Position in SKY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,194,247
+$649,477 QoQ
Shares Held
47,597
-0.1% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#114
of 368 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SKY Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026BESSEMER GROUP INC holds $81,837,525 across 17 Residential Construction names. SKY ranks #4 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVCO |
Cavco Industries, Inc.
|
49,960 | $30,694,421 | |
| 2 | IBP |
Installed Building Products, Inc.
|
127,235 | $29,242,082 | |
| 3 | MTH |
Meritage Homes CORP
|
55,672 | $4,664,579 | |
| 4 | SKY |
Champion Homes, Inc.
This page
|
47,597 | $4,194,247 | |
| 5 | MHO |
M/I Homes, Inc.
|
24,190 | $3,889,508 | |
| 6 | GRBK |
Green Brick Partners, Inc.
|
48,421 | $3,875,616 | |
| 7 | DHI |
Horton D R Inc /De/
|
9,739 | $1,586,286 | |
| 8 | PHM |
Pultegroup Inc/Mi/
|
8,836 | $1,212,385 |
All Filings in SKY
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,194,247 | 47,597 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,544,770 | 47,664 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $4,012,060 | 47,480 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $11,913 | 156 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $15,956,906 | 254,862 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $23,135,555 | 244,149 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $20,619,096 | 234,042 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $21,314,973 | 224,723 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $14,924,377 | 220,351 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $13,328,036 | 156,782 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $10,881,389 | 146,531 | Shares | Defined | 2024-02-09 | |
| 2022-12-31 | $5,151 | 100 | Shares | Other | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||