Cavco Industries, Inc.
US ˙ NasdaqGS ˙ US1495681074

SecurityCVCO / Cavco Industries, Inc.
InstitutionFifth Third Bancorp
Latest Disclosed Ownership2,824 shares
Latest Disclosed Value $ 1,367,354
Fifth Third Bancorp reports 599.01% increase in ownership of CVCO / Cavco Industries, Inc.

On May 1, 2026 - Fifth Third Bancorp filed a 13F-HR form disclosing ownership of 2,824 shares of Cavco Industries, Inc. (US:CVCO) valued at $1,367,635 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 404 shares of Cavco Industries, Inc.. This represents a change in shares of 599.01% during the quarter. The current value of the position is $1,537,555 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)
2026-05-01 2026-03-31 13F CAVCO INDS INC DEL COM 149568107 2,824 2,420 599.01 1,367 474.37 0.0025
2026-02-02 2025-12-31 13F CAVCO INDS INC DEL COM 149568107 404 6 1.51 239 3.03 0.0008
2025-11-07 2025-09-30 13F CAVCO INDS INC DEL COM 149568107 398 -1 -0.25 231 33.53 0.0007
2025-07-15 2025-06-30 13F CAVCO INDS INC DEL COM 149568107 399 5 1.27 173 -15.20 0.0006
2025-04-15 2025-03-31 13F CAVCO INDS INC DEL COM 149568107 394 11 2.87 205 20.00 0.0008
2025-01-21 2024-12-31 13F CAVCO INDS INC DEL COM 149568107 383 3 0.79 171 4.94 0.0006
2024-10-17 2024-09-30 13F CAVCO INDS INC DEL COM 149568107 380 4 1.06 163 24.62 0.0006
2024-07-22 2024-06-30 13F CAVCO INDS INC DEL COM 149568107 376 3 0.80 130 -12.16 0.0005
2024-04-23 2024-03-31 13F CAVCO INDS INC DEL COM 149568107 373 2 0.54 149 15.63 0.0006
2024-01-19 2023-12-31 13F CAVCO INDS INC DEL COM 149568107 371 0 0.00 129 30.61 0.0005
2023-10-31 2023-09-30 13F CAVCO INDS INC DEL COM 149568107 371 2 0.54 99 -9.26 0.0005
2023-07-26 2023-06-30 13F CAVCO INDS INC DEL COM 149568107 369 5 1.37 109 -6.09 0.0005
2023-04-24 2023-03-31 13F CAVCO INDS INC DEL COM 149568107 364 2 0.55 116 41.98 0.0005
2023-01-25 2022-12-31 13F CAVCO INDS INC DEL COM 149568107 362 334 1,192.86 82 1,250.00 0.0004
2022-10-25 2022-09-30 13F CAVCO INDS INC DEL COM 149568107 28 16 133.33 6 200.00 0.0000
2022-08-04 2022-06-30 13F CAVCO INDS INC DEL COM 149568107 12 -13 -52.00 2 -66.67 0.0000
2022-04-19 2022-03-31 13F CAVCO INDS INC DEL COM 149568107 25 8 47.06 6 20.00 0.0000
2022-02-01 2021-12-31 13F CAVCO INDS INC DEL COM 149568107 17 3 21.43 5 66.67 0.0000
2021-10-15 2021-09-30 13F CAVCO INDS INC DEL COM 149568107 14 14 3 0.0000
2021-08-05 2021-06-30 13F CAVCO INDS INC DEL COM 149568107 0 -38 -100.00 0 -100.00
2021-05-07 2021-03-31 13F CAVCO INDS INC DEL COM 149568107 38 0 0.00 9 28.57 0.0000
2021-02-16 2020-12-31 13F CAVCO INDS INC DEL COM 149568107 38 -869 -95.81 7 -95.73 0.0000
2020-11-09 2020-09-30 13F CAVCO INDS INC DEL COM 149568107 907 147 19.34 164 11.56 0.0009
2020-08-05 2020-06-30 13F CAVCO INDS INC DEL COM 149568107 760 116 18.01 147 58.06 0.0009
2020-05-05 2020-03-31 13F CAVCO INDS INC DEL COM 149568107 644 84 15.00 93 -14.68 0.0007
2020-02-14 2019-12-31 13F CAVCO INDS INC DEL COM 149568107 560 76 15.70 109 17.20 0.0006
2019-11-14 2019-09-30 13F CAVCO INDS INC DEL COM 149568107 484 73 17.76 93 43.08 0.0006
2019-08-07 2019-06-30 13F CAVCO INDS INC DEL COM 149568107 411 373 981.58 65 1,525.00 0.0004
2019-05-14 2019-03-31 13F CAVCO INDS INC DEL COM 149568107 38 0 0.00 4 -20.00 0.0000
2019-02-14 2018-12-31 13F CAVCO INDS INC DEL COM 149568107 38 38 5 0.0000
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.