CHAMPION HOMES INC SKY
COM · Common Stock · CUSIP 830830105
- SectorMaterials
- IndustryMobile Homes
- HeadquartersTroy, MI
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.9m this quarter). Holder counts are more reliable. Shares outstanding: 57.0m as of 2023-01-26, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $75.02. Options: 11 managers hold calls ($12.1m notional), 6 hold puts ($2.3m).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 264 |
| Q4 2022 | 253 |
| Q1 2023 | 286 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 126 | 131 |
| Q1 2023 | 168 | 115 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $5.7m | $2.5m | 0.45 |
| Q4 2022 | $1.7m | $1.0m | 0.61 |
| Q1 2023 | $12.1m | $2.3m | 0.19 |
Biggest buyers
| Capital World Investors | Added | +1.4m |
| FMR LLC | Added | +972.7k |
| Thrivent Financial for Lutherans | Added | +781.2k |
| Driehaus Capital Management LLC | New | +410.0k |
| SG Capital Management LLC | Added | +372.4k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | New | +218.6k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +217.9k |
| VICTORY CAPITAL MANAGEMENT INC | Added | +216.5k |
| BlackRock Inc. | Added | +180.3k |
| GREAT LAKES ADVISORS, LLC | New | +142.4k |
Biggest sellers
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -1.1m |
| T. Rowe Price Investment Management, Inc. | Reduced | -431.4k |
| CHILTON INVESTMENT CO INC. | Reduced | -396.0k |
| AMERIPRISE FINANCIAL INC | Reduced | -369.0k |
| JANUS HENDERSON GROUP PLC | Reduced | -319.7k |
| MILLENNIUM MANAGEMENT LLC | Sold out | -282.3k |
| Invesco Ltd. | Reduced | -241.0k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | Reduced | -218.4k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Sold out | -200.0k |
| GOLDMAN SACHS GROUP INC | Reduced | -187.3k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $5.3m70.3k shares |
| WOLVERINE TRADING, LLC | New | $2.9m38.5k shares |
| Walleye Trading LLC | New | $1.4m19.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.0m13.8k shares |
| JANE STREET GROUP, LLC | Added | $744.8k9.9k shares |
| PEAK6 Investments LLC | New | $564.2k7.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $97.0k1.3k shares |
| GROUP ONE TRADING LLC | Added | $60.2k800 shares |
| Walleye Capital LLC | New | $22.6k300 shares |
| HighTower Advisors, LLC | New | $2.2k400 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $1.2m15.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $865.1k11.5k shares |
| WOLVERINE TRADING, LLC | New | $201.0k2.7k shares |
| SIMPLEX TRADING, LLC | Added | $60.0k800 shares |
| Walleye Trading LLC | New | $22.6k300 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution +1.1 pts · filed 2025-10-17 | 15.1% |
| WELLINGTON MANAGEMENT GROUP LLP 13G · institution -1.7 pts · filed 2026-05-15 | 6.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.6% |
| STATE STREET CORP 13G · institution +0.5 pts · filed 2026-08-07 | 5.4% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.2% |
Fell to 5% or below in the last year: WASATCH ADVISORS LP (4.9%, 2026-10-09), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q1 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 2 | $2.2m | — |
| Q1 2022 | 0 | — | 2 | $690.1k | — |
| Q2 2022 | 0 | — | 1 | $343.8k | — |
| Q3 2022 | 0 | — | 1 | $395.0k | — |
| Q4 2022 | 0 | — | 2 | $379.7k | — |
| Q1 2023 | 0 | — | 5 | $5.3m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-02-28 | Burkhardt Timothy A. VP & Controller | Sold | $241.9k3.5k shares |
| 2023-02-23 | KIMMELL JOSEPH A. EVP | Sold | $579.8k8.5k shares |
| 2023-02-16 | LYALL JONATHAN WADE EVP | Sold | $869.0k11.9k shares |
| 2023-02-16 | Anderson Keith A Director | Sold | $732.6k10.0k shares |
| 2023-02-09 | KIMMELL JOSEPH A. EVP | Sold | $525.0k7.6k shares |
| 2023-01-17 | Yost Mark J. CEO & President, director | Sold | $2.3m41.8k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP 0.10% of their portfolio | 6.8m $515.0m | Reduced -1.1m |
| VANGUARD GROUP INC 0.01% of their portfolio | 6.1m $459.3m | Added +67.4k |
| BlackRock Inc. 0.01% of their portfolio | 4.0m $302.8m | Added +180.3k |
