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 Q3
Quarterly report
2 Feb 24
8-K
Cavco Industries Reports Fiscal 2024 Third Quarter Results and Announces New $100 Million Stock Repurchase Program
1 Feb 24
10-Q
2024 Q2
Quarterly report
3 Nov 23
8-K
Cavco Industries Reports Fiscal 2024 Second Quarter Results
2 Nov 23
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
Transcripts
CVCO
Earnings call transcript
2024 Q3
2 Feb 24
CVCO
Earnings call transcript
2024 Q2
3 Nov 23
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
Latest ownership filings
4
SETH G SCHUKNECHT
19 Apr 24
4
SETH G SCHUKNECHT
15 Feb 24
144
Notice of proposed sale of securities
14 Feb 24
4
PAUL BIGBEE
14 Feb 24
3
SETH G SCHUKNECHT
14 Feb 24
SC 13G/A
VANGUARD GROUP INC
13 Feb 24
4
Matthew A Nino
12 Feb 24
144
Notice of proposed sale of securities
12 Feb 24
SC 13G
Capital World Investors
12 Feb 24
SC 13G/A
STEGMAYER JOSEPH H
9 Feb 24
Financial summary
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Institutional ownership, Q3 2023
98.3% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 251 |
Opened positions | 37 |
Closed positions | 36 |
Increased positions | 78 |
Reduced positions | 99 |
13F shares | Current |
---|---|
Total value | 2.14 tn |
Total shares | 8.21 mm |
Total puts | 9.50 k |
Total calls | 15.90 k |
Total put/call ratio | 0.6 |
Largest owners | Shares | Value |
---|---|---|
BLK Blackrock | 1.29 mm | $342.96 bn |
Vanguard | 843.06 k | $223.97 bn |
Capital World Investors | 588.80 k | $156.42 bn |
Dimensional Fund Advisors | 409.58 k | $108.81 bn |
Wellington Management | 397.27 k | $105.54 bn |
Broad Bay Capital Management | 360.86 k | $95.87 bn |
STT State Street | 329.30 k | $87.48 bn |
GW&K Investment Management | 218.37 k | $58.00 bn |
American Century Companies | 208.16 k | $55.30 bn |
Geode Capital Management | 190.49 k | $50.61 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
18 Apr 24 | Seth G Schuknecht | Common Stock | Grant | Acquire A | No | No | 0 | 53 | 0.00 | 336 |
14 Feb 24 | Paul Bigbee | Common Stock | Sell | Dispose S | No | No | 367.13 | 262 | 96.19 k | 766 |
13 Feb 24 | Seth G Schuknecht | Common Stock | Grant | Acquire A | No | No | 0 | 283 | 0.00 | 283 |
9 Feb 24 | Matthew A Nino | Common Stock | Sell | Dispose S | No | No | 360 | 2,357 | 848.52 k | 1,248 |
9 Feb 24 | Matthew A Nino | Common Stock | Option exercise | Acquire M | No | No | 153.94 | 1,500 | 230.91 k | 3,605 |
9 Feb 24 | Matthew A Nino | Common Stock | Option exercise | Acquire M | No | No | 167.6 | 800 | 134.08 k | 2,105 |
9 Feb 24 | Matthew A Nino | NQSO Common Stock | Option exercise | Dispose M | No | No | 153.94 | 1,500 | 230.91 k | 0 |
9 Feb 24 | Matthew A Nino | NQSO Common Stock | Option exercise | Dispose M | No | No | 167.6 | 800 | 134.08 k | 0 |
Press releases
Cavco Industries Announces Ratification of Collective Bargaining Agreement at Emlenton, Pennsylvania Plant
6 Mar 24
Collective Bargaining Agreement Covering Employees of Cavco's Emlenton, Pennsylvania Plant Expires
29 Feb 24
Cavco Announces the First Homes Have Been Purchased by Graduates of Its Homes for Our Own Program
26 Feb 24
Seth Schuknecht Appointed General Counsel, Corporate Secretary and Chief Compliance Officer of Cavco Industries, Inc.
2 Feb 24