THIRD AVENUE MANAGEMENT LLC

Position in SKY — Champion Homes, Inc.

CIK 1099281 NEW YORK, NY

Position in SKY

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$8,862,757

+$1,369,459 QoQ

Shares Held

100,576

-0.2% QoQ

Ownership

0.185%

of shares outstanding

% of Portfolio

1.46%

of 13F equity value

Holder Rank

#81

of 368 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

THIRD AVENUE MANAGEMENT LLC holds $46,461,208 across 5 Residential Construction names. SKY ranks #4 (19.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LEN	Lennar Corp /New/	149,658	$13,276,161
2	PHM	Pultegroup Inc/Mi/	95,111	$13,050,180
3	DHI	Horton D R Inc /De/	69,205	$11,272,110
4	SKY	Champion Homes, Inc. This page	100,576	$8,862,757
5	TMHC	Taylor Morrison Home Corp	85,941	$0

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,862,757	100,576	-0.2%	Shares	Sole	2026-08-12
2026-03-31	$7,493,298	100,757	-5.3%	Shares	Sole	2026-05-13
2025-12-31	$8,991,560	106,409	0.0%	Shares	Sole	2026-02-12
2025-09-30	$8,126,455	106,409	+77.7%	Shares	Sole	2025-11-14
2025-06-30	$3,748,147	59,865	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.