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 ($42.5k this quarter). Holder counts are more reliable. Shares outstanding: 55.3m as of 2026-01-30, 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 ≈ $84.50. Options: 4 managers hold calls ($5.0m notional), 6 hold puts ($149.3m).
Trends to Q4 2025
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 |
| Q4 2024 | 303 |
| Q1 2025 | 321 |
| Q2 2025 | 308 |
| Q3 2025 | 316 |
| Q4 2025 | 351 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2024 | 122 | 140 |
| Q2 2024 | 144 | 117 |
| Q3 2024 | 157 | 132 |
| Q4 2024 | 148 | 150 |
| Q1 2025 | 158 | 152 |
| Q2 2025 | 165 | 156 |
| Q3 2025 | 187 | 133 |
| Q4 2025 | 184 | 156 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $16.4m | $151.7m | 9.25 |
| Q2 2025 | $6.7m | $103.0m | 15.43 |
| Q3 2025 | $46.3m | $119.8m | 2.59 |
| Q4 2025 | $5.0m | $149.3m | 29.85 |
Biggest buyers
| FULLER & THALER ASSET MANAGEMENT, INC. | New | +2.1m |
| BANK OF MONTREAL /CAN/ | Added | +820.4k |
| BAMCO INC /NY/ | New | +725.5k |
| Alyeska Investment Group, L.P. | Added | +543.2k |
| Invesco Ltd. | Added | +243.6k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Added | +233.0k |
| CITADEL ADVISORS LLC | Added | +231.4k |
| SAMLYN CAPITAL, LLC | New | +218.8k |
| CRAMER ROSENTHAL MCGLYNN LLC | Added | +172.1k |
| Nuveen, LLC | Added | +154.8k |
Biggest sellers
| ALLIANCEBERNSTEIN L.P. | Reduced | -1.5m |
| AMERIPRISE FINANCIAL INC | Reduced | -801.5k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -665.9k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -502.4k |
| FMR LLC | Reduced | -398.7k |
| T. Rowe Price Investment Management, Inc. | Reduced | -383.0k |
| WASATCH ADVISORS LP | Reduced | -296.9k |
| Balyasny Asset Management L.P. | Sold out | -240.9k |
| GOLDMAN SACHS GROUP INC | Reduced | -221.9k |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -212.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.0m23.9k shares |
| IMC-Chicago, LLC | Added | $1.7m20.3k shares |
| CITADEL ADVISORS LLC | Reduced | $718.2k8.5k shares |
| JANE STREET GROUP, LLC | Reduced | $549.2k6.5k shares |
Biggest puts
| MAK CAPITAL ONE LLC | Unchanged | $126.8m1.5m shares |
| GOLDMAN SACHS GROUP INC | New | $19.0m225.0k shares |
| CITADEL ADVISORS LLC | Reduced | $1.7m20.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.6m18.6k shares |
| SIMPLEX TRADING, LLC | Added | $185.9k2.2k shares |
| GROUP ONE TRADING LLC | Reduced | $50.7k600 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 2025
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 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 2 | $956.1k | — |
| Q3 2024 | 0 | — | 11 | $34.5m | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 3 | $962.1k | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 1 | $263.3k | — |
| Q4 2025 | 0 | — | 2 | $1.4m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-12-12 | Burkhardt Timothy A. VP & Controller | Sold | $1.1m12.2k shares |
| 2025-12-11 | KIMMELL JOSEPH A. EVP, Operations | Sold | $159.0k1.8k shares |
| 2025-11-24 | KIMMELL JOSEPH A. EVP, Operations | Sold | $148.7k1.8k 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, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 9.0m $756.6m | Added +74.2k |
| VANGUARD GROUP INC 0.01% of their portfolio | 5.8m $487.4m | Reduced -91.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.06% of their portfolio | 4.3m $363.2m | Reduced -502.4k |
| STATE STREET CORP 0.01% of their portfolio | 2.7m $230.4m | Reduced -186.5k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.31% of their portfolio | 2.1m $180.6m | New |
| MAK CAPITAL ONE LLC 22.74% of their portfolio | 2.0m $169.0m | Unchanged |
| Capital Research Global Investors 0.03% of their portfolio | 1.8m $148.5m | Reduced -4.9k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.7m $139.9m | Added +125.1k |
