Cavco Industries, Inc.
US ˙ NasdaqGS ˙ US1495681074

SecurityCVCO / Cavco Industries, Inc.
InstitutionUBS Group AG
Latest Disclosed Ownership82,123 shares
Latest Disclosed Value $ 39,771,348
UBS Group AG reports 105.22% increase in ownership of CVCO / Cavco Industries, Inc.

On May 5, 2026 - UBS Group AG filed a 13F-HR form disclosing ownership of 82,123 shares of Cavco Industries, Inc. (US:CVCO) valued at $39,771,348 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 40,017 shares of Cavco Industries, Inc.. This represents a change in shares of 105.22% during the quarter. The current value of the position is $45,191,466 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)
2026-05-05 2026-03-31 13F CAVCO INDS INC DEL COM 149568107 82,123 42,106 105.22 39,771 68.24 0.0011
2026-01-29 2025-12-31 13F CAVCO INDS INC DEL COM 149568107 40,017 9,589 31.51 23,640 33.78 0.0007
2025-11-13 2025-09-30 13F CAVCO INDS INC DEL COM 149568107 30,428 12,599 70.67 17,670 128.15 0.0028
2025-08-14 2025-06-30 13F CAVCO INDS INC DEL COM 149568107 17,829 -2,553 -12.53 7,745 -26.87 0.0013
2025-05-13 2025-03-31 13F CAVCO INDS INC DEL COM 149568107 20,382 -3,346 -14.10 10,591 0.03 0.0019
2025-02-14 2024-12-31 13F CAVCO INDS INC DEL COM 149568107 23,728 -262 -1.09 10,588 3.07 0.0020
2024-11-14 2024-09-30 13F CAVCO INDS INC DEL COM 149568107 23,990 6,319 35.76 10,273 67.94 0.0022
2024-08-14 2024-06-30 13F CAVCO INDS INC DEL COM 149568107 17,671 -1,497 -7.81 6,117 -20.03 0.0015
2024-05-13 2024-03-31 13F CAVCO INDS INC DEL COM 149568107 19,168 -9,338 -32.76 7,649 -22.58 0.0019
2024-02-09 2023-12-31 13F CAVCO INDS INC DEL COM 149568107 28,506 5,726 25.14 9,881 63.28 0.0030
2023-11-09 2023-09-30 13F CAVCO INDS INC DEL COM 149568107 22,780 6,630 41.05 6,052 27.02 0.0021
2023-08-11 2023-06-30 13F CAVCO INDS INC DEL COM 149568107 16,150 2,091 14.87 4,764 6.65 0.0016
2023-05-12 2023-03-31 13F CAVCO INDS INC DEL COM 149568107 14,059 2,875 25.71 4,467 76.56 0.0016
2023-02-08 2022-12-31 13F CAVCO INDS INC DEL COM 149568107 11,184 -20,933 -65.18 2,530 -61.71 0.0009
2022-11-10 2022-09-30 13F CAVCO INDS INC DEL COM 149568107 32,117 10,334 47.44 6,608 54.79 0.0029
2022-08-10 2022-06-30 13F CAVCO INDS INC DEL COM 149568107 21,783 20,240 1,311.73 4,269 1,050.67 0.0018
2022-05-16 2022-03-31 13F CAVCO INDS INC DEL COM 149568107 1,543 -4,282 -73.51 371 -79.95 0.0001
2022-02-14 2021-12-31 13F CAVCO INDS INC DEL COM 149568107 5,825 -13,437 -69.76 1,850 -59.43 0.0005
2021-11-15 2021-09-30 13F CAVCO INDS INC DEL COM 149568107 19,262 1,258 6.99 4,560 14.00 0.0014
2021-08-13 2021-06-30 13F CAVCO INDS INC DEL COM 149568107 18,004 -756 -4.03 4,000 -5.48 0.0013
