Point72 Asset Management, L.P.

Position in SKY — Champion Homes, Inc.

CIK 1603466 STAMFORD, CT

Position in SKY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$83,919,848

+$34,603,168 QoQ

Shares Held

952,336

+43.6% QoQ

Ownership

1.75%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#13

of 368 holders

Holding Since

Jun 2023

10 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Consumer Cyclical · as of Jun 30, 2026

Point72 Asset Management, L.P. holds $172,085,180 across 10 Residential Construction names. SKY ranks #1 (48.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SKY	Champion Homes, Inc. This page	952,336	$83,919,848
2	CVCO	Cavco Industries, Inc.	109,528	$67,291,812
3	DFH	Dream Finders Homes, Inc.	457,332	$7,893,550
4	LGIH	LGI Homes, Inc.	71,200	$4,534,016
5	LEN	Lennar Corp /New/	29,118	$2,583,057
6	MTH	Meritage Homes CORP	30,710	$2,575,033
7	HOV	Hovnanian Enterprises Inc	11,910	$1,696,103
8	LEGH	Legacy Housing Corp	44,576	$1,171,011

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$83,919,848	952,336	+43.6%	Shares	Defined	2026-08-14
2026-03-31	$49,316,680	663,126	-29.6%	Shares	Defined	2026-05-15
2025-12-31	$79,577,959	941,751	+2.1%	Shares	Defined	2026-02-17
2025-09-30	$70,432,385	922,252	+224.3%	Shares	Defined	2025-11-14
2025-03-31	$26,950,596	284,409	+1214.5%	Shares	Defined	2025-07-21
2024-12-31	$1,906,131	21,636	+204.7%	Shares	Defined	2025-02-14
2024-09-30	$673,435	7,100	-89.9%	Shares	Defined	2024-11-14
2023-12-31	$5,201,467	70,044	+1.3%	Shares	Defined	2024-02-14
2023-09-30	$4,404,899	69,129	+8.6%	Shares	Defined	2023-11-14
2023-06-30	$4,167,136	63,669	—	Shares	Defined	2023-08-14
No filing history on record for this holder in this stock.