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 ($16.5m 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 ≈ $85.00. Options: 7 managers hold calls ($5.3m notional), 6 hold puts ($2.5m).
Trends to Q1 2024
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 |
| Q1 2024 | 275 |
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 |
| Q1 2024 | 122 | 140 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $3.8m | $2.8m | 0.75 |
| Q3 2023 | $6.2m | $14.7m | 2.35 |
| Q4 2023 | $12.7m | $9.6m | 0.75 |
| Q1 2024 | $5.3m | $2.5m | 0.47 |
Biggest buyers
| Thrivent Financial for Lutherans | Added | +635.9k |
| Driehaus Capital Management LLC | New | +247.9k |
| T. Rowe Price Investment Management, Inc. | Added | +214.0k |
| AMERIPRISE FINANCIAL INC | Added | +154.8k |
| Cerity Partners LLC | Added | +111.1k |
| Forge First Asset Management Inc. | New | +110.5k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | Added | +105.3k |
| VOYA INVESTMENT MANAGEMENT LLC | Added | +102.8k |
| Qube Research & Technologies Ltd | Added | +88.3k |
| NORGES BANK | Added | +86.9k |
Biggest sellers
| AMERICAN CENTURY COMPANIES INC | Reduced | -578.8k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | Reduced | -166.9k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | Sold out | -132.7k |
| VANGUARD GROUP INC | Reduced | -114.4k |
| WASATCH ADVISORS LP | Reduced | -110.0k |
| ALLIANCEBERNSTEIN L.P. | Reduced | -97.2k |
| ROYCE & ASSOCIATES LP | Reduced | -87.7k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | -86.9k |
| GOLDMAN SACHS GROUP INC | Reduced | -79.6k |
| Point72 Asset Management, L.P. | Sold out | -70.0k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $1.9m22.0k shares |
| Walleye Trading LLC | Reduced | $1.2m13.8k shares |
| PEAK6 Investments LLC | Added | $739.6k8.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $714.1k8.4k shares |
| JANE STREET GROUP, LLC | Reduced | $637.6k7.5k shares |
| SIMPLEX TRADING, LLC | Added | $178.0k2.1k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $977.6k11.5k shares |
| Walleye Trading LLC | Added | $926.6k10.9k shares |
| JANE STREET GROUP, LLC | New | $272.0k3.2k shares |
| SIMPLEX TRADING, LLC | Added | $204.0k2.4k shares |
| GROUP ONE TRADING LLC | New | $93.5k1.1k 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 2024
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 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 | — |
| Q1 2024 | 0 | — | 0 | — | — |
None reported in Q1 2024.
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP 0.12% of their portfolio | 8.0m $681.6m | Reduced -29.9k |
| VANGUARD GROUP INC 0.01% of their portfolio | 5.2m $446.1m | Reduced -114.4k |
| BlackRock Inc. 0.01% of their portfolio | 4.4m $369.8m | Added +469 |
| Capital World Investors 0.05% of their portfolio | 3.5m $300.9m | Added +2.3k |
| MAK CAPITAL ONE LLC 50.56% of their portfolio | 3.0m $255.0m | Unchanged |
| Thrivent Financial for Lutherans 0.44% of their portfolio | 2.6m $220.0m | Added +635.9k |
| T. Rowe Price Investment Management, Inc. 0.11% of their portfolio | 2.1m $178.6m | Added +214.0k |
| AMERICAN CENTURY COMPANIES INC 0.10% of their portfolio | 1.8m $157.1m | Reduced -578.8k |
| STATE STREET CORP 0.01% of their portfolio | 1.4m $122.3m | Added +7.9k |
| WASATCH ADVISORS LP 0.63% of their portfolio | 1.4m $121.3m | Reduced -110.0k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.3m $111.3m | Reduced -1.3k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 1.3m $106.9m | Added +154.8k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.26% of their portfolio | 1.2m $101.6m | Reduced -37.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.2m $100.1m | Reduced -52.6k |
| FMR LLC 0.01% of their portfolio | 1.2m $98.4m | Reduced -10.8k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 1.1m $90.2m | Reduced -97.2k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.60% of their portfolio | 808.5k $68.7m | Added +105.3k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.46% of their portfolio | 792.0k $67.3m | Reduced -166.9k |
| Burgundy Asset Management Ltd. 0.65% of their portfolio | 744.0k $63.2m | Added +7.5k |
| MORGAN STANLEY 0.00% of their portfolio | 713.7k $60.7m | Reduced -23.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 583.4k $49.6m | Added +9.8k |
| CONGRESS ASSET MANAGEMENT CO 0.34% of their portfolio | 553.4k $47.0m | Added +55.8k |
| NORGES BANK 0.01% of their portfolio | 551.2k $46.9m | Added +86.9k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 537.4k $45.7m | Reduced -10.4k |
| CRAMER ROSENTHAL MCGLYNN LLC 2.48% of their portfolio | 536.5k $45.6m | Reduced -34.8k |
| GW&K Investment Management, LLC 0.40% of their portfolio | 530.1k $45.1m | Reduced -10.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 507.7k $43.2m | Reduced -248 |
| VOYA INVESTMENT MANAGEMENT LLC 0.04% of their portfolio | 478.3k $40.7m | Added +102.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.04% of their portfolio | 458.8k $39.0m | Added +35.6k |
| NEUMEIER POMA INVESTMENT COUNSEL LLC 3.16% of their portfolio | 405.0k $34.4m | Reduced -43.2k |
| ROYCE & ASSOCIATES LP 0.30% of their portfolio | 401.5k $34.1m | Reduced -87.7k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1.50% of their portfolio | 369.8k $31.4m | Added +25.0k |
| LOOMIS SAYLES & CO L P 0.04% of their portfolio | 358.6k $30.5m | Reduced -4.8k |
| Ranger Investment Management, L.P. 1.71% of their portfolio | 312.8k $26.6m | Reduced -49.3k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.46% of their portfolio | 263.2k $22.4m | Reduced -60.2k |
