Position in SKY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$23,670,353
+$3,556,244 QoQ
Shares Held
268,615
-0.7% QoQ
Ownership
0.495%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#51
of 368 holders
Holding Since
Jun 2020
25 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $1,296,707,559 across 15 Residential Construction names. SKY ranks #9 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVR |
Nvr Inc
|
58,535 | $398,822,362 | |
| 2 | DHI |
Horton D R Inc /De/
|
2,020,121 | $329,037,306 | |
| 3 | LEN |
Lennar Corp /New/
|
3,538,393 | $319,978,061 | |
| 4 | PHM |
Pultegroup Inc/Mi/
|
336,993 | $46,238,807 | |
| 5 | TOL |
Toll Brothers, Inc.
|
215,018 | $35,424,214 | |
| 6 | CVCO |
Cavco Industries, Inc.
|
55,036 | $33,813,017 | |
| 7 | IBP |
Installed Building Products, Inc.
|
129,558 | $29,777,609 | |
| 8 | MTH |
Meritage Homes CORP
|
322,372 | $27,030,891 |
All Filings in SKY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,670,353 | 268,615 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $20,114,109 | 270,460 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $22,574,935 | 267,159 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $20,875,509 | 273,347 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $16,373,140 | 261,510 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $24,903,969 | 262,811 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $22,635,004 | 256,924 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $410,036 | 4,323 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $1,285,352 | 18,972 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $1,473,478 | 17,333 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $1,185,486 | 15,964 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $834,795 | 13,101 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $669,880 | 10,235 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $839,415 | 11,158 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $648,149 | 12,583 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $862,890 | 16,321 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $1,508,619 | 31,814 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $2,093,287 | 38,143 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $3,957,450 | 50,107 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $662,041 | 11,023 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $447,773 | 8,401 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $507,636 | 11,216 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $411,966 | 13,315 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $212,473 | 7,937 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $218,962 | 8,996 | Shares | Defined | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||