| Fund | Portfolio weight | Shares | Change vs prev. quarter |
|---|---|---|---|
| Third Avenue Management | 1.42% | 100,576 | TRIMMED (-0.2%) |
| First Eagle Investment Management | 0.02% | 135,579 | TRIMMED (-0.4%) |
Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end. Fund counts here aggregate every share class mapped to this ticker; research headlines cite filer counts as they stood at publication, so a count here can differ from a headline by a holder (see Methodology, "How holder counts are counted").
| Institutions holding | 368 of 8,857 filers |
| Long-only filers among them | 368 |
| Change vs 2026 Q1 | +33 net · 352 entered · 319 exited |
| Shares reported, all filers | 60,371,566 |
| Reported value, all filers | $5.3B |
Source: SEC Form 13F data sets — every filer's latest report for the quarter ended Jun 30, 2026, not just the tracked funds above; changes compare with the quarter ended Mar 31, 2026. Share counts and values are summed as reported in the filings (a small number of filers report values in thousands of dollars, so value totals are as-filed sums).
| Exchange | NYSE |
| Industry | Mobile Homes (SIC 2451) |
| Revenue · FY2026 | $2.7B |
| Net income · FY2026 | $206.9M |
| Total assets · FY2026 | $2.1B |
| Shares outstanding | 54,280,134 |
| Market cap (at latest close) | $4.3B |
Source: SEC EDGAR company filings (submissions and company facts), collected Oct 7, 2026. Shares outstanding as reported Jul 29, 2026.
| Shares short · Sep 15, 2026 | 2,901,618 |
| Share of shares outstanding | 5.35% |
| Days to cover | 5.98 |
Shares short at recent settlements — Jun 30, 2026: 4.1M · Jul 15, 2026: 4.6M · Jul 31, 2026: 2.7M · Aug 14, 2026: 3.0M · Aug 31, 2026: 2.7M · Sep 15, 2026: 2.9M.
Source: FINRA Equity Short Interest (biweekly settlement data). Shares outstanding from SEC filings as of Jul 29, 2026.
0 insiders bought on the open market in the last 90 days (0 purchases, $0), against 2 sales by 2 insiders ($244.3K).
Source: SEC Form 4 filings, as of Oct 13, 2026. Open-market transactions only.
Data unavailable — no congressional STOCK Act transactions for this ticker were parsed in the current window (as of Oct 3, 2026).
Financial Screens
· Graham — Sound finances and a long run of profits
· Piotroski — Financial health improved over the past year
· Cash Flow (FCF) — Positive free cash flow in each of the last 3 years, with an FCF yield of at least 5%
· Earnings Quality (Cash Conversion) — Profits that actually come back as cash
Key figures
· Graham — Current ratio: 2.48 · Straight profitable years: 7 · Debt ratio: — · Latest net income: $206.9M
· Piotroski — F-score: 7 · Return on assets: 9.7% · Operating cash flow: $303.9M
· Cash Flow (FCF) — Latest FCF: $269.7M · FCF yield: 5.9% · Positive FCF years: 3
· Earnings Quality (Cash Conversion) — Cash conversion (3-yr avg): 1.40 · Operating cash flow: $303.9M · Net income: $206.9M
Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.
Also held by the tracked funds that hold SKY: WESCO INTERNATIONAL INC (WCC) · JONES LANG LASALLE INC (JLL) · WEYERHAEUSER CO (WY) · Fidelity National Financial, Inc. (FNF) · WARRIOR MET COAL, INC. (HCC) · Brookdale Senior Living Inc. (BKD) · BOISE CASCADE Co (BCC) · PULTEGROUP INC/MI/ (PHM) · ROGERS CORP (ROG) · KAISER ALUMINUM CORP (KALU).
Filings audit: every filing lens on Champion Homes, Inc. (SKY), scored — GetCoattail Research.
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