Should You Consider Adding Champion Homes (SKY) to Your Portfolio?
Third Avenue Management, an investment management company based in New York City, released its “Third Avenue Real Estate Value Fund” second-quarter 2025 investor letter.
Champion Homes Inc. (SKY)
Market is closed
Sector: Mobile Homes
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | MAK Capital One Michael Kaufman | 2,500,000 | $156,525,000 | 22.42% | |
| 2. | 1,500,000 | $93,915,000 | +50% | 13.45% | |
| 3. | Balyasny Asset Management Dmitry Balyasny | 323,302 | $20,241,938 | 0.03% | |
| 4. | Royce & Associates Chuck Royce | 278,398 | $17,430,499 | +31% | 0.18% |
| 5. | Citadel Investment Group Ken Griffin | 225,377 | $14,110,854 | +306% | 0% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $17.48 | 8,946 | $156,376.08 | 1,265,493 | 2018-01-08 | Filing | |
| $17.25 | 10,000 | $172,500.00 | 1,256,547 | 2018-01-05 | Filing | |
| $16.75 | 30,020 | $502,835.00 | 1,246,547 | 2018-01-05 | Filing | |
| $12.45 | 4,648 | $57,867.60 | 1,216,527 | 2017-11-03 | Filing | |
| $12.12 | 5,000 | $60,600.00 | 1,211,879 | 2017-11-02 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $65.24 | 1,000 | $65,240.00 | 43,568 | 2025-08-11 | Filing | |
| $66.03 | 3,000 | $198,090.00 | 44,568 | 2025-08-08 | Filing | |
| $101.81 | 1,000 | $101,810.00 | 7,099 | 2025-03-03 | Filing | |
| $106.87 | 3,823 | $408,564.01 | 32,706 | 2025-02-11 | Filing | |
| $104.21 | 4,335 | $451,750.35 | 39,411 | 2025-02-10 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 8,321,140 | $520,986,577 | 0.01% | |
| 2. | 6,086,512 | $381,076,516 | 0.01% | |
| 3. | 4,466,896 | $279,672,359 | 0.05% | |
| 4. | 2,579,091 | $161,476,888 | 0.01% | |
| 5. | 2,265,877 | $141,866,574 | 0.01% |
News See All
Skyline Champion Corporation (NYSE:SKY) Q1 2026 Earnings Call Transcript
Operator: Good morning, and welcome to the Champion Homes First Quarter Fiscal 2026 Earnings Call. My name is Mina, and I will be coordinating your call today.
Barclays Cuts Champion Homes (SKY) PT to $72, Maintains Equal Weight Rating
Bouley noted limited visibility on the company's return to its long-term gross margin framework of 26% to 27%, as utilization softens, consumers shift towards smaller homes, and input costs increase.
Skyline Champion Corporation (NYSE:SKY) Q4 2025 Earnings Call Transcript
Operator: Good morning. Welcome to the Champion Homes Fourth Quarter Fiscal 2025 Earnings Call. My name is Sherry, I will be coordinating your call today.
10 Best Residential Construction Stocks to Buy
On February 18, Reuters reported that the US homebuilder sentiment dropped to a five-month low in February.
Skyline Champion Corporation (NYSE:SKY) Q3 2025 Earnings Call Transcript
Operator: Good morning, and welcome to the Champion Homes Third Quarter Fiscal 2025 Earnings Call. My name is Rob, and I'll be your -- coordinating your call today.
Here’s Why Champion Homes (SKY) Traded Higher in Q3
Wasatch Global Investors, an asset management company, released its “Wasatch Micro-Cap Value Strategy” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Champion Homes (SKY) is Experiencing Solid Demand Amidst Economic Uncertainty
Columbia Acorn Fund, distributed by Columbia Management Investment Distributors, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Skyline Champion Corporation (NYSE:SKY) Q2 2025 Earnings Call Transcript
Operator: Good morning and welcome to the Champion Homes Second Quarter Fiscal 2025 Earnings Call. My name is Sachi [ph] and I will be coordinating your call today.
10 Best Home Builder Stocks To Buy Now
Mortgage rates have dropped for six straight weeks to their lowest since February 2023 as the 30-year fixed-rate mortgage averaged 6.20% in the week ended September 12.
Billionaire Hedge Funds
