Position in SKY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,030,745
+$2,619,021 QoQ
Shares Held
147,875
+5.6% QoQ
Ownership
0.272%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#64
of 368 holders
Holding Since
Mar 2020
26 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, 2026Thrivent Financial for Lutherans holds $248,662,474 across 15 Residential Construction names. SKY ranks #4 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
606,796 | $98,834,931 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
525,326 | $72,079,980 | |
| 3 | IBP |
Installed Building Products, Inc.
|
154,323 | $35,469,598 | |
| 4 | SKY |
Champion Homes, Inc.
This page
|
147,875 | $13,030,745 | |
| 5 | TOL |
Toll Brothers, Inc.
|
58,299 | $9,604,758 | |
| 6 | MTH |
Meritage Homes CORP
|
70,653 | $5,924,253 | |
| 7 | CVCO |
Cavco Industries, Inc.
|
5,379 | $3,304,750 | |
| 8 | MHO |
M/I Homes, Inc.
|
17,978 | $2,890,682 |
All Filings in SKY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,030,745 | 147,875 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,411,724 | 139,999 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $17,776,434 | 210,372 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $15,085,212 | 197,528 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $129,531,950 | 2,068,870 | Shares | Sole | 2025-08-26 | |
| 2025-03-31 | $184,400,590 | 1,945,975 | Shares | Sole | 2025-08-26 | |
| 2024-12-31 | $198,687,260 | 2,255,247 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $219,007,510 | 2,308,988 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $179,003,832 | 2,642,123 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $220,019,311 | 2,588,158 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $144,976,832 | 1,952,287 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $120,571,747 | 1,892,212 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $134,488,295 | 2,054,825 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $84,223,820 | 1,119,551 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $17,427,995 | 338,342 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $16,657,909 | 315,073 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $15,301,627 | 322,683 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $22,423,528 | 408,592 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $29,929,312 | 378,948 | Shares | Defined | 2022-02-16 | |
| 2021-09-30 | $24,289,764 | 404,425 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $22,383,921 | 419,961 | Shares | Defined | 2021-09-24 | |
| 2021-03-31 | $18,706,591 | 413,314 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $12,053,357 | 389,572 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $6,159,027 | 230,072 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $5,758,697 | 236,594 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,457,338 | 156,718 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||