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 ($16.6m this quarter). Holder counts are more reliable. Shares outstanding: 57.4m as of 2024-10-22, 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 ≈ $94.85. Options: 8 managers hold calls ($11.5m notional), 5 hold puts ($4.0m).
Trends to Q3 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 |
| Q2 2024 | 283 |
| Q3 2024 | 311 |
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 |
| Q2 2024 | 144 | 117 |
| Q3 2024 | 157 | 132 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $12.7m | $9.6m | 0.75 |
| Q1 2024 | $5.3m | $2.5m | 0.47 |
| Q2 2024 | $5.9m | $3.3m | 0.55 |
| Q3 2024 | $11.5m | $4.0m | 0.35 |
Biggest buyers
| FMR LLC | Added | +363.9k |
| Driehaus Capital Management LLC | Added | +306.6k |
| Assenagon Asset Management S.A. | New | +292.8k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | Added | +181.1k |
| Nuveen Asset Management, LLC | Added | +171.6k |
| GOLDMAN SACHS GROUP INC | Added | +169.7k |
| Invesco Ltd. | Added | +168.9k |
| JPMORGAN CHASE & CO | Added | +147.4k |
| MORGAN STANLEY | Added | +144.7k |
| CITADEL ADVISORS LLC | Added | +110.0k |
Biggest sellers
| Capital World Investors | Reduced | -1.0m |
| MAK CAPITAL ONE LLC | Reduced | -500.0k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -344.7k |
| Thrivent Financial for Lutherans | Reduced | -333.1k |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -324.3k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -209.2k |
| Voss Capital, LP | Reduced | -170.0k |
| LOOMIS SAYLES & CO L P | Reduced | -169.4k |
| WASATCH ADVISORS LP | Reduced | -146.5k |
| ROYCE & ASSOCIATES LP | Reduced | -132.6k |
Biggest calls
| PEAK6 Investments LLC | Added | $3.5m36.7k shares |
| CITADEL ADVISORS LLC | Added | $3.5m36.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.0m32.0k shares |
| Walleye Trading LLC | Reduced | $796.7k8.4k shares |
| JANE STREET GROUP, LLC | Reduced | $445.8k4.7k shares |
| Twin Tree Management, LP | New | $237.1k2.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $47.0k500 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $2.5m26.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.5m15.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $47.0k500 shares |
| Walleye Trading LLC | Reduced | $19.0k200 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 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q2 2024 | 0 | — | 2 | $956.1k | — |
| Q3 2024 | 0 | — | 11 | $34.5m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-09-11 | Yost Mark J. CEO & President, director | Sold | $1.3m15.0k shares |
| 2024-09-10 | Yost Mark J. CEO & President, director | Sold | $1.3m15.0k shares |
| 2024-09-06 | Kaufman Michael A +3 Director · See Footnote | Sold | $3.6m40.0k shares |
| 2024-09-05 | Kaufman Michael A +3 Director · See Footnote | Sold | $14.7m163.5k shares |
| 2024-09-04 | Kaufman Michael A +3 Director · See Footnote | Sold | $7.2m80.0k shares |
| 2024-08-23 | LYALL JONATHAN WADE EVP Sales/Business Development | Sold | $899.0k10.0k shares |
| 2024-08-21 | KIMMELL JOSEPH A. EVP, Operations | Sold | $262.6k3.0k shares |
| 2024-08-19 | Hough Laurie M. EVP, CFO, Treasurer | Sold | $474.6k5.4k shares |
| 2024-08-19 | Burkhardt Timothy A. VP & Controller | Sold | $257.0k2.9k shares |
| 2024-08-15 | LYALL JONATHAN WADE EVP Sales/Business Development | Sold | $1.1m12.4k shares |
| 2024-08-12 | Berman Michael B Director · As Trustee of the Michael Berman Revocable Trust | Sold | $287.9k3.5k shares |
| 2024-08-12 | Robinette Gary E Director · As Trustee for the Robinette Family Trust | Sold | $143.6k1.7k shares |
| 2024-08-12 | Anderson Keith A Director | Sold | $100.8k1.2k shares |
| 2024-08-09 | Anderson Keith A Director | Sold | $2.4m28.8k shares |
| 2024-08-09 | Larson Timothy Mark Chief Growth Officer | Sold | $456.5k5.5k shares |
| 2024-08-09 | Nelson Erin Mulligan Director | Sold | $83.2k1.0k 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 2024
| Manager | Shares | Change |
|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP 0.13% of their portfolio | 7.6m $724.5m | Reduced -209.2k |
| VANGUARD GROUP INC 0.01% of their portfolio | 5.1m $480.5m | Reduced -43.0k |
