Position in SKY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$17,948,632
+$4,062,493 QoQ
Shares Held
203,684
+9.1% QoQ
Ownership
0.375%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#55
of 368 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in SKY Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026JPMORGAN CHASE & CO holds $1,000,240,802 across 18 Residential Construction names. SKY ranks #10 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
1,528,245 | $248,920,536 | |
| 2 | TOL |
Toll Brothers, Inc.
|
1,080,884 | $178,075,634 | |
| 3 | LEN |
Lennar Corp /New/
|
1,838,416 | $166,311,811 | |
| 4 | PHM |
Pultegroup Inc/Mi/
|
1,095,171 | $150,268,405 | |
| 5 | NVR |
Nvr Inc
|
12,070 | $82,237,730 | |
| 6 | MHO |
M/I Homes, Inc.
|
271,728 | $43,691,141 | |
| 7 | MTH |
Meritage Homes CORP
|
412,023 | $34,548,124 | |
| 8 | CVCO |
Cavco Industries, Inc.
|
37,102 | $22,794,724 |
All Filings in SKY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,948,632 | 203,684 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $13,886,139 | 186,717 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $15,416,516 | 182,444 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $8,404,209 | 110,046 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $8,003,935 | 127,838 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $30,930,892 | 326,413 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $24,702,884 | 280,396 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $12,075,066 | 127,307 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $3,632,075 | 53,610 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $9,786,094 | 115,117 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $9,413,344 | 126,762 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $7,966,527 | 125,024 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $9,300,508 | 142,101 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $8,509,940 | 113,119 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $5,352,043 | 103,933 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $4,029,907 | 76,223 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,988,502 | 63,022 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $3,309,372 | 60,302 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $3,695,393 | 46,789 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,918,015 | 31,935 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $4,161,875 | 78,084 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $1,716,076 | 37,916 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $734,082 | 23,726 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $1,057,816 | 39,515 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $818,601 | 33,632 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $1,243,093 | 79,279 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||