| FMR LLC 0.01% of their portfolio | 1.6m $134.7m | Reduced -398.7k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 1.4m $122.2m | Reduced -221.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.3m $110.6m | Reduced -12.3k |
| MARSHALL WACE, LLP 0.10% of their portfolio | 1.2m $104.5m | Reduced -160.5k |
| AMERICAN CENTURY COMPANIES INC 0.05% of their portfolio | 1.1m $97.0m | Reduced -665.9k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.24% of their portfolio | 1.0m $86.2m | Added +15.5k |
| CONGRESS ASSET MANAGEMENT CO 0.56% of their portfolio | 949.5k $80.2m | Added +26.1k |
| Point72 Asset Management, L.P. 0.12% of their portfolio | 941.8k $79.6m | Added +19.5k |
| Invesco Ltd. 0.01% of their portfolio | 931.0k $78.7m | Added +243.6k |
| WASATCH ADVISORS LP 0.43% of their portfolio | 851.7k $72.0m | Reduced -296.9k |
| CRAMER ROSENTHAL MCGLYNN LLC 4.55% of their portfolio | 836.0k $70.6m | Added +172.1k |
| BANK OF MONTREAL /CAN/ 0.03% of their portfolio | 826.2k $69.8m | Added +820.4k |
| Capital World Investors 0.01% of their portfolio | 800.0k $67.6m | Unchanged |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 738.9k $62.4m | Added +12.2k |
| BAMCO INC /NY/ 0.17% of their portfolio | 725.5k $61.3m | New |
| T. Rowe Price Investment Management, Inc. 0.02% of their portfolio | 721.6k $61.0m | Reduced -383.0k |
| Alyeska Investment Group, L.P. 0.15% of their portfolio | 639.1k $54.0m | Added +543.2k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 609.9k $51.5m | Reduced -801.5k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 604.1k $51.0m | Reduced -45.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 529.9k $44.8m | Added +126.7k |
| Nuveen, LLC 0.01% of their portfolio | 494.8k $41.8m | Added +154.8k |
| GW&K Investment Management, LLC 0.36% of their portfolio | 493.1k $41.7m | Reduced -8.3k |
| NEUMEIER POMA INVESTMENT COUNSEL LLC 3.38% of their portfolio | 484.2k $40.9m | Added +138.9k |
| NORGES BANK 0.00% of their portfolio | 479.0k $40.5m | Not comparable |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1.12% of their portfolio | 470.8k $39.8m | Reduced -21.9k |
| MORGAN STANLEY 0.00% of their portfolio | 404.8k $34.2m | Reduced -11.7k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 396.9k $33.5m | Added +231.4k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.04% of their portfolio | 333.0k $28.1m | Added +233.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 327.5k $27.7m | Reduced -5.5k |
| UBS Group AG 0.01% of their portfolio | 324.1k $27.4m | Reduced -133.8k |
| GENDELL JEFFREY L 0.47% of their portfolio | 317.1k $26.8m | Added +111.7k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.14% of their portfolio | 314.7k $26.6m | Reduced -20.3k |
| ROYCE & ASSOCIATES LP 0.25% of their portfolio | 286.2k $24.2m | Reduced -61.9k |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 276.2k $23.3m | Reduced -212.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 267.2k $22.6m | Reduced -6.2k |
| Tensile Capital Management LP 2.72% of their portfolio | 248.6k $21.0m | Reduced -59.6k |
| SAMLYN CAPITAL, LLC 0.29% of their portfolio | 218.8k $18.5m | New |
| Thrivent Financial for Lutherans 0.03% of their portfolio | 210.4k $17.8m | Added +12.8k |
| Ranger Investment Management, L.P. 1.16% of their portfolio | 200.0k $16.9m | Reduced -608 |
| Public Sector Pension Investment Board 0.06% of their portfolio | 193.3k $16.3m | Reduced -27.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 182.4k $15.4m | Reduced -37.6k |
| CANADA LIFE ASSURANCE Co 0.03% of their portfolio | 179.4k $15.2m | Added +124.7k |
| GAMCO INVESTORS, INC. ET AL 0.14% of their portfolio | 177.8k $15.0m | Reduced -3.6k |
| BARCLAYS PLC 0.01% of their portfolio | 162.7k $13.7m | Added +32.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 160.4k $13.6m | Added +27.1k |
