Position in SKY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,090,842
+$3,985,725 QoQ
Shares Held
148,557
+21.3% QoQ
Ownership
0.274%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#63
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, 2026WELLS FARGO & COMPANY/MN holds $539,285,352 across 18 Residential Construction names. SKY ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
763,264 | $124,320,438 | |
| 2 | LEN |
Lennar Corp /New/
|
1,354,769 | $122,537,742 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
490,246 | $67,266,650 | |
| 4 | TOL |
Toll Brothers, Inc.
|
370,653 | $61,065,080 | |
| 5 | IBP |
Installed Building Products, Inc.
|
193,430 | $44,457,949 | |
| 6 | MTH |
Meritage Homes CORP
|
508,935 | $42,674,199 | |
| 7 | NVR |
Nvr Inc
|
4,912 | $33,467,418 | |
| 8 | SKY |
Champion Homes, Inc.
This page
|
148,557 | $13,090,842 |
All Filings in SKY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,090,842 | 148,557 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $9,105,117 | 122,430 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $13,554,645 | 160,410 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $10,180,424 | 133,304 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $7,895,620 | 126,108 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $12,029,591 | 126,948 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $11,327,015 | 128,570 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $11,491,550 | 121,155 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $8,172,546 | 120,628 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $9,974,816 | 117,337 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $8,558,835 | 115,255 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $7,137,722 | 112,017 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $7,962,383 | 121,656 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $9,301,510 | 123,641 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,261,951 | 102,154 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $5,465,592 | 103,378 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,238,485 | 110,470 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $7,854,588 | 143,123 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $12,739,708 | 161,303 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,857,414 | 30,926 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,000,881 | 37,540 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,023,960 | 22,624 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $3,465,123 | 111,995 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $3,254,321 | 121,566 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $2,993,308 | 122,979 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $2,703,984 | 172,448 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||