Position in SKY
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$10,897,287
+$2,206,463 QoQ
Shares Held
146,528
+42.5% QoQ
Ownership
0.270%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 84%
None 16%
Common Shares in SKY Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026JANUS HENDERSON GROUP PLC holds $426,705,669 across 18 Residential Construction names. SKY ranks #8 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
|
2,546,970 | $221,178,873 | |
| 2 | TOL |
Toll Brothers, Inc.
|
528,903 | $72,179,390 | |
| 3 | CVCO |
Cavco Industries, Inc.
|
68,741 | $33,290,578 | |
| 4 | DFH |
Dream Finders Homes, Inc.
|
1,876,795 | $26,124,985 | |
| 5 | DHI |
Horton D R Inc /De/
|
170,508 | $23,397,106 | |
| 6 | IBP |
Installed Building Products, Inc.
|
48,174 | $12,773,335 | |
| 7 | MHO |
M/I Homes, Inc.
|
93,388 | $11,435,359 | |
| 8 | SKY |
Champion Homes, Inc.
This page
|
146,528 | $10,897,287 |
All Filings in SKY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,897,287 | 146,528 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $8,690,824 | 102,850 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,822,570 | 23,865 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,494,187 | 23,865 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,261,447 | 23,865 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,296,326 | 26,065 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,472,265 | 26,065 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,765,903 | 26,065 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,611,563 | 42,484 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,330,871 | 31,388 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $12,474,271 | 195,767 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $18,961,191 | 289,705 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $24,688,678 | 328,176 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $33,372,503 | 647,884 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $42,228,008 | 798,714 | Shares | Defined | 2023-01-13 | |
| 2022-06-30 | $46,550,316 | 981,660 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $64,075,307 | 1,167,553 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $94,156,717 | 1,192,159 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $75,570,675 | 1,258,253 | Shares | Defined | 2021-11-16 | |
| 2021-06-30 | $62,518,608 | 1,172,957 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $53,825,681 | 1,189,255 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $26,614,866 | 860,209 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $12,329,753 | 460,581 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $224,268 | 9,214 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||