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 ($11.2m this quarter). Holder counts are more reliable. Shares outstanding: 57.8bn as of 2024-01-25, 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 ≈ $74.25. Options: 9 managers hold calls ($12.7m notional), 7 hold puts ($9.6m).
Trends to Q4 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 |
| Q4 2023 | 271 |
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 |
| Q4 2023 | 125 | 153 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $12.1m | $2.3m | 0.19 |
| Q2 2023 | $3.8m | $2.8m | 0.75 |
| Q3 2023 | $6.2m | $14.7m | 2.35 |
| Q4 2023 | $12.7m | $9.6m | 0.75 |
Biggest buyers
| T. Rowe Price Investment Management, Inc. | Added | +435.4k |
| MORGAN STANLEY | Added | +408.3k |
| BlackRock Inc. | Added | +283.2k |
| KORNITZER CAPITAL MANAGEMENT INC /KS | New | +153.3k |
| BESSEMER GROUP INC | New | +146.5k |
| Burgundy Asset Management Ltd. | Added | +136.1k |
| JPMORGAN CHASE & CO | Added | +128.5k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Added | +120.5k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | Added | +101.3k |
| Man Group plc | New | +100.1k |
Biggest sellers
| AMERICAN CENTURY COMPANIES INC | Reduced | -465.5k |
| VANGUARD GROUP INC | Reduced | -382.5k |
| Driehaus Capital Management LLC | Sold out | -290.7k |
| Man Group plc | Sold out | -169.7k |
| JANUS HENDERSON GROUP PLC | Reduced | -164.4k |
| ROBOTTI ROBERT | Reduced | -153.8k |
| Janney Montgomery Scott LLC | Sold out | -128.2k |
| Voss Capital, LP | Reduced | -110.9k |
| Redwood Investments, LLC | Reduced | -97.9k |
| Aperture Investors, LLC | Reduced | -89.1k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $4.6m61.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.9m39.2k shares |
| Walleye Trading LLC | Added | $2.4m32.5k shares |
| TORNO CAPITAL, LLC | First filing | $1.8m24.0k shares |
| JANE STREET GROUP, LLC | Added | $698.0k9.4k shares |
| PEAK6 Investments LLC | Reduced | $207.9k2.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $96.0k1.3k shares |
| GROUP ONE TRADING LLC | Added | $29.7k400 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $2.9m38.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.8m37.8k shares |
| Parallax Volatility Advisers, L.P. | New | $2.6m35.0k shares |
| WOLVERINE TRADING, LLC | Added | $1.2m15.6k shares |
| Walleye Trading LLC | Reduced | $74.3k1.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $74.0k1.0k 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 Q4 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q4 2023 | 0 | — | 2 | $1.5m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-12-15 | Anderson Keith A Director | Sold | $1.4m18.8k shares |
| 2023-12-14 | Berman Michael B Director | Sold | $123.1k1.7k 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, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP 0.11% of their portfolio | 8.0m $597.6m | Added +62.7k |
| VANGUARD GROUP INC 0.01% of their portfolio | 5.4m $398.2m | Reduced -382.5k |
| BlackRock Inc. 0.01% of their portfolio | 4.3m $323.0m | Added +283.2k |
| Capital World Investors 0.05% of their portfolio | 3.5m $262.7m | Added +1.3k |
| MAK CAPITAL ONE LLC 41.19% of their portfolio | 3.0m $222.8m | Unchanged |
| AMERICAN CENTURY COMPANIES INC 0.12% of their portfolio | 2.4m $180.3m | Reduced -465.5k |
| Thrivent Financial for Lutherans 0.32% of their portfolio | 2.0m $145.0m | Added +60.1k |
| T. Rowe Price Investment Management, Inc. 0.09% of their portfolio | 1.9m $140.2m | Added +435.4k |
| WASATCH ADVISORS LP 0.63% of their portfolio | 1.5m $114.1m | Reduced -5.6k |
