Position in SKY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$55,724,796
-$39,645,358 QoQ
Shares Held
632,374
-50.7% QoQ
Ownership
1.17%
of shares outstanding
% of Portfolio
7.84%
of 13F equity value
Holder Rank
#21
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)
Derivatives in SKY
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$74,370,000
PutShares
1,000,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026MAK CAPITAL ONE LLC holds $55,724,796 across 1 Residential Construction name. SKY ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SKY |
Champion Homes, Inc.
This page
|
632,374 | $55,724,796 |
All Filings in SKY
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,724,796 | 632,374 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $74,370,000 | 1,000,000 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $95,370,154 | 1,282,374 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $126,750,000 | 1,500,000 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $169,000,000 | 2,000,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $152,740,000 | 2,000,000 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $114,555,000 | 1,500,000 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $156,525,000 | 2,500,000 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $93,915,000 | 1,500,000 | Put | Sole | 2025-08-14 | |
| 2025-03-31 | $94,760,000 | 1,000,000 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $236,900,000 | 2,500,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $88,100,000 | 1,000,000 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $220,250,000 | 2,500,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $237,125,000 | 2,500,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $203,250,000 | 3,000,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $255,030,000 | 3,000,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $222,780,000 | 3,000,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $191,160,000 | 3,000,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $196,350,000 | 3,000,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $225,690,000 | 3,000,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $154,530,000 | 3,000,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $158,610,000 | 3,000,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $142,260,000 | 3,000,000 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $164,640,000 | 3,000,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $236,940,000 | 3,000,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $180,180,000 | 3,000,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $159,900,000 | 3,000,000 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $135,780,000 | 3,000,000 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $104,223,215 | 3,368,559 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $90,176,324 | 3,368,559 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $81,990,726 | 3,368,559 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $52,819,005 | 3,368,559 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||