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. Cavco Industries is one of the largest producers of manufactured homes in the United States, based on reported wholesale shipments and marketed under a variety of brand names including Cavco, Fleetwood, Palm Harbor, Fairmont, Friendship, Chariot Eagle and Destiny. The company is also a leading producer of park model RVs, vacation cabins and systems-built commercial structures, as well as modular homes. Cavco's finance subsidiary, Country Place Mortgage, is an approved Fannie Mae and Freddie Mac seller/servicer and a Ginnie Mae mortgage-backed securities issuer that offers conforming mortgages, non-conforming mortgages and home-only loans to purchasers of factory-built homes. Its insurance subsidiary, Standard Casualty, provides property and casualty insurance to 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
Cavco Exchange, LLC • Chariot Eagle, LLC • Commodore Homes, LLC • CountryPlace Acceptance Corp. • CountryPlace Acceptance GP, LLC • CountryPlace Acceptance LP, LLC • CountryPlace Mortgage, Ltd. • CountryPlace Mortgage Holdings, LLC • CRG Holdings, LLC • Destiny Homes, LLC ...
IRS number
860214910
CVCO stock data
Analyst ratings and price targets
Latest filings (excl ownership)
10-Q
2023 Q3
Quarterly report
3 Feb 23
8-K
Cavco Industries Reports Fiscal 2023 Third Quarter Results and Provides Business Updates
2 Feb 23
8-K
Cavco Industries Announces the Completion of the Acquisition of Manufactured Home Builder and Retailer, Solitaire Homes
3 Jan 23
8-K
Entry into a Material Definitive Agreement
23 Nov 22
10-Q
2023 Q2
Quarterly report
4 Nov 22
8-K/A
Financial Statements and Exhibits
4 Nov 22
8-K
Cavco Industries Reports Fiscal 2023 Second Quarter Results, Discusses Planned Acquisition of Solitaire Homes and Provides Further Business Updates
3 Nov 22
8-K
Cavco Industries Announces Planned Acquisition of Manufactured Home Builder and Retailer, Solitaire Homes
27 Oct 22
8-K
Cavco Industries Reports Acceptance of Settlement In Sec Action
23 Sep 22
10-Q
2023 Q1
Quarterly report
5 Aug 22
Transcripts
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
CVCO
Earnings call transcript
2021 Q3
29 Jan 21
CVCO
Earnings call transcript
2021 Q2
31 Oct 20
Latest ownership filings
SC 13G/A
VANGUARD GROUP INC
10 Mar 23
4
Gavin Ryan
7 Mar 23
4
David A. Greenblatt
3 Mar 23
SC 13G/A
PRICE T ROWE ASSOCIATES INC /MD/
14 Feb 23
SC 13G/A
STEGMAYER JOSEPH H
10 Feb 23
SC 13G/A
VANGUARD GROUP INC
9 Feb 23
SC 13G/A
WELLINGTON MANAGEMENT GROUP LLP
6 Feb 23
SC 13G/A
BlackRock Inc.
26 Jan 23
SC 13G/A
BlackRock Inc.
20 Jan 23
4
William C Boor
15 Nov 22
Financial summary
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| Annual (USD) | Apr 22 | Apr 21 | Mar 20 | Mar 19 | |
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Institutional ownership, Q4 2022
93.9% owned by funds/institutions
| 13F holders | Current |
|---|---|
| Total holders | 250 |
| Opened positions | 41 |
| Closed positions | 28 |
| Increased positions | 83 |
| Reduced positions | 90 |
| 13F shares | Current |
|---|---|
| Total value | 1.77 tn |
| Total shares | 8.16 mm |
| Total puts | 28.20 k |
| Total calls | 1.50 k |
| Total put/call ratio | 18.8 |
| Largest owners | Shares | Value |
|---|---|---|
| BLK Blackrock | 1.37 mm | $309.79 bn |
| Vanguard | 848.00 k | $191.86 bn |
| Capital World Investors | 419.30 k | $94.87 bn |
| Dimensional Fund Advisors | 394.09 k | $89.39 bn |
| Broad Bay Capital Management | 378.00 k | $85.52 bn |
| Wellington Management | 333.63 k | $75.48 bn |
| STT State Street | 306.95 k | $69.45 bn |
| Boston Trust Walden | 248.27 k | $56.17 bn |
| GW&K Investment Management | 227.42 k | $51.58 bn |
| Gamco Investors | 220.07 k | $49.79 bn |
Recent insider trades
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 7 Mar 23 | Ryan Gavin | Common Stock | Sell | Dispose S | No | No | 290.03 | 3,000 | 870.09 k | 529 |
| 7 Mar 23 | Ryan Gavin | Common Stock | Option exercise | Acquire M | No | No | 99.65 | 3,000 | 298.95 k | 3,529 |
| 7 Mar 23 | Ryan Gavin | NQSO Common Stock | Option exercise | Dispose M | No | No | 99.65 | 3,000 | 298.95 k | 0 |
| 3 Mar 23 | Greenblatt David A. | Common Stock | Sell | Dispose S | No | No | 292.94 | 2,880 | 843.67 k | 14,600 |
| 3 Mar 23 | Greenblatt David A. | Common Stock | Sell | Dispose S | No | No | 292.09 | 820 | 239.51 k | 17,480 |
| 3 Mar 23 | Greenblatt David A. | Common Stock | Sell | Dispose S | No | No | 290.8 | 300 | 87.24 k | 18,300 |
| 3 Mar 23 | Greenblatt David A. | Common Stock | Option exercise | Acquire M | No | No | 154.75 | 4,000 | 619.00 k | 18,600 |
| 3 Mar 23 | Greenblatt David A. | Common Stock | Sell | Dispose S | No | No | 292.43 | 399 | 116.68 k | 14,600 |
| 3 Mar 23 | Greenblatt David A. | Common Stock | Sell | Dispose S | No | No | 291.02 | 3,098 | 901.58 k | 14,999 |
| 3 Mar 23 | Greenblatt David A. | Common Stock | Sell | Dispose S | No | No | 289.67 | 303 | 87.77 k | 18,097 |
News
Wedbush Maintains Outperform on Cavco Indus, Raises Price Target to $410
6 Feb 23
UPDATE: Cavco Industries Q3 EPS $6.66 Beats $5.79 Revised Estimate, Sales $500.60M Miss $525.91M Estimate
2 Feb 23
Cavco Industries Earnings Preview
1 Feb 23
Wedbush Sees Mortgage Rate Trends To Drive Homebuilders Prospects
30 Dec 22
Press releases
ROSEN, Global Investor Counsel, Encourages Cavco Industries, Inc. Investors to Inquire About Securities Class Action Investigation - CVCO
11 Mar 23
CVCO SHAREHOLDER ALERT: ROSEN, LEADING TRIAL ATTORNEYS, Encourages Cavco Industries, Inc. Investors to Inquire About Securities Class Action Investigation – CVCO
2 Mar 23
ROSEN, NATIONALLY REGARDED INVESTOR COUNSEL, Encourages Cavco Industries, Inc. Investors with Losses to Inquire About Securities Class Action Investigation – CVCO
1 Mar 23
ROSEN, GLOBAL INVESTOR COUNSEL, Encourages Cavco Industries, Inc. Investors to Inquire About Securities Class Action Investigation - CVCO
23 Feb 23
TOP RANKED ROSEN LAW FIRM Encourages Cavco Industries, Inc. Investors to Inquire About Securities Class Action Investigation - CVCO
18 Feb 23