| STATE STREET CORP 0.01% of their portfolio | 1.4m $106.3m | Added +92.5k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.3m $97.4m | Added +81.8k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.27% of their portfolio | 1.2m $91.5m | Added +120.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.2m $91.4m | Added +59.9k |
| FMR LLC 0.01% of their portfolio | 1.2m $86.8m | Reduced -15.6k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 1.2m $86.1m | Reduced -55.0k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 1.1m $81.9m | Added +44.7k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.50% of their portfolio | 958.9k $71.2m | Reduced -48.1k |
| MORGAN STANLEY 0.00% of their portfolio | 736.9k $54.7m | Added +408.3k |
| Burgundy Asset Management Ltd. 0.61% of their portfolio | 736.5k $54.7m | Added +136.1k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.52% of their portfolio | 703.2k $52.2m | Added +101.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 573.6k $42.6m | Added +14.3k |
| CRAMER ROSENTHAL MCGLYNN LLC 2.30% of their portfolio | 571.3k $42.4m | Added +35.6k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 547.8k $40.7m | Reduced -9.6k |
| GW&K Investment Management, LLC 0.37% of their portfolio | 540.3k $40.1m | Reduced -39.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 507.9k $37.7m | Added +13.5k |
| CONGRESS ASSET MANAGEMENT CO 0.29% of their portfolio | 497.6k $37.0m | Added +63.6k |
| ROYCE & ASSOCIATES LP 0.34% of their portfolio | 489.2k $36.3m | Added +10.0k |
| NORGES BANK 0.01% of their portfolio | 464.3k $34.5m | Added +64.7k |
| NEUMEIER POMA INVESTMENT COUNSEL LLC 2.97% of their portfolio | 448.2k $33.3m | Added +55.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 423.2k $31.4m | Added +66.3k |
| VOYA INVESTMENT MANAGEMENT LLC 0.03% of their portfolio | 375.5k $27.9m | Added +56.2k |
| LOOMIS SAYLES & CO L P 0.04% of their portfolio | 363.4k $27.0m | Reduced -41.4k |
| Ranger Investment Management, L.P. 1.63% of their portfolio | 362.0k $26.9m | Added +93.4k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1.39% of their portfolio | 344.8k $25.6m | Added +45.8k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.52% of their portfolio | 323.4k $24.0m | Added +31.3k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.11% of their portfolio | 302.9k $22.5m | Reduced -32.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 253.5k $18.8m | Added +128.5k |
| Voss Capital, LP 1.78% of their portfolio | 246.1k $18.3m | Reduced -110.9k |
| SEI INVESTMENTS CO 0.03% of their portfolio | 244.3k $18.1m | Reduced -43.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 234.3k $17.4m | Reduced -20.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 225.4k $16.7m | Added +19.4k |
| GAMCO INVESTORS, INC. ET AL 0.18% of their portfolio | 222.6k $16.5m | Reduced -2.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 220.1k $16.3m | Added +22.7k |
| CHILTON INVESTMENT CO INC. 0.41% of their portfolio | 189.7k $14.1m | Added +12.5k |
| Aperture Investors, LLC 2.23% of their portfolio | 170.4k $12.7m | Reduced -89.1k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.08% of their portfolio | 162.3k $12.1m | Reduced -69.4k |
| GABELLI FUNDS LLC 0.09% of their portfolio | 156.9k $11.7m | Reduced -4.3k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 153.8k $11.4m | Added +27.9k |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.22% of their portfolio | 153.3k $11.4m | New |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 151.2k $11.2m | Reduced -41.7k |
| BESSEMER GROUP INC 0.02% of their portfolio | 146.5k $10.9m | New |
| GREAT LAKES ADVISORS, LLC 0.10% of their portfolio | 140.4k $10.4m | Reduced -2.9k |
| Blue Door Asset Management, LLC 7.56% of their portfolio | 138.3k $10.3m | Reduced -18.0k |
