Blue Door Asset Management, LLC

Position in SKY — Champion Homes, Inc.

CIK 1909147 STAMFORD, CT

Position in SKY

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

Position Value

$6,430,468

-$10,122,360 QoQ

Shares Held

72,974

-67.2% QoQ

Ownership

0.134%

of shares outstanding

% of Portfolio

3.40%

of 13F equity value

Holder Rank

#95

of 368 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Blue Door Asset Management, LLC holds $7,757,528 across 2 Residential Construction names. SKY ranks #1 (82.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SKY	Champion Homes, Inc. This page	72,974	$6,430,468
2	CVCO	Cavco Industries, Inc.	2,160	$1,327,060

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,430,468	72,974	-67.2%	Shares	Sole	2026-08-14
2026-03-31	$16,552,828	222,574	+70.2%	Shares	Sole	2026-05-15
2025-12-31	$11,050,403	130,774	+64.5%	Shares	Sole	2026-02-17
2025-09-30	$6,071,415	79,500	+59.7%	Shares	Sole	2025-11-14
2024-06-30	$3,373,611	49,795	-54.4%	Shares	Sole	2024-08-14
2024-03-31	$9,291,167	109,295	-21.0%	Shares	Sole	2024-05-15
2023-12-31	$10,269,786	138,295	-11.5%	Shares	Sole	2024-02-14
2023-09-30	$9,959,117	156,295	+10.1%	Shares	Sole	2023-11-14
2023-06-30	$9,293,572	141,995	+32.7%	Shares	Sole	2023-08-14
2023-03-31	$8,049,233	106,995	-20.4%	Shares	Sole	2023-05-15
2022-12-31	$6,927,837	134,495	+19.7%	Shares	Sole	2023-02-14
2022-09-30	$5,942,323	112,395	-22.5%	Shares	Sole	2022-11-14
2022-06-30	$6,872,817	144,935	+27.6%	Shares	Sole	2022-08-15
2022-03-31	$6,233,654	113,587	-6.0%	Shares	Sole	2022-05-16
2021-12-31	$9,547,655	120,887	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.