Position in SKY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$28,323,882
-$5,329,434 QoQ
Shares Held
321,424
-29.0% QoQ
Ownership
0.592%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#45
of 368 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 4%
Shared 96%
None 0%
Common Shares in SKY Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026MARSHALL WACE, LLP holds $268,189,901 across 12 Residential Construction names. SKY ranks #5 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
|
451,257 | $61,916,972 | |
| 2 | NVR |
Nvr Inc
|
8,803 | $59,978,358 | |
| 3 | TOL |
Toll Brothers, Inc.
|
353,898 | $58,304,694 | |
| 4 | CVCO |
Cavco Industries, Inc.
|
74,839 | $45,979,584 | |
| 5 | SKY |
Champion Homes, Inc.
This page
|
321,424 | $28,323,882 | |
| 6 | LGIH |
LGI Homes, Inc.
|
87,774 | $5,589,447 | |
| 7 | DFH |
Dream Finders Homes, Inc.
|
251,026 | $4,332,708 | |
| 8 | LEN |
Lennar Corp /New/
|
16,116 | $1,458,336 |
All Filings in SKY
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,323,882 | 321,424 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $33,653,316 | 452,512 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $104,542,554 | 1,237,190 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $106,737,919 | 1,397,642 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $7,004,430 | 111,874 | Shares | Other | 2025-08-13 | |
| 2024-12-31 | $676,784 | 7,682 | Shares | Other | 2025-02-13 | |
| 2024-06-30 | $1,253,375 | 18,500 | Shares | Other | 2024-08-14 | |
| 2021-09-30 | $310,750 | 5,174 | Shares | Sole | 2021-11-15 | |
| 2020-12-31 | $1,540,409 | 49,787 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,614,973 | 97,683 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,453,691 | 100,809 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,751,393 | 111,696 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||