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The company

Cavco Industries, Inc.

CVCO · Nasdaq

Consumer DiscretionaryHomebuildersNot moving yet

CVCO stood above a rising 150-day average in 23 of the last 52 weekly readings, and has been out of that trend for the last 13 weeks. It is 4.4% below that average now. Homebuilders: 4% of its 26 stocks in an uptrend (−11 points in four weeks); Consumer Discretionary: 27% (+1 points in four weeks).

Statistics

Rotation
Not moving yet
Weeks in an uptrend
out for 13
Industry in uptrend
4% -12 in 4 wk
Insider buys, 12 months
$1.7M
Insider sales, 12 months
$5.0M
Officials’ trades on record
0
Institutions holding
329 (+16)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 23 of 52 weeks.

21 Apr – 20 Oct
5%27%48%Apr 26Jun 26Jul 26Sep 26Oct 26

Homebuilders: Few of its stocks are in an uptrend and the share has fallen sharply over four weeks. Consumer Discretionary: A minority of its stocks are in an uptrend and the share has held steady.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$3.7M$0$1.5MNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months4
Sale orders, 12 months9
Buyers · sellers3 · 5
WhoDidSharesTraded
Paul BigbeeChief Accounting Officersold342at $592.0018 Aug 2026filed 19 Aug 2026
Lisa Lynn DanielsDirectorsold30at $569.9630 Jul 2026filed 3 Aug 2026
Allison AdenEVP, CFO & Treasurersold1,473at $625.0025 Jun 2026filed 26 Jun 2026
Allison AdenEVP, CFO & Treasurersold1,208at $600.0012 Jun 2026filed 15 Jun 2026
Richard A. KerleyDirectorsold500at $588.769 Jun 2026filed 11 Jun 2026
Paul BigbeeChief Accounting Officersold200at $537.7528 May 2026filed 1 Jun 2026
Brian R. CiraPresident, Manufactured Housingsold31at $509.1722 May 2026filed 27 May 2026
Allison AdenEVP, CFO & Treasurersold129at $455.7615 May 2026filed 19 May 2026
William C. BoorPresident & CEObought1,000at $495.004 Feb 2026filed 5 Feb 2026
David A. GreenblattDirectorbought87at $500.004 Feb 2026filed 5 Feb 2026
David A. GreenblattDirectorbought400at $462.433 Feb 2026filed 5 Feb 2026
David A. GreenblattDirectorbought13at $481.003 Feb 2026filed 5 Feb 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders329+16 on the quarter
New · exited56 · 40
Reported value$4.5B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.added · filed 7 Aug 20261,248,595$767.1M+50,279+4.2%
Capital World Investorsreduced · filed 12 Aug 2026528,190$324.5M-88,389−14.3%
STATE STREET CORPadded · filed 7 Aug 2026419,204$257.6M+17,299+4.3%
VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 2026347,619$213.6M-504−0.1%
VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 2026331,162$203.5M+13,440+4.2%
Boston Partnersadded · filed 4 Aug 2026325,596$199.6M+25,936+8.7%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 2026259,180$159.3M+18,507+7.7%
FIDUCIARY MANAGEMENT INCreduced · filed 13 Aug 2026250,135$153.7M-17,379−6.5%
DIMENSIONAL FUND ADVISORS LPadded · filed 11 Aug 2026203,458$125.0M+2,506+1.2%
AMERIPRISE FINANCIAL INCadded · filed 14 Aug 2026180,511$110.9M+40,663+29.1%
31 Mar 2023 – 30 Jun 2026
206265324Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Paul Bigbee Company insiderChief Accounting Officer · last 18 Aug 20260 · 7
Richard A. Kerley Company insiderDirector · last 11 Aug 20260 · 4
Lisa Lynn Daniels Company insiderDirector · last 30 Jul 20260 · 1
William C. Boor Company insiderPresident & CEO · last 30 Jul 20261 · 5
David A. Greenblatt Company insiderDirector · last 27 Jul 20262 · 7
Julia Sze Company insiderDirector · last 27 Jul 20260 · 2
Steven G. Bunger Company insiderDirector · last 27 Jul 20260 · 10
Steven W. Moster Company insiderDirector · last 27 Jul 20261 · 0
Susan L. Blount Company insiderDirector · last 27 Jul 20260 · 7
Allison Aden Company insiderEVP, CFO & Treasurer · last 25 Jun 20260 · 3
Brian R. Cira Company insiderPresident, Manufactured Housing · last 22 May 20260 · 2
Jack S. Brandom Company insiderPresident, Financial Services · last 22 May 20260 · 2

Same industry

TPC Tutor PeriniJust dropped out-6%
DHI D.R. HortonNot moving yet-4%
TOL Toll BrothersNot moving yet-5%
NVR NvrNot moving yet-5%
PHM PulteGroupNot moving yet-6%
SPHL Springview HoldingsNot moving yet-8%
LEN LennarNot moving yet-9%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2026 · to 28 Mar 202623.5%
Operating profit marginFY 2026 · to 28 Mar 202610.2%
Free cash flow marginFY 2026 · to 28 Mar 202610.3%
Return on capital employedFY 2026 · to 28 Mar 202619.8%
Cash conversionFY 2026 · to 28 Mar 2026140%
Share count trendFY 2026 · to 13 May 2026-0.7%
Cash and equivalentsFY 2026 · to 28 Mar 2026$236.7M
Free cash flowFY 2026 · to 28 Mar 2026$232.1M

Analyst forecasts

No analyst forecasts yet.