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 ($7.1m this quarter). Holder counts are more reliable. Shares outstanding: 57.6bn as of 2023-10-23, 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 ≈ $63.89. Options: 8 managers hold calls ($6.2m notional), 8 hold puts ($14.7m).
Trends to Q3 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 264 |
| Q4 2022 | 253 |
| Q1 2023 | 286 |
| Q2 2023 | 275 |
| Q3 2023 | 284 |
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 |
| Q2 2023 | 125 | 159 |
| Q3 2023 | 138 | 138 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2022 | $1.7m | $1.0m | 0.61 |
| Q1 2023 | $12.1m | $2.3m | 0.19 |
| Q2 2023 | $3.8m | $2.8m | 0.75 |
| Q3 2023 | $6.2m | $14.7m | 2.35 |
Biggest buyers
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | Added | +310.1k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Added | +178.1k |
| Man Group plc | New | +169.7k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | New | +100.0k |
| VOYA INVESTMENT MANAGEMENT LLC | Added | +93.4k |
| Capital World Investors | Added | +90.7k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | New | +86.5k |
| ROYCE & ASSOCIATES LP | Added | +80.4k |
| Driehaus Capital Management LLC | Added | +76.0k |
| Rock Creek Group LLC | Added | +70.0k |
Biggest sellers
| GOLDMAN SACHS GROUP INC | Reduced | -181.7k |
| Thrivent Financial for Lutherans | Reduced | -162.6k |
| Man Group plc | Sold out | -137.6k |
| Integrated Investment Consultants, LLC | Reduced | -136.8k |
| PANAGORA ASSET MANAGEMENT INC | Sold out | -130.1k |
| LAZARD ASSET MANAGEMENT LLC | Reduced | -119.5k |
| VANGUARD GROUP INC | Reduced | -114.9k |
| CHILTON INVESTMENT CO INC. | Reduced | -110.3k |
| BlackRock Inc. | Reduced | -110.3k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -98.3k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $3.6m56.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.8m27.7k shares |
| PEAK6 Investments LLC | Reduced | $331.3k5.2k shares |
| SIMPLEX TRADING, LLC | Added | $248.0k3.9k shares |
| JANE STREET GROUP, LLC | Reduced | $229.4k3.6k shares |
| Walleye Trading LLC | Added | $70.1k1.1k shares |
| GROUP ONE TRADING LLC | Reduced | $6.4k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $8.4m131.4k shares |
| CITADEL ADVISORS LLC | Added | $3.3m52.1k shares |
| SIMPLEX TRADING, LLC | Added | $1.3m21.1k shares |
| Walleye Trading LLC | Reduced | $656.3k10.3k shares |
| WOLVERINE TRADING, LLC | New | $643.6k10.1k shares |
| JANE STREET GROUP, LLC | New | $229.4k3.6k shares |
| GROUP ONE TRADING LLC | Added | $127.4k2.0k 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 Q3 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 2 | $1.4m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-09-14 | Burkhardt Timothy A. VP & Controller | Sold | $292.2k4.1k shares |
| 2023-09-01 | Anderson Keith A Director | Sold | $366.3k5.0k shares |
| 2023-08-30 | Anderson Keith A Director | Sold | $726.4k10.0k 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, Q3 2023
| Manager | Shares | Change |
|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP 0.10% of their portfolio | 8.0m $508.8m | Reduced -11.5k |
| VANGUARD GROUP INC 0.01% of their portfolio | 5.7m $366.1m | Reduced -114.9k |
| BlackRock Inc. 0.01% of their portfolio | 4.1m $259.1m | Reduced -110.3k |
| Capital World Investors 0.04% of their portfolio | 3.5m $225.4m | Added +90.7k |
| MAK CAPITAL ONE LLC 35.43% of their portfolio | 3.0m $191.2m | Unchanged |
| AMERICAN CENTURY COMPANIES INC 0.14% of their portfolio | 2.9m $184.3m | Reduced -23.0k |
| Thrivent Financial for Lutherans 0.29% of their portfolio | 1.9m $120.6m | Reduced -162.6k |
| WASATCH ADVISORS LP 0.62% of their portfolio | 1.5m $98.3m | Reduced -84.6k |
| T. Rowe Price Investment Management, Inc. 0.07% of their portfolio | 1.5m $92.5m | Reduced -2.8k |
