MORGAN STANLEY

Position in SKY — Champion Homes, Inc.

CIK 895421 NEW YORK, NY

Back to SKY Full portfolio

Position in SKY

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$27,903,283

-$1,077,807 QoQ

Shares Held

316,651

-18.7% QoQ

Ownership

0.583%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#46

of 368 holders

Holding Since

Mar 2020

26 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, 2026

MORGAN STANLEY holds $2,146,276,330 across 19 Residential Construction names. SKY ranks #11 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	3,696,034	$602,010,011
2	PHM	Pultegroup Inc/Mi/	2,565,379	$351,995,644
3	LEN	Lennar Corp /New/	3,730,132	$337,205,418
4	NVR	Nvr Inc	31,899	$217,340,634
5	TOL	Toll Brothers, Inc.	1,156,108	$190,468,786
6	IBP	Installed Building Products, Inc.	636,759	$146,352,684
7	MTH	Meritage Homes CORP	804,790	$67,481,635
8	KBH	Kb Home	907,781	$56,818,009

All Filings in SKY

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,903,283	316,651	-18.7%	Shares	Defined	2026-08-13
2026-03-31	$28,981,090	389,688	-3.7%	Shares	Defined	2026-05-15
2025-12-31	$34,207,963	404,828	-2.8%	Shares	Defined	2026-05-27
2025-09-30	$31,811,462	416,544	-4.5%	Shares	Defined	2026-05-27
2025-06-30	$27,313,171	436,243	-7.9%	Shares	Defined	2025-08-15
2025-03-31	$44,897,094	473,798	-21.4%	Shares	Defined	2025-05-15
2024-12-31	$53,101,478	602,741	+47.3%	Shares	Defined	2025-05-15
2024-09-30	$38,809,012	409,162	+54.7%	Shares	Defined	2025-05-14
2024-06-30	$17,917,567	264,466	+11.2%	Shares	Defined	2025-05-14
2024-03-31	$20,224,555	237,908	-35.4%	Shares	Defined	2024-10-17
2023-12-31	$27,360,127	368,437	+12.1%	Shares	Defined	2024-08-16
2023-09-30	$20,937,941	328,593	-9.6%	Shares	Defined	2023-11-15
2023-06-30	$23,794,998	363,560	+61.2%	Shares	Defined	2023-08-14
2023-03-31	$16,969,024	225,562	+49.6%	Shares	Defined	2023-05-15
2022-12-31	$7,764,407	150,736	-9.4%	Shares	Defined	2023-02-14
2022-09-30	$8,796,348	166,377	+18.2%	Shares	Defined	2022-11-14
2022-06-30	$6,674,312	140,749	-32.8%	Shares	Defined	2022-10-27
2022-03-31	$11,494,942	209,456	-17.5%	Shares	Defined	2022-10-27
2021-12-31	$20,046,937	253,823	+18.4%	Shares	Defined	2022-02-14
2021-09-30	$12,875,599	214,379	+80.7%	Shares	Defined	2021-11-15
2021-06-30	$6,323,616	118,642	+153.6%	Shares	Defined	2021-08-23
2021-03-31	$2,116,988	46,774	-34.4%	Shares	Defined	2021-05-17
2020-12-31	$2,204,813	71,261	-2.5%	Shares	Defined	2021-02-16
2020-09-30	$1,956,563	73,088	+5.6%	Shares	Defined	2020-11-13
2020-06-30	$1,684,057	69,189	+98.5%	Shares	Defined	2020-08-14
2020-03-31	$546,603	34,860	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.