Position in SKY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$124,594,718
+$25,512,163 QoQ
Shares Held
1,413,921
+6.1% QoQ
Ownership
2.60%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#8
of 368 holders
Holding Since
Mar 2020
26 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, 2026GEODE CAPITAL MANAGEMENT, LLC holds $4,321,906,859 across 18 Residential Construction names. SKY ranks #9 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
7,224,096 | $1,176,660,755 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
5,272,775 | $723,477,457 | |
| 3 | LEN |
Lennar Corp /New/
|
5,948,345 | $538,060,404 | |
| 4 | NVR |
Nvr Inc
|
73,735 | $502,386,040 | |
| 5 | TOL |
Toll Brothers, Inc.
|
2,490,850 | $410,367,537 | |
| 6 | IBP |
Installed Building Products, Inc.
|
747,359 | $171,772,992 | |
| 7 | CVCO |
Cavco Industries, Inc.
|
259,180 | $159,235,007 | |
| 8 | MTH |
Meritage Homes CORP
|
1,718,277 | $144,077,526 |
All Filings in SKY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,594,718 | 1,413,921 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $99,082,555 | 1,332,292 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $110,547,125 | 1,308,250 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $100,848,799 | 1,320,529 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $77,261,115 | 1,234,006 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $117,461,747 | 1,239,571 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $106,509,904 | 1,208,966 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $115,337,979 | 1,216,004 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $82,889,347 | 1,223,459 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $100,095,959 | 1,177,461 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $91,344,701 | 1,230,066 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $74,563,742 | 1,170,178 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $73,542,238 | 1,123,640 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $80,643,099 | 1,071,954 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $54,397,599 | 1,056,059 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $55,123,107 | 1,042,616 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $48,474,146 | 1,022,230 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $50,860,972 | 926,767 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $70,324,581 | 890,410 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $52,760,968 | 878,471 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $45,966,346 | 862,408 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $37,731,904 | 833,670 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $23,586,304 | 762,324 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $19,662,029 | 734,480 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $18,039,273 | 741,137 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $11,492,749 | 732,956 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||