Position in SKY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,461,765
+$1,168,832 QoQ
Shares Held
61,981
+7.4% QoQ
Ownership
0.114%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#99
of 368 holders
Holding Since
Mar 2020
23 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $452,147,766 across 14 Residential Construction names. SKY ranks #9 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
|
1,365,796 | $123,578,377 | |
| 2 | DHI |
Horton D R Inc /De/
|
672,964 | $109,612,376 | |
| 3 | NVR |
Nvr Inc
|
10,474 | $71,363,550 | |
| 4 | PHM |
Pultegroup Inc/Mi/
|
359,552 | $49,334,129 | |
| 5 | IBP |
Installed Building Products, Inc.
|
122,104 | $28,064,383 | |
| 6 | MTH |
Meritage Homes CORP
|
267,223 | $22,406,648 | |
| 7 | TOL |
Toll Brothers, Inc.
|
118,527 | $19,527,323 | |
| 8 | CVCO |
Cavco Industries, Inc.
|
31,454 | $19,324,708 |
All Filings in SKY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,461,765 | 61,981 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,292,933 | 57,724 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,198,747 | 37,855 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,206,929 | 41,992 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,249,076 | 35,922 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,622,956 | 27,680 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,134,663 | 24,230 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,738,983 | 28,877 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,852,623 | 27,345 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,261,946 | 26,608 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,664,686 | 22,417 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,753,765 | 27,523 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,443,565 | 22,056 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,486,326 | 240,969 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,187,511 | 23,054 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,033,978 | 19,557 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $749,757 | 15,811 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $706,634 | 12,876 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $873,755 | 11,063 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $520,840 | 8,672 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $480,073 | 9,007 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $245,852 | 5,432 | Shares | Sole | 2021-05-04 | |
| 2020-03-31 | $1,429,780 | 91,185 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||