Position in SKY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$69,528,793
+$10,555,244 QoQ
Shares Held
789,024
-0.5% QoQ
Ownership
1.45%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#17
of 368 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in SKY Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $196,503,314 across 15 Residential Construction names. SKY ranks #1 (35.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SKY |
Champion Homes, Inc.
This page
|
789,024 | $69,528,793 | |
| 2 | DHI |
Horton D R Inc /De/
|
295,335 | $48,104,162 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
197,851 | $27,147,132 | |
| 4 | LEN |
Lennar Corp /New/
|
191,635 | $17,337,296 | |
| 5 | NVR |
Nvr Inc
|
2,410 | $16,420,291 | |
| 6 | TOL |
Toll Brothers, Inc.
|
28,306 | $4,663,411 | |
| 7 | IBP |
Installed Building Products, Inc.
|
20,248 | $4,653,798 | |
| 8 | KBH |
Kb Home
|
51,545 | $3,226,200 |
All Filings in SKY
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,528,793 | 789,024 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $58,973,549 | 792,975 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $69,816,604 | 826,232 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $447,069 | 5,854 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $646,321 | 10,323 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $1,062,542 | 11,213 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $807,611 | 9,167 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $375,131 | 3,955 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $293,425 | 4,331 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $623,208 | 7,331 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $320,208 | 4,312 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $256,090 | 4,019 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $214,610 | 3,279 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $1,232,116 | 16,378 | Shares | Defined | 2024-06-13 | |
| 2022-03-31 | $209,586 | 3,819 | Shares | Defined | 2022-05-12 | |
| 2021-09-30 | $6,992,724 | 116,429 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $6,624,494 | 124,287 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $5,450,207 | 120,420 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $4,927,626 | 159,264 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $4,218,816 | 157,595 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $4,006,071 | 164,588 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $2,517,549 | 160,558 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||