| STATE STREET CORP 0.00% of their portfolio | 1.3m $85.3m | Reduced -65.8k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.2m $78.3m | Added +29.0k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 1.2m $77.3m | Reduced -29.2k |
| FMR LLC 0.01% of their portfolio | 1.2m $75.4m | Reduced -3.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.2m $74.6m | Added +46.5k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.24% of their portfolio | 1.1m $70.9m | Added +178.1k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 1.1m $67.4m | Added +7.9k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.49% of their portfolio | 1.0m $64.2m | Reduced -15.2k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.43% of their portfolio | 601.9k $38.4m | Added +310.1k |
| Burgundy Asset Management Ltd. 0.47% of their portfolio | 600.4k $38.3m | Added +32.5k |
| GW&K Investment Management, LLC 0.37% of their portfolio | 580.2k $37.0m | Added +7.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 559.3k $35.6m | Added +27.5k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 557.3k $35.5m | Added +3.6k |
| CRAMER ROSENTHAL MCGLYNN LLC 1.91% of their portfolio | 535.7k $34.1m | Added +68.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 494.5k $31.5m | Added +4.7k |
| ROYCE & ASSOCIATES LP 0.31% of their portfolio | 479.2k $30.5m | Added +80.4k |
| CONGRESS ASSET MANAGEMENT CO 0.24% of their portfolio | 434.0k $27.7m | Added +66.4k |
| LOOMIS SAYLES & CO L P 0.04% of their portfolio | 404.8k $25.8m | Reduced -62.6k |
| NORGES BANK 0.01% of their portfolio | 399.6k $25.5m | Added +8.5k |
| NEUMEIER POMA INVESTMENT COUNSEL LLC 2.44% of their portfolio | 392.6k $25.0m | Added +5.9k |
| Voss Capital, LP 2.86% of their portfolio | 357.0k $22.7m | Added +18.2k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 356.9k $22.7m | Reduced -34.8k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.13% of their portfolio | 335.1k $21.3m | Reduced -27.9k |
| MORGAN STANLEY 0.00% of their portfolio | 328.6k $20.9m | Reduced -35.0k |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 319.3k $20.3m | Added +93.4k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1.20% of their portfolio | 299.0k $19.1m | Added +49.9k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.45% of their portfolio | 292.1k $18.6m | Added +37.8k |
| Driehaus Capital Management LLC 0.24% of their portfolio | 290.7k $18.5m | Added +76.0k |
| SEI INVESTMENTS CO 0.03% of their portfolio | 287.8k $18.3m | Added +18.5k |
| ROBOTTI ROBERT 2.66% of their portfolio | 283.9k $18.1m | Reduced -2.7k |
| Ranger Investment Management, L.P. 1.14% of their portfolio | 268.6k $17.1m | Reduced -9.9k |
| Aperture Investors, LLC 2.63% of their portfolio | 259.5k $16.5m | Added +38.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 254.7k $16.2m | Reduced -2.9k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.11% of their portfolio | 231.7k $14.8m | Reduced -880 |
| GAMCO INVESTORS, INC. ET AL 0.17% of their portfolio | 225.4k $14.4m | Reduced -1.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 206.0k $13.1m | Reduced -181.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 197.4k $12.6m | Added +65.9k |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 195.8k $12.5m | Reduced -93.9k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 192.9k $12.3m | Reduced -42.3k |
| CHILTON INVESTMENT CO INC. 0.36% of their portfolio | 177.2k $11.3m | Reduced -110.3k |
| Man Group plc 0.03% of their portfolio | 169.7k $10.8m | New |
| GABELLI FUNDS LLC 0.08% of their portfolio | 161.2k $10.3m | Reduced -4.9k |
| Blue Door Asset Management, LLC 8.25% of their portfolio | 156.3k $10.0m | Added +14.3k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.29% of their portfolio | 153.0k $9.7m | Reduced -27.5k |
