SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
Position in SKY — Champion Homes, Inc.
CIK 1638555
Boston, MA
Position in SKY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$35,248,000
+$7,669,225 QoQ
Shares Held
400,000
+7.9% QoQ
Ownership
0.737%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#36
of 368 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SKY Over Time
Shares Held
Position Value (USD)
Derivatives in SKY
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$37,904,000
PutShares
400,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC holds $35,248,000 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
|
400,000 | $35,248,000 |
All Filings in SKY
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,248,000 | 400,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $27,578,775 | 370,832 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $39,785,304 | 470,832 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $37,632,844 | 492,770 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $21,460,829 | 342,770 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $47,168,685 | 497,770 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $37,904,000 | 400,000 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $46,496,537 | 527,770 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $38,383,234 | 404,673 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $22,228,775 | 328,100 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $31,438,228 | 369,818 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $25,606,184 | 344,818 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $19,051,770 | 298,992 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $16,305,034 | 249,122 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $21,787,886 | 289,617 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $26,168,264 | 508,023 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $13,082,417 | 247,445 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,733,841 | 247,445 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $31,614,337 | 576,063 | Shares | Sole | 2022-05-16 | |
| 2022-03-31 | $12,073,600 | 220,000 | Put | Sole | 2022-05-16 | |
| 2021-12-31 | $91,363,985 | 1,156,799 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $7,898,000 | 100,000 | Put | Sole | 2022-02-14 | |
| 2021-09-30 | $73,041,068 | 1,216,135 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $43,977,243 | 825,089 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $35,414,094 | 782,459 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $27,703,242 | 895,386 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $15,226,535 | 568,791 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||