Form 13F security

CAVCO INDS INC DEL

Class COM

As filed on Form 13F — long US-listed positions only. No shorts, cash, bonds, or non-13F assets appear here.

Filed up to 45 days after quarter end; holdings may have changed since.

Tracked managers holding it

Share and principal positions

ManagerQuarterValue% of portfolioSH/PRN qtyPut/call
Point72 Asset Management, L.P.2026-06-30$67M<0.1%SH 109,528
GAMCO INVESTORS, INC. ET AL2026-06-30$49M0.4%SH 79,844
Duquesne Family Office LLC — Stanley Druckenmiller2026-06-30$24M0.5%SH 39,500

Total $141M across 3 of 69 managers.

Sums are across tracked reports, not unique economic ownership.

Filed rows (3) — as filed
ManagerClassPut/callValue% of portfolioSH/PRN qtySource
Point72 Asset Management, L.P.COM$67M<0.1%SH 109,5280000919574-26-005520
GAMCO INVESTORS, INC. ET ALEQUITY$49M0.4%SH 79,8440001140361-26-032508
Duquesne Family Office LLCCOM$24M0.5%SH 39,5000001536411-26-000006

Quarter-to-quarter notes

Reported change, not a confirmed trade: this compares quarter-end reports filed up to 45 days later, and the position may since have changed. Amendments, corporate actions, and changes in reporting scope can also move these rows. Value change compares period-end reported values; for continuing rows it includes market price movement.

No longer reported by Bridgewater Associates, LP.

Changes appear only where the prior quarter's validated report exists.