CWM, LLC

Position in SKY — Champion Homes, Inc.

CIK 1535847 OMAHA, NE

Position in SKY

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$399,069

+$178,693 QoQ

Shares Held

5,366

+105.8% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Consumer Cyclical · as of Mar 31, 2026

CWM, LLC holds $23,603,683 across 20 Residential Construction names. SKY ranks #7 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOL	Toll Brothers, Inc.	59,021	$8,054,595
2	LEN	Lennar Corp /New/	64,605	$5,606,908
3	DHI	Horton D R Inc /De/	40,426	$5,547,255
4	PHM	Pultegroup Inc/Mi/	12,273	$1,443,427
5	MHO	M/I Homes, Inc.	3,532	$432,493
6	GRBK	Green Brick Partners, Inc.	6,225	$401,201
7	SKY	Champion Homes, Inc. This page	5,366	$399,069
8	MTH	Meritage Homes CORP	6,145	$380,006

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$399,069	5,366	+105.8%	Shares	Sole	2026-05-14
2025-12-31	$220,376	2,608	+8.2%	Shares	Sole	2026-01-26
2025-09-30	$184,051	2,410	+7.0%	Shares	Sole	2025-10-15
2025-06-30	$141,060	2,253	-2.5%	Shares	Sole	2025-07-25
2025-03-31	$218,990	2,311	-0.1%	Shares	Sole	2025-05-01
2024-12-31	$203,775	2,313	+1.2%	Shares	Sole	2025-02-04
2024-09-30	$216,827	2,286	+7.4%	Shares	Sole	2024-10-08
2024-06-30	$144,172	2,128	+4.3%	Shares	Sole	2024-07-10
2024-03-31	$173,420	2,040	+1.2%	Shares	Sole	2024-04-05
2023-12-31	$149,708	2,016	-0.3%	Shares	Sole	2024-02-01
2023-09-30	$128,905	2,023	-2.8%	Shares	Sole	2023-10-11
2023-06-30	$136,266	2,082	+1.0%	Shares	Sole	2023-08-03
2023-03-31	$155,124	2,062	-4.4%	Shares	Sole	2023-05-01
2022-12-31	$111,055	2,156	+8883.3%	Shares	Sole	2023-02-01
2022-09-30	$1,268	24	0.0%	Shares	Sole	2022-10-27
2022-06-30	$1,138	24	-77.4%	Shares	Sole	2022-07-28
2022-03-31	$5,817	106	—	Shares	Sole	2022-04-21
No filing history on record for this holder in this stock.