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Tensile Capital Management LP

Position in SKY — Champion Homes, Inc.

CIK 1598843 LARKSPUR, CA

Position in SKY

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$17,939,733
+$2,237,029 QoQ
Shares Held
203,583
-3.6% QoQ
Ownership
0.375%
of shares outstanding
% of Portfolio
2.48%
of 13F equity value
Holder Rank
#56
of 368 holders
Holding Since
Sep 2025
4 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, 2026

Tensile Capital Management LP holds $17,939,733 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
203,583 $17,939,733

All Filings in SKY

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $17,939,733 203,583
2026-03-31 $15,702,704 211,143
2025-12-31 $21,003,489 248,562
2025-09-30 $23,534,331 308,162