| NATIXIS ADVISORS, LLC 0.03% of their portfolio | 134.6k $10.0m | Reduced -9.2k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC 1.05% of their portfolio | 132.7k $9.9m | Added +46.2k |
| BARCLAYS PLC 0.01% of their portfolio | 132.7k $9.9m | Added +50.8k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.29% of their portfolio | 130.7k $9.7m | Reduced -22.3k |
| ROBOTTI ROBERT 1.39% of their portfolio | 130.1k $9.7m | Reduced -153.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 115.3k $8.6m | Added +3.2k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 112.5k $8.4m | Added +43.4k |
| Swiss National Bank 0.01% of their portfolio | 106.9k $7.9m | Reduced -12.4k |
| California Public Employees Retirement System 0.01% of their portfolio | 106.3k $7.9m | Reduced -6.4k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.44% of their portfolio | 100.6k $7.5m | Added +599 |
| Man Group plc 0.02% of their portfolio | 100.1k $7.4m | New |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 91.3k $6.8m | Added +7.7k |
| FRED ALGER MANAGEMENT, LLC 0.04% of their portfolio | 87.9k $6.5m | Reduced -877 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 86.0k $6.4m | Added +44.3k |
| CW Advisors, LLC 0.12% of their portfolio | 85.2k $6.3m | Added +5.8k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 83.6k $6.2m | Reduced -299 |
| Portolan Capital Management, LLC 0.54% of their portfolio | 82.5k $6.1m | Added +21.5k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 81.8k $6.1m | Reduced -7.3k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 81.4k $6.0m | Reduced -5.8k |
| Cerity Partners LLC 0.02% of their portfolio | 81.3k $6.0m | Added +75.7k |
| UBS Group AG 0.00% of their portfolio | 81.2k $6.0m | Added +25.6k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 80.1k $6.0m | Added +14.7k |
| Rock Creek Group LLC 0.81% of their portfolio | 80.0k $5.6m | Reduced -40.0k |
| Pier Capital, LLC 0.82% of their portfolio | 77.2k $5.7m | New |
| GENDELL JEFFREY L 0.30% of their portfolio | 75.0k $5.6m | Unchanged |
| Point72 Asset Management, L.P. 0.02% of their portfolio | 70.0k $5.2m | Added +915 |
| Invesco Ltd. 0.00% of their portfolio | 68.2k $5.1m | Reduced -3.7k |
| Mirador Capital Partners LP 1.02% of their portfolio | 65.1k $4.8m | Added +4.0k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 64.6k $4.8m | Added +38.2k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 64.3k $4.8m | New |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 63.7k $4.7m | Added +17.4k |
| Corient Private Wealth LP 0.01% of their portfolio | 62.9k $4.7m | Reduced -5.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 58.5k $4.3m | Added +2.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 57.2k $4.2m | Reduced -2.6k |
| First Eagle Investment Management, LLC 0.01% of their portfolio | 56.6k $4.2m | Added +4.1k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 55.6k $4.1m | Added +38.3k |
| Ulland Investment Advisors, LLC 4.01% of their portfolio | 53.6k $4.0m | Reduced -1.8k |
| Legal & General Group Plc 0.00% of their portfolio | 53.2k $4.0m | Added +844 |
| Integrated Investment Consultants, LLC 1.20% of their portfolio | 51.2k $3.8m | Reduced -7.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 51.1k $3.8m | Reduced -33.2k |
| MEEDER ASSET MANAGEMENT INC 0.29% of their portfolio | 50.9k $3.8m | Reduced -447 |
| Redwood Investments, LLC 0.95% of their portfolio | 49.1k $3.6m | Reduced -97.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 46.0k $3.4m | Reduced -6.5k |
| CITIGROUP INC 0.00% of their portfolio | 44.5k $3.3m | Added +26.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 44.3k $3.3m | Reduced -21.3k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 43.9k $3.3m | Reduced -3.4k |
| Kingfisher Capital LLC 0.84% of their portfolio | 43.6k $3.2m | Reduced -1.2k |