Position in SKY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$283,227,811
+$1,586,244 QoQ
Shares Held
3,214,115
-15.1% QoQ
Ownership
5.92%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#3
of 368 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 83%
None 17%
Common Shares in SKY Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $581,869,114 across 7 Residential Construction names. SKY ranks #1 (48.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SKY |
Champion Homes, Inc.
This page
|
3,214,115 | $283,227,811 | |
| 2 | NVR |
Nvr Inc
|
30,426 | $207,304,503 | |
| 3 | MTH |
Meritage Homes CORP
|
772,275 | $64,755,258 | |
| 4 | LEN |
Lennar Corp /New/
|
184,844 | $16,726,532 | |
| 5 | IBP |
Installed Building Products, Inc.
|
31,249 | $7,182,270 | |
| 6 | DHI |
Horton D R Inc /De/
|
9,895 | $1,611,696 | |
| 7 | PHM |
Pultegroup Inc/Mi/
|
7,733 | $1,061,044 |
All Filings in SKY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,227,811 | 3,214,115 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $281,641,567 | 3,787,032 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $363,198,068 | 4,298,202 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $366,618,916 | 4,800,562 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $279,672,354 | 4,466,896 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $402,352,092 | 4,246,012 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $466,382,368 | 5,293,784 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $724,536,763 | 7,638,764 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $531,699,762 | 7,847,967 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $681,593,090 | 8,017,799 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $597,620,638 | 8,047,679 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $508,799,800 | 7,984,931 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $523,365,424 | 7,996,416 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $515,013,292 | 6,845,850 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $409,770,855 | 7,955,171 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $391,414,002 | 7,403,329 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $283,997,475 | 5,988,981 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $321,842,934 | 5,864,485 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $436,641,797 | 5,528,511 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $409,344,633 | 6,815,595 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $344,268,270 | 6,459,067 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $308,800,153 | 6,822,805 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $241,648,391 | 7,810,226 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $211,986,168 | 7,918,796 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $191,341,728 | 7,861,205 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $123,873,315 | 7,900,084 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||