| BlackRock, Inc. 0.01% of their portfolio | 4.5m $431.2m | First filing |
| MAK CAPITAL ONE LLC 48.45% of their portfolio | 2.5m $237.1m | Reduced -500.0k |
| Thrivent Financial for Lutherans 0.42% of their portfolio | 2.3m $219.0m | Reduced -333.1k |
| Capital World Investors 0.03% of their portfolio | 2.0m $190.3m | Reduced -1.0m |
| T. Rowe Price Investment Management, Inc. 0.11% of their portfolio | 2.0m $188.3m | Reduced -76.4k |
| STATE STREET CORP 0.01% of their portfolio | 1.8m $169.9m | Added +78.7k |
| FMR LLC 0.01% of their portfolio | 1.5m $141.5m | Added +363.9k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 1.4m $133.3m | Reduced -130.7k |
| AMERICAN CENTURY COMPANIES INC 0.08% of their portfolio | 1.4m $130.2m | Reduced -344.7k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.3m $118.7m | Reduced -31.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.2m $115.4m | Reduced -7.5k |
| WASATCH ADVISORS LP 0.53% of their portfolio | 1.1m $108.5m | Reduced -146.5k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.25% of their portfolio | 1.1m $101.8m | Reduced -124.2k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 985.3k $93.5m | Reduced -32.8k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.51% of their portfolio | 794.6k $75.4m | Added +2.6k |
| Burgundy Asset Management Ltd. 0.74% of their portfolio | 786.1k $74.6m | Added +17.7k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.61% of their portfolio | 722.2k $68.5m | Reduced -122.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 640.0k $60.7m | Added +33.9k |
| NORGES BANK 0.01% of their portfolio | 595.5k $56.5m | Added +53.3k |
| VOYA INVESTMENT MANAGEMENT LLC 0.06% of their portfolio | 588.4k $55.8m | Added +98.7k |
| CONGRESS ASSET MANAGEMENT CO 0.38% of their portfolio | 584.4k $55.4m | Added +15.2k |
| CRAMER ROSENTHAL MCGLYNN LLC 2.65% of their portfolio | 503.1k $47.7m | Reduced -27.9k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 500.5k $47.5m | Reduced -3.7k |
| GW&K Investment Management, LLC 0.40% of their portfolio | 489.1k $46.4m | Reduced -22.7k |
| Driehaus Capital Management LLC 0.40% of their portfolio | 485.6k $46.1m | Added +306.6k |
| MORGAN STANLEY 0.00% of their portfolio | 409.2k $38.8m | Added +144.7k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1.73% of their portfolio | 404.7k $38.4m | Added +76.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 369.1k $35.0m | Reduced -6.0k |
| NEUMEIER POMA INVESTMENT COUNSEL LLC 3.28% of their portfolio | 362.9k $34.4m | Reduced -31.9k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 345.6k $32.8m | Reduced -324.3k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 324.2k $30.7m | Added +171.6k |
| Ranger Investment Management, L.P. 1.95% of their portfolio | 320.9k $30.4m | Added +12.2k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 317.7k $30.1m | Added +169.7k |
| ROYCE & ASSOCIATES LP 0.26% of their portfolio | 306.4k $29.1m | Reduced -132.6k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.62% of their portfolio | 297.5k $28.2m | Reduced -55.4k |
| Assenagon Asset Management S.A. 0.06% of their portfolio | 292.8k $27.8m | New |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC 3.01% of their portfolio | 255.8k $24.3m | Added +181.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 254.6k $24.2m | Added +147.4k |
| Invesco Ltd. 0.00% of their portfolio | 242.7k $23.0m | Added +168.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 234.0k $22.2m | Added +10.3k |
| Qube Research & Technologies Ltd 0.04% of their portfolio | 228.4k $21.7m | Added +14.2k |
| BESSEMER GROUP INC 0.04% of their portfolio | 224.7k $21.3m | Added +4.4k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.08% of their portfolio | 212.6k $20.2m | Reduced -9.3k |
| GAMCO INVESTORS, INC. ET AL 0.20% of their portfolio | 205.9k $19.5m | Reduced -2.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 194.3k $18.4m | Reduced -40.3k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.11% of their portfolio | 191.9k $18.2m | Reduced -860 |
| SG Capital Management LLC 2.59% of their portfolio | 189.0k $17.9m | Reduced -43.8k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 188.8k $17.9m | Added +110.0k |