| Driehaus Capital Management LLC 0.21% of their portfolio | 247.9k $21.1m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 230.2k $19.6m | Reduced -23.3k |
| Voss Capital, LP 1.58% of their portfolio | 225.0k $19.1m | Reduced -21.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 219.3k $18.6m | Reduced -15.0k |
| GAMCO INVESTORS, INC. ET AL 0.19% of their portfolio | 218.8k $18.6m | Reduced -3.7k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.08% of their portfolio | 216.0k $18.4m | Reduced -86.9k |
| Aperture Investors, LLC 2.17% of their portfolio | 199.1k $16.9m | Added +28.7k |
| Cerity Partners LLC 0.04% of their portfolio | 192.4k $16.4m | Added +111.1k |
| CHILTON INVESTMENT CO INC. 0.44% of their portfolio | 190.4k $16.2m | Added +738 |
| SEI INVESTMENTS CO 0.02% of their portfolio | 183.8k $15.6m | Reduced -60.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 176.3k $15.0m | Reduced -43.8k |
| NATIXIS ADVISORS, LLC 0.03% of their portfolio | 176.0k $15.0m | Added +41.4k |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.27% of their portfolio | 174.4k $14.8m | Added +21.1k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.09% of their portfolio | 170.4k $14.5m | Added +8.2k |
| BESSEMER GROUP INC 0.02% of their portfolio | 156.8k $13.3m | Added +10.3k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 152.9k $13.0m | Added +88.3k |
| GABELLI FUNDS LLC 0.09% of their portfolio | 151.4k $12.9m | Reduced -5.5k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 148.5k $12.6m | Reduced -2.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 145.8k $12.4m | Reduced -79.6k |
| GREAT LAKES ADVISORS, LLC 0.10% of their portfolio | 139.7k $11.9m | Reduced -679 |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 136.9k $11.6m | Reduced -16.9k |
| ROBOTTI ROBERT 1.51% of their portfolio | 130.9k $11.1m | Added +765 |
| Invesco Ltd. 0.00% of their portfolio | 130.0k $11.1m | Added +61.8k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 125.0k $10.6m | Added +12.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 117.3k $10.0m | Added +2.1k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.28% of their portfolio | 116.6k $9.9m | Reduced -14.0k |
| Forge First Asset Management Inc. 2.97% of their portfolio | 110.5k $9.4m | New |
| Blue Door Asset Management, LLC 6.29% of their portfolio | 109.3k $9.3m | Reduced -29.0k |
| Pier Capital, LLC 1.27% of their portfolio | 108.5k $9.2m | Added +31.3k |
| Swiss National Bank 0.01% of their portfolio | 108.0k $9.2m | Added +1.1k |
| Man Group plc 0.02% of their portfolio | 101.4k $8.6m | Added +1.3k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.49% of their portfolio | 101.4k $8.6m | Added +730 |
| California Public Employees Retirement System 0.01% of their portfolio | 101.0k $8.6m | Reduced -5.4k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.09% of their portfolio | 93.2k $7.9m | Added +7.3k |
| BARCLAYS PLC 0.00% of their portfolio | 91.5k $7.8m | Reduced -41.2k |
| CW Advisors, LLC 0.13% of their portfolio | 88.9k $7.6m | Added +3.6k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 87.8k $7.5m | Reduced -3.5k |
| FRED ALGER MANAGEMENT, LLC 0.04% of their portfolio | 86.0k $7.3m | Reduced -1.9k |
| First Eagle Investment Management, LLC 0.02% of their portfolio | 85.4k $7.3m | Added +28.7k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 84.5k $7.2m | Added +888 |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 82.5k $7.0m | Added +686 |
| Portolan Capital Management, LLC 0.52% of their portfolio | 80.6k $6.9m | Reduced -1.8k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 79.8k $6.8m | Reduced -1.6k |
| UBS Group AG 0.00% of their portfolio | 78.7k $6.7m | Reduced -2.5k |
| GENDELL JEFFREY L 0.25% of their portfolio | 75.0k $6.4m | Unchanged |
| CASTLEARK MANAGEMENT LLC 0.26% of their portfolio | 74.9k $6.4m | New |
| Mirador Capital Partners LP 1.09% of their portfolio | 67.2k $5.7m | Added +2.1k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 67.0k $5.7m | Added +11.4k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 66.5k $5.7m | Reduced -13.6k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 66.4k $5.6m | Added +35.1k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 63.1k $5.4m | Reduced -1.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 60.7k $5.2m | Added +16.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 58.5k $5.0m | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 54.6k $4.6m | Reduced -2.5k |
| Legal & General Group Plc 0.00% of their portfolio | 54.2k $4.6m | Added +935 |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 53.3k $4.5m | Added +7.3k |
| Ulland Investment Advisors, LLC 3.60% of their portfolio | 53.0k $4.5m | Reduced -625 |
| Integrated Investment Consultants, LLC 1.20% of their portfolio | 51.2k $4.3m | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 49.0k $4.2m | Added +4.5k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 48.3k $4.1m | Added +4.5k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 44.6k $3.8m | New |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 44.4k $3.8m | Reduced -19.3k |
| Kingfisher Capital LLC 0.89% of their portfolio | 43.3k $3.7m | Reduced -267 |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 42.5k $3.6m | Added +11.1k |
| TD Asset Management Inc 0.00% of their portfolio | 42.3k $3.6m | Unchanged |