2021-05-12 2021-03-31 13F CAVCO INDS INC DEL COM 149568107 18,760 -7,980 -29.84 4,232 -9.80 0.0014
2021-02-11 2020-12-31 13F CAVCO INDS INC DEL COM 149568107 26,740 7,163 36.59 4,692 32.92 0.0016
2020-11-12 2020-09-30 13F CAVCO INDS INC DEL COM 149568107 19,577 -2,050 -9.48 3,530 -15.35 0.0013
2020-07-31 2020-06-30 13F CAVCO INDS INC DEL COM 149568107 21,627 9,233 74.50 4,170 132.18 0.0018
2020-05-01 2020-03-31 13F CAVCO INDS INC DEL COM 149568107 12,394 -4,257 -25.57 1,796 -44.79 0.0008
2020-02-14 2019-12-31 13F CAVCO INDS INC DEL COM 149568107 16,651 -12,012 -41.91 3,253 -40.91 0.0011
2019-11-14 2019-09-30 13F CAVCO INDS INC DEL COM 149568107 28,663 12,405 76.30 5,505 114.96 0.0021
2019-08-14 2019-06-30 13F CAVCO INDS INC DEL COM 149568107 16,258 -43,769 -72.92 2,561 -63.70 0.0010
2019-05-14 2019-03-31 13F CAVCO INDS INC DEL COM 149568107 60,027 13,401 28.74 7,055 16.06 0.0029
2019-02-14 2018-12-31 13F CAVCO INDS INC DEL COM 149568107 46,626 28,314 154.62 6,079 31.21 0.0028
2018-11-14 2018-09-30 13F CAVCO INDS INC DEL COM 149568107 18,312 4,230 30.04 4,633 58.45 0.0018
2018-08-14 2018-06-30 13F CAVCO INDS INC DEL COM 149568107 14,082 2,447 21.03 2,924 44.68 0.0013
2018-05-15 2018-03-31 13F CAVCO INDS INC DEL COM 149568107 11,635 -1,650 -12.42 2,021 -0.35 0.0009
2018-02-14 2017-12-31 13F CAVCO INDS INC DEL COM 149568107 13,285 4,573 52.49 2,028 57.82 0.0008
2017-11-14 2017-09-30 13F CAVCO INDS INC DEL COM 149568107 8,712 -1,366 -13.55 1,285 -1.68 0.0006
2017-11-14 2017-06-30 13F/A-1 CAVCO INDS INC DEL COM 149568107 10,078 -1,004 -9.06 1,307 1.32 0.0007
2017-08-14 2017-06-30 13F CAVCO INDS INC DEL COM 149568107 10,078 -1,004 1,307
2017-11-14 2017-03-31 13F/A-1 CAVCO INDS INC DEL COM 149568107 11,082 1,440 14.93 1,290 33.96 0.0007
2017-05-12 2017-03-31 13F CAVCO INDS INC DEL COM 149568107 11,082 1,440 1,290
2017-02-14 2016-12-31 13F CAVCO INDS INC DEL COM 149568107 9,642 749 8.42 963 9.31 0.0005
2016-11-14 2016-09-30 13F CAVCO INDS INC DEL COM 149568107 8,893 1,725 24.07 881 31.10 0.0005
2016-08-12 2016-06-30 13F CAVCO INDS INC DEL COM 149568107 7,168 -740 -9.36 672 -9.07 0.0004
2016-05-12 2016-03-31 13F CAVCO INDS INC DEL COM 149568107 7,908 6,683 545.55 739 624.51 0.0005
2016-02-16 2015-12-31 13F CAVCO INDS INC DEL COM 149568107 1,225 773 171.02 102 229.03 0.0001
2015-11-13 2015-09-30 13F CAVCO INDS INC DEL COM 149568107 452 169 59.72 31 47.62 0.0000
2015-08-14 2015-06-30 13F CAVCO INDS INC DEL COM 149568107 283 283 0.00 21 0.0000
2015-05-14 2015-03-31 13F CAVCO INDS INC DEL COM 149568107 0 -3,423 -100.00 0 -100.00
2015-02-17 2014-12-31 13F CAVCO INDS INC DEL COM 149568107 3,423 3,423 271 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.