| Cerity Partners LLC 0.04% of their portfolio | 188.8k $17.9m | Added +102.5k |
| LOOMIS SAYLES & CO L P 0.02% of their portfolio | 178.5k $16.9m | Reduced -169.4k |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.31% of their portfolio | 175.2k $16.6m | Added +875 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.85% of their portfolio | 161.0k $15.3m | Added +2.0k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 151.5k $14.4m | Added +55.0k |
| CHILTON INVESTMENT CO INC. 0.37% of their portfolio | 150.1k $14.2m | Reduced -41.3k |
| GABELLI FUNDS LLC 0.10% of their portfolio | 142.6k $13.5m | Reduced -6.7k |
| Aperture Investors, LLC 1.72% of their portfolio | 142.5k $13.5m | Reduced -49.5k |
| NATIXIS ADVISORS, LLC 0.03% of their portfolio | 141.4k $13.4m | Reduced -35.2k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 132.7k $12.6m | Added +54.3k |
| ROBOTTI ROBERT 1.87% of their portfolio | 129.6k $12.3m | Reduced -1.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 121.2k $11.5m | Added +527 |
| First Eagle Investment Management, LLC 0.02% of their portfolio | 120.8k $11.5m | Added +14.3k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.33% of their portfolio | 113.8k $10.8m | Reduced -20.5k |
| BARCLAYS PLC 0.00% of their portfolio | 111.1k $10.5m | Added +64.2k |
| Man Group plc 0.03% of their portfolio | 110.8k $10.5m | Added +16.9k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 110.0k $10.4m | Reduced -74.7k |
| Integrated Investment Consultants, LLC 2.23% of their portfolio | 108.6k $10.3m | Added +57.5k |
| Swiss National Bank 0.01% of their portfolio | 107.3k $10.2m | Reduced -700 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 105.5k $10.0m | Reduced -11.6k |
| HARBOR CAPITAL ADVISORS, INC. 0.39% of their portfolio | 94.4k $9.0m | Added +70.7k |
| CW Advisors, LLC 0.12% of their portfolio | 93.6k $8.9m | Added +1.0k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.09% of their portfolio | 90.0k $8.5m | Reduced -1.6k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 89.0k $8.4m | Reduced -12.0k |
| California Public Employees Retirement System 0.01% of their portfolio | 86.3k $8.2m | Added +7.7k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 82.0k $7.8m | Reduced -4.9k |
| CITIGROUP INC 0.01% of their portfolio | 79.7k $7.6m | Added +30.9k |
| Engineers Gate Manager LP 0.14% of their portfolio | 74.5k $7.1m | Added +71.5k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 71.3k $6.8m | Added +3.2k |
| Atom Investors LP 0.71% of their portfolio | 71.2k $6.8m | Added +53.7k |
| TWINBEECH CAPITAL LP 0.13% of their portfolio | 70.9k $6.7m | Added +60.9k |
| Cubist Systematic Strategies, LLC 0.10% of their portfolio | 69.9k $6.6m | New |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 68.0k $6.4m | Reduced -2.5k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 66.8k $6.3m | Added +473 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 66.0k $6.3m | Added +5.9k |
| Pier Capital, LLC 0.85% of their portfolio | 63.5k $6.0m | Reduced -259 |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 57.8k $5.5m | Reduced -61.2k |
| Legal & General Group Plc 0.00% of their portfolio | 57.2k $5.4m | Added +2.6k |
| Trexquant Investment LP 0.07% of their portfolio | 56.6k $5.4m | New |
| RICE HALL JAMES & ASSOCIATES, LLC 0.28% of their portfolio | 55.4k $5.3m | Added +26.1k |
| Ulland Investment Advisors, LLC 3.64% of their portfolio | 52.4k $5.0m | Reduced -545 |
| UBS Group AG 0.00% of their portfolio | 52.3k $5.0m | Added +18.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 51.9k $4.9m | Reduced -1.6k |
| Mirador Capital Partners LP 0.87% of their portfolio | 51.2k $4.9m | Reduced -19.0k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 50.1k $4.8m | Added +7.4k |
| CASTLEARK MANAGEMENT LLC 0.19% of their portfolio | 49.5k $4.7m | Added +3.2k |
| TUDOR INVESTMENT CORP ET AL 0.05% of their portfolio | 46.9k $4.4m | Added +26.2k |
| TD Asset Management Inc 0.00% of their portfolio | 41.1k $3.9m | Reduced -1.2k |
| Kingfisher Capital LLC 0.89% of their portfolio | 40.8k $3.9m | Reduced -2.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 39.7k $3.8m | Added +29.7k |