Position in SKY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$25,202
+$15,460 QoQ
Shares Held
286
+118.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#296
of 368 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in SKY Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026US BANCORP \DE\ holds $40,661,852 across 17 Residential Construction names. SKY ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
93,585 | $15,243,122 | |
| 2 | LEN |
Lennar Corp /New/
|
159,656 | $14,446,580 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
23,452 | $3,217,847 | |
| 4 | NVR |
Nvr Inc
|
431 | $2,936,574 | |
| 5 | TOL |
Toll Brothers, Inc.
|
7,821 | $1,288,509 | |
| 6 | KBH |
Kb Home
|
16,356 | $1,023,720 | |
| 7 | MTH |
Meritage Homes CORP
|
11,155 | $935,345 | |
| 8 | IBP |
Installed Building Products, Inc.
|
1,777 | $408,425 |
All Filings in SKY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,202 | 286 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $9,742 | 131 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $12,083 | 143 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $6,720 | 88 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $11,958 | 191 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $21,699 | 229 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $803,207 | 9,117 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $21,530 | 227 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $15,988 | 236 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $14,876 | 175 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $7,500 | 101 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $6,435 | 101 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $8,312 | 127 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $86,514 | 1,150 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $6,541 | 127 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $6,714 | 127 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $6,022 | 127 | Shares | Defined | 2022-08-01 | |
| 2022-03-31 | $8,012 | 146 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $11,531 | 146 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $8,768 | 146 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $7,781 | 146 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $8,689 | 192 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $5,940 | 192 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $1,740 | 65 | Shares | Defined | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||