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.
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 | 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 | 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 |
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% |