| Philadelphia Financial Management of San Francisco, LLC 2.71% of their portfolio | 155.4k $13.1m | Reduced -34.8k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.40% of their portfolio | 154.6k $13.1m | Reduced -2.0k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.27% of their portfolio | 152.2k $12.9m | Reduced -2.1k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 151.3k $12.8m | Reduced -5.9k |
| Granite Investment Partners, LLC 0.74% of their portfolio | 147.0k $12.4m | Reduced -27.6k |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.26% of their portfolio | 146.7k $12.4m | Added +77 |
| Legal & General Group Plc 0.00% of their portfolio | 143.9k $12.2m | Reduced -8.4k |
| GABELLI FUNDS LLC 0.08% of their portfolio | 143.7k $12.1m | Reduced -1.4k |
| SG Capital Management LLC 1.27% of their portfolio | 136.9k $11.6m | New |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 135.3k $11.5m | Reduced -29.1k |
| Blue Door Asset Management, LLC 6.93% of their portfolio | 130.8k $11.1m | Added +51.3k |
| First Eagle Investment Management, LLC 0.02% of their portfolio | 122.8k $10.4m | Added +11.3k |
| Pier Capital, LLC 1.64% of their portfolio | 121.9k $10.3m | Reduced -1.3k |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 114.8k $9.7m | Unchanged |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.07% of their portfolio | 114.1k $9.6m | Reduced -329 |
| THIRD AVENUE MANAGEMENT LLC 1.63% of their portfolio | 106.4k $9.0m | Unchanged |
| Swiss National Bank 0.01% of their portfolio | 105.9k $8.9m | Added +400 |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 103.5k $8.7m | Reduced -5.3k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 102.8k $8.7m | Added +79.0k |
| Susquehanna Portfolio Strategies, LLC 0.13% of their portfolio | 101.4k $8.6m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 95.1k $8.0m | Added +4.2k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.08% of their portfolio | 92.6k $7.8m | New |
| Rafferty Asset Management, LLC 0.03% of their portfolio | 91.4k $7.7m | Added +6.1k |
| California Public Employees Retirement System 0.00% of their portfolio | 90.1k $7.6m | Added +3 |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 82.7k $7.0m | Reduced -78.6k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 80.5k $6.8m | Reduced -24.7k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 73.3k $6.2m | Reduced -3.6k |
| Rockefeller Capital Management L.P. 0.01% of their portfolio | 70.9k $6.0m | Added +70.8k |
| KETTLE HILL CAPITAL MANAGEMENT, LLC 1.33% of their portfolio | 70.3k $5.9m | New |
| ROBOTTI ROBERT 1.06% of their portfolio | 70.0k $5.9m | Added +1.1k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 68.8k $5.8m | Reduced -1.5m |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 64.7k $5.5m | Added +1.1k |
| Tidal Investments LLC 0.02% of their portfolio | 62.8k $5.3m | New |
| Integrated Investment Consultants, LLC 1.02% of their portfolio | 61.5k $5.2m | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 60.6k $5.1m | Added +310 |
| Cerity Partners LLC 0.01% of their portfolio | 59.6k $5.0m | Added +1.2k |
| New Age Alpha Advisors, LLC 0.19% of their portfolio | 53.1k $4.5m | Added +50.4k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 52.3k $4.4m | Reduced -4.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 51.1k $4.3m | Reduced -934 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 51.0k $4.3m | Added +1.2k |
| Mirador Capital Partners LP 0.58% of their portfolio | 50.3k $4.2m | Added +1.5k |
| Night Squared LP 1.19% of their portfolio | 50.0k $4.2m | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 49.0k $4.1m | Added +2.5k |
| BESSEMER GROUP INC 0.01% of their portfolio | 47.5k $4.0m | Added +47.3k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 46.7k $3.9m | Added +7.2k |
| Rokos Capital Management LLP 0.06% of their portfolio | 46.6k $3.9m | New |
| Ulland Investment Advisors, LLC 2.96% of their portfolio | 43.8k $3.7m | Reduced -2.9k |