| Redwood Investments, LLC 1.27% of their portfolio | 147.0k $9.4m | Reduced -39.2k |
| NATIXIS ADVISORS, LLC 0.03% of their portfolio | 143.8k $9.2m | Added +65.9k |
| GREAT LAKES ADVISORS, LLC 0.08% of their portfolio | 143.3k $9.1m | Reduced -1.5k |
| Janney Montgomery Scott LLC 0.03% of their portfolio | 128.2k $8.2m | Reduced -2.6k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 125.9k $8.0m | Added +725 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 125.0k $8.0m | Reduced -17.1k |
| Rock Creek Group LLC 0.87% of their portfolio | 120.0k $6.7m | Added +70.0k |
| Swiss National Bank 0.01% of their portfolio | 119.3k $7.6m | Added +1.3k |
| Empowered Funds, LLC 0.21% of their portfolio | 113.4k $7.2m | Added +5.7k |
| California Public Employees Retirement System 0.01% of their portfolio | 112.7k $7.2m | Reduced -1.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 112.0k $7.1m | Reduced -9.6k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.41% of their portfolio | 100.0k $6.4m | New |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 89.1k $5.7m | Reduced -4.9k |
| FRED ALGER MANAGEMENT, LLC 0.03% of their portfolio | 88.7k $5.7m | Added +44.7k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 87.2k $5.6m | Reduced -4.1k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC 0.68% of their portfolio | 86.5k $5.5m | New |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 84.3k $5.4m | Reduced -87.9k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 83.9k $5.3m | Added +1.5k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 83.6k $5.3m | Reduced -20.9k |
| BARCLAYS PLC 0.00% of their portfolio | 81.9k $5.2m | Reduced -4.4k |
| SG Capital Management LLC 2.17% of their portfolio | 79.7k $5.1m | Added +10.4k |
| CW Advisors, LLC 0.10% of their portfolio | 79.4k $5.1m | Added +3.8k |
| GENDELL JEFFREY L 0.27% of their portfolio | 75.0k $4.8m | Unchanged |
| Invesco Ltd. 0.00% of their portfolio | 71.9k $4.6m | Reduced -6.4k |
| Point72 Asset Management, L.P. 0.02% of their portfolio | 69.1k $4.4m | Added +5.5k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 69.1k $4.4m | New |
| Corient Private Wealth LP 0.01% of their portfolio | 68.3k $4.3m | Reduced -405 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 65.7k $4.2m | Added +8.4k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 65.4k $4.2m | Reduced -2.9k |
| Mirador Capital Partners LP 0.89% of their portfolio | 61.2k $3.9m | Added +1.4k |
| Portolan Capital Management, LLC 0.36% of their portfolio | 61.0k $3.9m | Added +11.8k |
| Teton Advisors, Inc. 1.19% of their portfolio | 60.5k $3.9m | Reduced -2.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 59.8k $3.8m | Reduced -5.7k |
| Integrated Investment Consultants, LLC 1.35% of their portfolio | 58.3k $3.7m | Reduced -136.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 56.2k $3.6m | Added +7.6k |
| UBS Group AG 0.00% of their portfolio | 55.6k $3.5m | Added +11.0k |
| Ulland Investment Advisors, LLC 3.88% of their portfolio | 55.5k $3.5m | Reduced -541 |
| First Eagle Investment Management, LLC 0.01% of their portfolio | 52.6k $3.3m | Reduced -421 |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 52.6k $3.3m | Added +4.3k |
| Legal & General Group Plc 0.00% of their portfolio | 52.4k $3.3m | Added +2.3k |
| MEEDER ASSET MANAGEMENT INC 0.26% of their portfolio | 51.3k $3.3m | Reduced -77 |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 47.3k $3.0m | Reduced -4.6k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 46.3k $2.9m | Reduced -7.1k |
| Kingfisher Capital LLC 0.78% of their portfolio | 44.8k $2.9m | Added +282 |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 42.5k $2.7m | New |
| TD Asset Management Inc 0.00% of their portfolio | 42.3k $2.7m | Unchanged |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 41.7k $2.7m | Reduced -2.5k |