| MAK CAPITAL ONE LLC 35.51% of their portfolio | 3.0m $225.7m | Unchanged |
| Capital World Investors 0.04% of their portfolio | 2.7m $205.0m | Added +1.4m |
| AMERICAN CENTURY COMPANIES INC 0.16% of their portfolio | 2.7m $202.9m | Reduced -43.1k |
| FMR LLC 0.01% of their portfolio | 2.4m $181.5m | Added +972.7k |
| WASATCH ADVISORS LP 0.80% of their portfolio | 1.7m $128.4m | Added +86.7k |
| T. Rowe Price Investment Management, Inc. 0.08% of their portfolio | 1.5m $112.6m | Reduced -431.4k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.80% of their portfolio | 1.4m $106.0m | Reduced -21.4k |
| STATE STREET CORP 0.01% of their portfolio | 1.3m $94.2m | Added +39.0k |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 1.2m $93.4m | Reduced -33.0k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.2m $90.2m | Added +42.5k |
| Thrivent Financial for Lutherans 0.21% of their portfolio | 1.1m $84.2m | Added +781.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.1m $80.6m | Added +15.9k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 1.1m $79.7m | Reduced -369.0k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.23% of their portfolio | 859.9k $64.7m | Added +74.8k |
| CHILTON INVESTMENT CO INC. 1.55% of their portfolio | 667.4k $50.2m | Reduced -396.0k |
| NORGES BANK 0.01% of their portfolio | 582.8k $43.8m | Added +12.6k |
| GW&K Investment Management, LLC 0.42% of their portfolio | 578.2k $43.5m | Added +3.0k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 562.0k $42.3m | Added +5.6k |
| Burgundy Asset Management Ltd. 0.50% of their portfolio | 536.7k $40.4m | Added +428 |
| CRAMER ROSENTHAL MCGLYNN LLC 1.81% of their portfolio | 534.2k $40.2m | Reduced -105.0k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 530.6k $39.9m | Reduced -5.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 522.9k $39.3m | Added +15.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 479.3k $36.1m | Reduced -8.4k |
| ROYCE & ASSOCIATES LP 0.35% of their portfolio | 467.4k $35.2m | Reduced -48.6k |
| LOOMIS SAYLES & CO L P 0.06% of their portfolio | 463.7k $34.9m | Reduced -28.2k |
| Voss Capital, LP 4.33% of their portfolio | 447.5k $33.7m | Added +37.7k |
| NEUMEIER POMA INVESTMENT COUNSEL LLC 2.89% of their portfolio | 411.8k $31.0m | Added +29.1k |
| Driehaus Capital Management LLC 0.43% of their portfolio | 410.0k $30.8m | New |
| SG Capital Management LLC 10.79% of their portfolio | 395.5k $29.8m | Added +372.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.04% of their portfolio | 393.0k $29.6m | Reduced -94.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 377.1k $28.4m | Added +216.5k |
| Aperture Investors, LLC 3.86% of their portfolio | 364.5k $27.4m | Reduced -97.3k |
| CONGRESS ASSET MANAGEMENT CO 0.25% of their portfolio | 351.2k $26.4m | Added +9.1k |
| JANUS HENDERSON GROUP PLC 0.02% of their portfolio | 328.2k $24.7m | Reduced -319.7k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.15% of their portfolio | 327.1k $24.6m | Added +26.2k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1.22% of their portfolio | 289.6k $21.8m | Reduced -218.4k |
| ROBOTTI ROBERT 3.82% of their portfolio | 288.3k $21.7m | Reduced -924 |
| Ranger Investment Management, L.P. 1.36% of their portfolio | 270.1k $20.3m | Added +14.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 268.7k $20.2m | Added +1.4k |
| SEI INVESTMENTS CO 0.04% of their portfolio | 266.5k $20.0m | Reduced -18.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 241.0k $1.5m | Added +217.9k |
| GAMCO INVESTORS, INC. ET AL 0.19% of their portfolio | 230.1k $17.3m | Reduced -4.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 229.4k $17.3m | Added +91.0k |
| MORGAN STANLEY 0.00% of their portfolio | 225.6k $17.0m | Added +74.8k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.20% of their portfolio | 218.6k $16.4m | New |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.09% of their portfolio | 213.4k $16.1m | Added +15.4k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.11% of their portfolio | 199.6k $15.0m | Reduced -13.1k |
