Position in SKY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$39,852,974
+$22,734,415 QoQ
Shares Held
452,258
+96.5% QoQ
Ownership
0.833%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#31
of 368 holders
Holding Since
Dec 2020
9 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, 2026Rockefeller Capital Management L.P. holds $57,855,950 across 17 Residential Construction names. SKY ranks #1 (68.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SKY |
Champion Homes, Inc.
This page
|
452,258 | $39,852,974 | |
| 2 | DHI |
Horton D R Inc /De/
|
33,050 | $5,383,183 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
35,803 | $4,912,528 | |
| 4 | DFH |
Dream Finders Homes, Inc.
|
153,068 | $2,641,952 | |
| 5 | TOL |
Toll Brothers, Inc.
|
9,686 | $1,595,767 | |
| 6 | NVR |
Nvr Inc
|
225 | $1,533,013 | |
| 7 | LEN |
Lennar Corp /New/
|
13,138 | $1,188,481 | |
| 8 | KBH |
Kb Home
|
4,351 | $272,327 |
All Filings in SKY
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,852,974 | 452,258 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $17,118,559 | 230,181 | Shares | Defined | 2026-05-14 | |
| 2025-09-30 | $10,844 | 142 | Shares | Defined | 2025-11-14 | |
| 2022-06-30 | $236 | 5 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,042 | 19 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $157 | 2 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $120 | 2 | Shares | Defined | 2021-11-12 | |
| 2021-03-31 | $1,357 | 30 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $804 | 26 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||