Position in SKY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$47,794,613
+$7,118,984 QoQ
Shares Held
542,381
-0.8% QoQ
Ownership
0.999%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#28
of 370 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 7%
None 0%
Common Shares in SKY Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026GW&K Investment Management, LLC holds $192,515,606 across 10 Residential Construction names. SKY ranks #2 (24.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVCO |
Cavco Industries, Inc.
|
153,439 | $94,269,852 | |
| 2 | SKY |
Champion Homes, Inc.
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|
542,381 | $47,794,613 | |
| 3 | GRBK |
Green Brick Partners, Inc.
|
297,698 | $23,827,747 | |
| 4 | HOV |
Hovnanian Enterprises Inc
|
104,238 | $14,844,533 | |
| 5 | LEGH |
Legacy Housing Corp
|
443,546 | $11,651,953 | |
| 6 | LEN |
Lennar Corp /New/
|
421 | $38,096 | |
| 7 | DHI |
Horton D R Inc /De/
|
209 | $34,041 | |
| 8 | TOL |
Toll Brothers, Inc.
|
182 | $29,984 |
All Filings in SKY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,794,613 | 542,381 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $40,675,629 | 546,936 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $41,666,612 | 493,096 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $38,288,710 | 501,358 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $32,043,171 | 511,790 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $43,795,418 | 462,172 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $42,173,469 | 478,700 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $46,391,418 | 489,103 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $34,674,720 | 511,804 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $45,062,950 | 530,090 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $40,122,974 | 540,304 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $36,967,285 | 580,152 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $37,450,947 | 572,207 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $43,497,007 | 578,187 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $29,626,645 | 575,163 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $30,733,435 | 581,302 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $30,129,386 | 635,373 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $44,155,514 | 804,583 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $90,524,900 | 1,146,175 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $79,402,142 | 1,322,047 | Shares | Other | 2021-11-10 | |
| 2021-06-30 | $74,948,007 | 1,406,154 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $65,501,448 | 1,447,226 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $44,787,413 | 1,447,557 | Shares | Other | 2021-02-05 | |
| 2020-09-30 | $37,195,147 | 1,389,434 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $30,224,072 | 1,241,745 | Shares | Other | 2020-08-06 | |
| 2020-03-31 | $19,594,432 | 1,249,645 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||