Position in SKY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,167,871
+$4,126,861 QoQ
Shares Held
69,994
+155.0% QoQ
Ownership
0.129%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#97
of 368 holders
Holding Since
Jun 2020
9 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, 2026Balyasny Asset Management L.P. holds $212,949,435 across 15 Residential Construction names. SKY ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
397,377 | $64,724,765 | |
| 2 | TOL |
Toll Brothers, Inc.
|
287,889 | $47,429,712 | |
| 3 | KBH |
Kb Home
|
608,767 | $38,102,726 | |
| 4 | MTH |
Meritage Homes CORP
|
273,317 | $22,917,630 | |
| 5 | PHM |
Pultegroup Inc/Mi/
|
107,295 | $14,721,946 | |
| 6 | SKY |
Champion Homes, Inc.
This page
|
69,994 | $6,167,871 | |
| 7 | LGIH |
LGI Homes, Inc.
|
76,590 | $4,877,251 | |
| 8 | BZH |
Beazer Homes USA Inc
|
109,859 | $3,081,544 |
All Filings in SKY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,167,871 | 69,994 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,041,010 | 27,444 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $18,399,136 | 240,921 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $20,241,938 | 323,302 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $1,464,863 | 15,444 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $216,461 | 3,195 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $2,709,246 | 42,518 | Shares | Other | 2023-11-14 | |
| 2022-12-31 | $1,660,527 | 32,237 | Shares | Sole | 2023-02-14 | |
| 2020-06-30 | $392,458 | 16,124 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||