs
Subsidiaries
Catskill-Valley Homes, LLC • Cavco Exchange LLC • Chariot Eagle, LLC • Commodore Homes, LLC • CountryPlace Acceptance Corp. • CountryPlace Acceptance GP, LLC • CountryPlace Acceptance LP, LLC • CountryPlace Mortgage, Ltd. • CRG Holdings, LLC • Deming Manufactured Homes, LLC ...
IRS number
860214910
CVCO stock data
Latest filings (excl ownership)
10-Q
2024 Q1
Quarterly report
4 Aug 23
8-K
Cavco Industries Reports Fiscal 2024 First Quarter Results and Announces New $100 Million Stock Repurchase Program
3 Aug 23
S-8
Registration of securities for employees
1 Aug 23
DEFA14A
Additional proxy soliciting materials
12 Jul 23
ARS
2023 FY
Annual report to shareholders
15 Jun 23
DEFA14A
Additional proxy soliciting materials
15 Jun 23
DEF 14A
Definitive proxy
15 Jun 23
SD
Conflict minerals disclosure
22 May 23
10-K
2023 FY
Annual report
19 May 23
8-K
Cavco Industries Reports Fiscal 2023 Fourth Quarter and Year End Results
18 May 23
Transcripts
CVCO
Earnings call transcript
2024 Q1
4 Aug 23
CVCO
Earnings call transcript
2023 Q4
19 May 23
CVCO
Earnings call transcript
2023 Q3
3 Feb 23
CVCO
Earnings call transcript
2023 Q2
4 Nov 22
CVCO
Earnings call transcript
2023 Q1
5 Aug 22
CVCO
Earnings call transcript
2022 Q4
27 May 22
CVCO
Earnings call transcript
2022 Q3
4 Feb 22
CVCO
Earnings call transcript
2022 Q2
5 Nov 21
CVCO
Earnings call transcript
2022 Q1
8 Aug 21
CVCO
Earnings call transcript
2021 Q4
27 May 21
Financial summary
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| Annual (USD) | Apr 23 | Apr 22 | Apr 21 | Mar 20 | |
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Institutional ownership, Q2 2023
95.3% owned by funds/institutions
| 13F holders | Current |
|---|---|
| Total holders | 250 |
| Opened positions | 36 |
| Closed positions | 41 |
| Increased positions | 86 |
| Reduced positions | 97 |
| 13F shares | Current |
|---|---|
| Total value | 2.40 tn |
| Total shares | 8.27 mm |
| Total puts | 7.10 k |
| Total calls | 34.90 k |
| Total put/call ratio | 0.2 |
| Largest owners | Shares | Value |
|---|---|---|
| BLK Blackrock | 1.32 mm | $389.53 bn |
| Vanguard | 842.68 k | $248.59 bn |
| Capital World Investors | 588.80 k | $173.70 bn |
| Wellington Management | 406.98 k | $120.06 bn |
| Dimensional Fund Advisors | 406.04 k | $119.78 bn |
| Broad Bay Capital Management | 357.89 k | $105.58 bn |
| STT State Street | 334.24 k | $98.60 bn |
| GW&K Investment Management | 226.79 k | $66.61 bn |
| IVZ Invesco | 192.70 k | $56.85 bn |
| Gamco Investors | 189.53 k | $55.91 bn |
Recent insider trades
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Aug 23 | Allison Aden | Common Stock | Payment of exercise | Dispose F | No | No | 289.32 | 85 | 24.59 k | 4,016 |
| 18 Aug 23 | Kerley Richard A | Common Stock | Gift | Acquire G | Yes | No | 0 | 450 | 0.00 | 2,150 |
| 18 Aug 23 | Kerley Richard A | Common Stock | Gift | Dispose G | No | No | 0 | 450 | 0.00 | 400 |
| 4 Aug 23 | Ryan Gavin | Common Stock | Payment of exercise | Dispose F | No | No | 290.01 | 41 | 11.89 k | 660 |
| 4 Aug 23 | Zeller Lyle D | Common Stock | Payment of exercise | Dispose F | No | No | 290.01 | 26 | 7.54 k | 615 |
| 31 Jul 23 | Sze Julia | Common Stock | Grant | Acquire A | No | No | 0 | 400 | 0.00 | 2,700 |