NEUMEIER POMA INVESTMENT COUNSEL LLC

Position in SKY — Champion Homes, Inc.

CIK 1044936 CARMEL, CA

Position in SKY

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$51,446,747

+$16,068,120 QoQ

Shares Held

583,826

+22.7% QoQ

Ownership

1.08%

of shares outstanding

% of Portfolio

3.53%

of 13F equity value

Holder Rank

#25

of 368 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 63% Shared 14% None 22%

Consumer Cyclical · as of Jun 30, 2026

NEUMEIER POMA INVESTMENT COUNSEL LLC holds $94,273,333 across 2 Residential Construction names. SKY ranks #1 (54.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SKY	Champion Homes, Inc. This page	583,826	$51,446,747
2	CVCO	Cavco Industries, Inc.	69,707	$42,826,586

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$51,446,747	583,826	+22.7%	Shares	Sole	2026-08-13
2026-03-31	$35,378,627	475,711	-1.8%	Shares	Sole	2026-05-13
2025-12-31	$40,914,562	484,196	+40.2%	Shares	Sole	2026-02-11
2025-09-30	$26,371,019	345,306	+94.0%	Shares	Sole	2025-11-12
2025-06-30	$11,145,268	178,011	-49.6%	Shares	Sole	2025-08-12
2025-03-31	$33,484,014	353,356	-0.9%	Shares	Sole	2025-05-12
2024-12-31	$31,417,869	356,616	-1.7%	Shares	Sole	2025-02-12
2024-09-30	$34,423,910	362,930	-8.1%	Shares	Sole	2024-11-13
2024-06-30	$26,749,393	394,825	-2.5%	Shares	Sole	2024-08-13
2024-03-31	$34,429,050	405,000	-9.6%	Shares	Sole	2024-05-13
2023-12-31	$33,285,188	448,225	+14.2%	Shares	Sole	2024-02-13
2023-09-30	$25,018,702	392,635	+1.5%	Shares	Sole	2023-11-09
2023-06-30	$25,312,133	386,740	-6.1%	Shares	Sole	2023-08-10
2023-03-31	$30,980,466	411,810	+7.6%	Shares	Sole	2023-05-10
2022-12-31	$19,715,194	382,745	+7.3%	Shares	Sole	2023-02-10
2022-09-30	$18,861,372	356,750	-10.9%	Shares	Sole	2022-11-09
2022-06-30	$18,995,977	400,590	+1.9%	Shares	Sole	2022-08-10
2022-03-31	$21,572,230	393,080	—	Shares	Sole	2022-05-11
No filing history on record for this holder in this stock.