Position in SKY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$15,288,820
+$2,326,129 QoQ
Shares Held
173,500
-0.5% QoQ
Ownership
0.320%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#59
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, 2026GAMCO INVESTORS, INC. ET AL holds $112,553,333 across 7 Residential Construction names. SKY ranks #3 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVCO |
Cavco Industries, Inc.
|
79,844 | $49,054,556 | |
| 2 | LEN |
Lennar Corp /New/
|
455,418 | $40,410,910 | |
| 3 | SKY |
Champion Homes, Inc.
This page
|
173,500 | $15,288,820 | |
| 4 | TOL |
Toll Brothers, Inc.
|
38,377 | $6,322,610 | |
| 5 | KBH |
Kb Home
|
15,730 | $984,540 | |
| 6 | DHI |
Horton D R Inc /De/
|
3,020 | $491,897 | |
| 7 | TMHC |
Taylor Morrison Home Corp
|
294,645 | $0 |
All Filings in SKY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,288,820 | 173,500 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $12,962,691 | 174,300 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $15,024,100 | 177,800 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $13,853,518 | 181,400 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $11,357,454 | 181,400 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $17,360,032 | 183,200 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $16,976,870 | 192,700 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $19,534,357 | 205,950 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,088,612 | 207,950 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $18,604,438 | 218,850 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $16,529,681 | 222,592 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $14,361,978 | 225,392 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $14,850,081 | 226,892 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $17,309,821 | 230,092 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $12,091,972 | 234,750 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $12,411,232 | 234,750 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,165,039 | 235,450 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $13,053,208 | 237,850 | Shares | Sole | 2022-05-18 | |
| 2021-12-31 | $18,785,393 | 237,850 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $14,537,523 | 242,050 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $12,933,245 | 242,650 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $11,262,951 | 248,850 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $7,752,017 | 250,550 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $6,707,223 | 250,550 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $5,489,887 | 225,550 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,809,456 | 242,950 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||