Philadelphia Financial Management of San Francisco, LLC

Position in SKY — Champion Homes, Inc.

CIK 1351407 SAN FRANCISCO, CA

Back to SKY Full portfolio

Position in SKY

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

Position Value

$6,265,508

-$6,867,904 QoQ

Shares Held

71,102

-54.3% QoQ

Ownership

0.131%

of shares outstanding

% of Portfolio

1.75%

of 13F equity value

Holder Rank

#96

of 368 holders

Holding Since

Sep 2025

3 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, 2026

Philadelphia Financial Management of San Francisco, LLC holds $34,771,083 across 4 Residential Construction names. SKY ranks #3 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LEGH	Legacy Housing Corp	454,425	$11,937,744
2	LGIH	LGI Homes, Inc.	175,175	$11,155,144
3	SKY	Champion Homes, Inc. This page	71,102	$6,265,508
4	CVCO	Cavco Industries, Inc.	8,810	$5,412,687

All Filings in SKY

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,265,508	71,102	-54.3%	Shares	Sole	2026-08-14
2025-12-31	$13,133,412	155,425	-18.3%	Shares	Sole	2026-02-17
2025-09-30	$14,528,705	190,241	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.