| Integrated Investment Consultants, LLC 4.61% of their portfolio | 195.2k $14.7m | Reduced -41.0k |
| Redwood Investments, LLC 1.77% of their portfolio | 183.7k $13.8m | Added +33.1k |
| Invesco Ltd. 0.00% of their portfolio | 174.4k $13.1m | Reduced -241.0k |
| GABELLI FUNDS LLC 0.10% of their portfolio | 167.7k $12.6m | Reduced -1.3k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.36% of their portfolio | 165.5k $12.5m | Reduced -32.8k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.36% of their portfolio | 161.3k $12.1m | Reduced -13.6k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 149.4k $11.2m | Added +128.7k |
| PANAGORA ASSET MANAGEMENT INC 0.07% of their portfolio | 144.6k $10.9m | Added +10.3k |
| GREAT LAKES ADVISORS, LLC 0.10% of their portfolio | 142.4k $10.7m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 128.2k $9.6m | Reduced -187.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 123.6k $9.3m | Added +21.5k |
| Swiss National Bank 0.01% of their portfolio | 116.7k $8.8m | Reduced -13.8k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 115.9k $8.7m | Added +113.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 113.1k $8.5m | Added +9.2k |
| Janney Montgomery Scott LLC 0.03% of their portfolio | 112.1k $8.4m | New |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 109.7k $8.3m | Added +31.7k |
| California Public Employees Retirement System 0.01% of their portfolio | 109.3k $8.2m | Added +2.0k |
| Blue Door Asset Management, LLC 6.92% of their portfolio | 107.0k $8.0m | Reduced -27.5k |
| UBS Group AG 0.00% of their portfolio | 105.2k $7.9m | Added +17.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 93.9k $7.1m | Reduced -11.7k |
| BARCLAYS PLC 0.01% of their portfolio | 89.9k $6.8m | Added +4.9k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 86.8k $6.5m | Added +4.0k |
| 12th Street Asset Management Company, LLC 1.36% of their portfolio | 86.2k $6.5m | Added +220 |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 84.8k $6.4m | Added +4.6k |
| Cerity Partners LLC 0.02% of their portfolio | 84.5k $6.4m | Added +79.0k |
| NATIXIS ADVISORS, LLC 0.02% of their portfolio | 81.2k $6.1m | Added +36.5k |
| ALGERT GLOBAL LLC 0.28% of their portfolio | 79.3k $6.0m | Added +32.5k |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 77.1k $5.8m | Added +59.5k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 75.2k $5.7m | Added +2.0k |
| CW Advisors, LLC 0.14% of their portfolio | 75.1k $5.6m | Added +4.1k |
| GENDELL JEFFREY L 0.53% of their portfolio | 75.0k $5.6m | Reduced -38.3k |
| Avalon Investment & Advisory 0.15% of their portfolio | 73.7k $5.5m | Reduced -2.8k |
| Teton Advisors, Inc. 1.42% of their portfolio | 71.0k $5.3m | Reduced -2.5k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 71.0k $5.3m | Reduced -10.6k |
| Empowered Funds, LLC 0.31% of their portfolio | 70.3k $5.3m | Reduced -13.1k |
| Rock Creek Group LLC 0.68% of their portfolio | 70.0k $5.3m | Added +4.7k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 69.3k $5.2m | Added +7.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 67.4k $5.1m | Reduced -965 |
| Mirador Capital Partners LP 1.14% of their portfolio | 63.8k $4.8m | Reduced -14.9k |
| First Eagle Investment Management, LLC 0.01% of their portfolio | 62.6k $4.7m | Reduced -4.1k |
| Ulland Investment Advisors, LLC 5.02% of their portfolio | 56.8k $4.3m | Reduced -5.6k |
| Man Group plc 0.02% of their portfolio | 55.9k $4.2m | New |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 55.2k $4.2m | Reduced -1.4k |
| STRS OHIO 0.01% of their portfolio | 54.6k $4.1m | Added +34.4k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 52.3k $3.9m | Reduced -47.2k |
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.57% of their portfolio | 51.9k $3.9m | Added +9.6k |
| Portolan Capital Management, LLC 0.37% of their portfolio | 51.6k $3.9m | Reduced -2.9k |
| Legal & General Group Plc 0.00% of their portfolio | 51.6k $3.9m | Added +2.5k |
| MEEDER ASSET MANAGEMENT INC 0.31% of their portfolio | 51.3k $3.9m | Added +705 |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 50.4k $3.8m | Added +11.6k |