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Champion Homes, Inc.

SKY Consumer Discretionary
$71 +$1.45 (2.08%)
Market Cap: $3.93 B
Gurus Holding
7
Popularity Rank
#1006
% of Shares Held
2.54%
Net Activity (Q1 2026)
-$10.52 M

Guru Ownership Trend

Guru Analysis for Champion Homes, Inc. (SKY)

Champion Homes, Inc. (SKY), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $99.67 M.

Top institutional holders include Steven Cohen and Chuck Royce.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $10.52 M net outflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 635.8%. Conversely, Steven Cohen reduced exposure by 29.6%.

Key Holders

Top 5 by Value

$49.32 M
$23.86 M
$12.96 M
$4.67 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$10.46 M
Total Buy Value
New Buys 1
Additions 4
-$20.98 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
2
Net Buyers
5

FAQs for Champion Homes, Inc. (SKY)

Major holders include Steven Cohen ($49.32 M), Chuck Royce ($23.86 M), Mario Gabelli ($12.96 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 1.4 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $10.52 M, with 5 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited SKY. The total reported sell value was $20.98 M.

Yes, 1 managers opened new positions in SKY, and 4 increased their existing holdings. The total reported buy value was $10.46 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.06% Reduce -29.6% 663,126 $49.32 M Q1 2026
0.24% Add 12.1% 320,809 $23.86 M Q1 2026
0.13% Reduce -2.0% 174,300 $12.96 M Q1 2026
0.01% Add 10.9% 136,171 $10.13 M Q1 2026
0.01% Add 635.8% 62,767 $4.67 M Q1 2026
0.00% Add 285.0% 31,185 $2.32 M Q1 2026
0.00% New Buy 15,400 $1.15 M Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form