ADAGE CAPITAL PARTNERS GP, L.L.C.

Position in SKY — Champion Homes, Inc.

CIK 1165408 Boston, MA

Position in SKY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$22,030,000

+$9,343,445 QoQ

Shares Held

250,000

+46.6% QoQ

Ownership

0.461%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#53

of 368 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

ADAGE CAPITAL PARTNERS GP, L.L.C. holds $156,714,074 across 6 Residential Construction names. SKY ranks #4 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOL	Toll Brothers, Inc.	390,000	$64,252,500
2	DHI	Horton D R Inc /De/	195,075	$31,773,816
3	PHM	Pultegroup Inc/Mi/	169,800	$23,298,258
4	SKY	Champion Homes, Inc. This page	250,000	$22,030,000
5	CVCO	Cavco Industries, Inc.	25,000	$15,359,500
6			270,503	$0

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,030,000	250,000	+46.6%	Shares	Sole	2026-08-14
2026-03-31	$12,686,555	170,587	-48.8%	Shares	Sole	2026-05-15
2025-12-31	$28,138,500	333,000	+233.0%	Shares	Sole	2026-02-17
2025-09-30	$7,637,000	100,000	-50.0%	Shares	Sole	2025-11-14
2022-12-31	$10,302,000	200,000	+58.2%	Shares	Sole	2023-02-14
2021-12-31	$9,987,731	126,459	+26.5%	Shares	Sole	2022-02-14
2021-09-30	$6,006,000	100,000	+193.9%	Shares	Sole	2021-11-15
2021-03-31	$1,540,107	34,028	-96.3%	Shares	Sole	2021-05-17
2020-12-31	$28,296,393	914,557	-9.3%	Shares	Sole	2021-02-16
2020-09-30	$26,999,472	1,008,572	-16.5%	Shares	Sole	2020-11-16
2020-06-30	$29,416,642	1,208,572	-33.4%	Shares	Sole	2020-08-14
2020-03-31	$28,453,037	1,814,607	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.