Position in SKY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$83,729,597
+$26,667,281 QoQ
Shares Held
950,177
+23.8% QoQ
Ownership
1.75%
of shares outstanding
% of Portfolio
4.25%
of 13F equity value
Holder Rank
#14
of 368 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in SKY Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026CRAMER ROSENTHAL MCGLYNN LLC holds $90,317,484 across 2 Residential Construction names. SKY ranks #1 (92.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SKY |
Champion Homes, Inc.
This page
|
950,177 | $83,729,597 | |
| 2 | MHO |
M/I Homes, Inc.
|
40,972 | $6,587,887 |
All Filings in SKY
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,729,597 | 950,177 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $57,062,316 | 767,276 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $70,640,225 | 835,979 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $50,699,751 | 663,870 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $38,650,092 | 617,315 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $52,471,454 | 553,730 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $52,798,065 | 599,297 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $47,719,888 | 503,109 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $35,978,840 | 531,053 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $45,604,974 | 536,466 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $42,424,366 | 571,295 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $34,135,823 | 535,716 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $30,591,395 | 467,401 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $40,187,941 | 534,201 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $32,926,273 | 639,221 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $28,197,738 | 533,341 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $29,745,949 | 627,287 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $32,617,818 | 594,348 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $62,001,669 | 785,030 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $51,437,546 | 856,436 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $60,367,153 | 1,132,592 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $50,383,839 | 1,113,209 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $36,550,288 | 1,181,328 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $18,892,579 | 705,737 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||