Position in SKY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$52,406,197
+$9,494,188 QoQ
Shares Held
594,714
+3.1% QoQ
Ownership
1.10%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#23
of 368 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in SKY Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $1,513,943,776 across 18 Residential Construction names. SKY ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
2,930,736 | $477,358,276 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
1,982,352 | $271,998,515 | |
| 3 | LEN |
Lennar Corp /New/
|
2,689,550 | $243,318,498 | |
| 4 | TOL |
Toll Brothers, Inc.
|
764,261 | $125,911,998 | |
| 5 | NVR |
Nvr Inc
|
17,615 | $120,018,038 | |
| 6 | IBP |
Installed Building Products, Inc.
|
271,573 | $62,418,336 | |
| 7 | SKY |
Champion Homes, Inc.
This page
|
594,714 | $52,406,197 | |
| 8 | MTH |
Meritage Homes CORP
|
504,035 | $42,263,333 |
All Filings in SKY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,406,197 | 594,714 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $42,912,009 | 577,007 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $44,773,759 | 529,867 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $30,788,258 | 403,146 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $22,379,190 | 357,438 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $23,507,395 | 248,073 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $19,043,959 | 216,163 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $22,191,294 | 233,962 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $15,152,693 | 223,656 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $14,989,811 | 176,330 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $16,344,401 | 220,097 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $12,581,065 | 197,443 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $8,609,945 | 131,550 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $17,257,683 | 229,399 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $7,128,415 | 138,389 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $7,019,230 | 132,764 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,694,549 | 183,352 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $14,303,317 | 260,629 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $24,607,085 | 311,561 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $12,635,541 | 210,382 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $10,530,959 | 197,579 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $7,986,079 | 176,449 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,480,707 | 177,140 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $6,192,541 | 231,324 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,774,287 | 196,150 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,665,269 | 169,979 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||