Ruffer LLP

Position in SKY — Champion Homes, Inc.

CIK 1426859 London, X0

Position in SKY

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$267,091

+$3,227 QoQ

Shares Held

3,031

-14.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#256

of 371 holders

Holding Since

Mar 2026

2 quarters on record

Consumer Cyclical · as of Jun 30, 2026

Ruffer LLP holds $8,464,368 across 5 Residential Construction names. SKY ranks #4 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MHO	M/I Homes, Inc.	45,809	$7,365,629
2	KBH	Kb Home	4,756	$297,678
3	TOL	Toll Brothers, Inc.	1,682	$277,109
4	SKY	Champion Homes, Inc. This page	3,031	$267,091
5	DHI	Horton D R Inc /De/	1,577	$256,861

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$267,091	3,031	-14.6%	Shares	Sole	2026-07-30
2026-03-31	$263,864	3,548	—	Shares	Sole	2026-05-13
No filing history on record for this holder in this stock.