Cavco Industries, Inc.
US ˙ NasdaqGS ˙ US1495681074

SecurityCVCO / Cavco Industries, Inc.
InstitutionJanus Henderson Group Plc
Latest Disclosed Ownership68,741 shares
Latest Disclosed Value $ 33,289,839
Janus Henderson Group Plc reports 0.12% decrease in ownership of CVCO / Cavco Industries, Inc.

On May 18, 2026 - Janus Henderson Group Plc filed a 13F-HR/A form disclosing ownership of 68,741 shares of Cavco Industries, Inc. (US:CVCO) valued at $33,290,579 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 68,826 shares of Cavco Industries, Inc.. This represents a change in shares of -0.12% during the quarter. The current value of the position is $37,827,485 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)
2026-05-18 2026-03-31 13F/A-1 CAVCO INDS INC DEL COM 149568107 68,741 -85 -0.12 33,290 -18.13 0.0056
2026-05-15 2026-03-31 13F CAVCO INDS INC DEL COM 149568107 68,741 -85 33,290 0.0062
2026-02-17 2025-12-31 13F CAVCO INDS INC DEL COM 149568107 68,826 -2,808 -3.92 40,659 -2.27 0.0182
2025-11-14 2025-09-30 13F CAVCO INDS INC DEL COM 149568107 71,634 -975 -1.34 41,603 31.89 0.0190
2025-08-14 2025-06-30 13F CAVCO INDS INC DEL COM 149568107 72,609 -15,185 -17.30 31,544 -30.11 0.0155
2025-05-15 2025-03-31 13F CAVCO INDS INC DEL COM 149568107 87,794 15,260 21.04 45,135 39.43 0.0247
2025-02-14 2024-12-31 13F CAVCO INDS INC DEL COM 149568107 72,534 66,120 1,030.87 32,371 1,079.27 0.0165
2024-11-14 2024-09-30 13F CAVCO INDS INC DEL COM 149568107 6,414 -651 -9.21 2,746 12.32 0.0014
2024-08-14 2024-06-30 13F CAVCO INDS INC DEL COM 149568107 7,065 763 12.11 2,444 -2.75 0.0013
2024-05-15 2024-03-31 13F CAVCO INDS INC DEL COM 149568107 6,302 190 3.11 2,514 18.54 0.0014
2024-02-14 2023-12-31 13F CAVCO INDS INC DEL COM 149568107 6,112 235 4.00 2,120 35.72 0.0013
2023-11-14 2023-09-30 13F CAVCO INDS INC DEL COM 149568107 5,877 330 5.95 1,563 -4.58 0.0010
2023-08-14 2023-06-30 13F CAVCO INDS INC DEL COM 149568107 5,547 643 13.11 1,638 5.21 0.0010
2023-05-15 2023-03-31 13F CAVCO INDS INC DEL COM 149568107 4,904 1,367 38.65 1,557 94.74 0.0010
2023-02-14 2022-12-31 13F CAVCO INDS INC DEL COM 149568107 3,537 -60 -1.67 800 7.83 0.0006
2022-11-14 2022-09-30 13F CAVCO INDS INC DEL COM 149568107 3,597 -140 -3.75 741 1.09 0.0006
2022-08-15 2022-06-30 13F CAVCO INDS INC DEL COM 149568107 3,737 -119 -3.09 733 -21.01 0.0005
2022-05-16 2022-03-31 13F CAVCO INDS INC DEL COM 149568107 3,856 -500 -11.48 928 -32.90 0.0004
2022-02-14 2021-12-31 13F CAVCO INDS INC DEL COM 149568107 4,356 1,033 31.09 1,383 75.73 0.0006
2021-11-16 2021-09-30 13F CAVCO INDS INC DEL COM 149568107 3,323 783 30.83 787 39.54 0.0003
2021-08-16 2021-06-30 13F CAVCO INDS INC DEL COM 149568107 2,540 -1,025 -28.75 564 -29.85 0.0002
2021-05-17 2021-03-31 13F CAVCO INDS INC DEL COM 149568107 3,565 1,304 57.67 804 102.52 0.0004
2021-02-16 2020-12-31 13F CAVCO INDS INC DEL COM 149568107 2,261 666 41.76 397 37.85 0.0002
2020-11-16 2020-09-30 13F CAVCO INDS INC DEL COM 149568107 1,595 101 6.76 288 0.00 0.0002
2020-08-14 2020-06-30 13F CAVCO INDS INC DEL COM 149568107 1,494 -87 -5.50 288 25.76 0.0002
2020-05-14 2020-03-31 13F CAVCO INDS INC DEL COM 149568107 1,581 137 9.49 229 -18.79 0.0002
2020-02-18 2019-12-31 13F CAVCO INDS INC DEL COM 149568107 1,444 135 10.31 282 12.35 0.0001
2019-11-14 2019-09-30 13F CAVCO INDS INC DEL COM 149568107 1,309 1,309 251 0.0001
2019-02-06 2018-12-31 13F CAVCO INDS INC DEL COM 149568107 0 -1,118 -100.00 0 -100.00
2018-11-09 2018-09-30 13F CAVCO INDS INC DEL COM 149568107 1,118 1,118 283 0.0002
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.