Position in SKY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,660,725
+$844,099 QoQ
Shares Held
75,587
-3.4% QoQ
Ownership
0.139%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#93
of 368 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 8%
Shared 89%
None 3%
Common Shares in SKY Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Cerity Partners LLC holds $97,596,463 across 16 Residential Construction names. SKY ranks #7 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVCO |
Cavco Industries, Inc.
|
31,514 | $19,361,570 | |
| 2 | LEN |
Lennar Corp /New/
|
172,187 | $15,575,376 | |
| 3 | DHI |
Horton D R Inc /De/
|
65,442 | $10,659,192 | |
| 4 | TOL |
Toll Brothers, Inc.
|
64,376 | $10,605,944 | |
| 5 | NVR |
Nvr Inc
|
1,508 | $10,274,605 | |
| 6 | PHM |
Pultegroup Inc/Mi/
|
60,817 | $8,344,698 | |
| 7 | SKY |
Champion Homes, Inc.
This page
|
75,587 | $6,660,725 | |
| 8 | BZH |
Beazer Homes USA Inc
|
167,143 | $4,688,360 |
All Filings in SKY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,660,725 | 75,587 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,816,626 | 78,212 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,032,058 | 59,551 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $4,454,738 | 58,331 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,903,796 | 62,351 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,305,235 | 66,539 | Shares | Other | 2025-04-30 | |
| 2024-12-31 | $10,132,733 | 115,014 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $17,904,549 | 188,767 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,844,182 | 86,261 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $16,357,454 | 192,418 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,036,818 | 81,293 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $353,900 | 5,554 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,487,393 | 83,841 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,360,320 | 84,545 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $286,086 | 5,554 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||