SKY

Champion Homes Inc Cross-source read$84.64 1.05%
Consumer DiscretionaryCUSIP 830830105· EOD Sep 15, 2026

Among active 13F managers last quarter, 5 opened and 34 added, while 19 reduced; the largest holder to move was Wasatch Advisors LP (+0.4%). Over the last 180 days, 3 insiders sold and none bought, a net -$1.1M in open-market trades.

Tracked 13F holders
317
155 in Q2 2026 filings
13F value (tracked)
$4.2B
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
39 adding · 19 trimming
Insiders · Form 4 open-market, 180d
0 buying · 3 selling · -$1.1M
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Price & smart-money activity

$84.64 1.05%5Y +39.6%
$39.20$57.92$76.64$95.36$114.08202120222023202420252026354034438344503750248352435113534552494485224457465426039196549616636365747128972498849780366462
Hover for who · click for detailEnd-of-day closing prices52w $64.26 – $97.46

Who owns SKY?

317 tracked 13F filers · ranked by shares held

317 tracked 13F filers disclose a position in SKY as of the latest SEC 13F filings, a combined $4.2B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1BlackRock, Inc.9.0M
$794.4M
+1.9%
Added · +169K sh
Q2 2026
2Vanguard Portfolio Management LLC3.3M
$290.7M
+7.3%
Added · +225K sh
Q2 2026
3State Street Corp3.0M
$260.3M
+7.3%
Added · +200K sh
Q2 2026
4Wasatch Advisors LP2.7M
$242.1M
+0.4%
Added · +11K sh
Q2 2026
5Vanguard Capital Management LLC2.5M
$218.6M
+0.1%
Added · +2K sh
Q2 2026
6Dimensional Fund Advisors LP1.7M
$129.1M
+4.9%
Added · +81K sh
Q1 2026
7Geode Capital Management, LLC1.4M
$124.6M
+6.1%
Added · +82K sh
Q2 2026
8Fuller & Thaler Asset Management, Inc.1.2M
$103.2M
+3.8%
Added · +43K sh
Q2 2026
9Congress Asset Management Co1.0M
$77.4M
+9.6%
Added · +91K sh
Q1 2026
10American Century Companies Inc972K
$72.3M
−15%
Reduced · −176K sh
Q1 2026
11Point72 Asset Management, L.P.952K
$83.9M
+44%
Added · +289K sh
Q2 2026
12Cramer Rosenthal McGlynn LLC950K
$83.7M
+24%
Added · +183K sh
Q2 2026
13Goldman Sachs Group Inc837K
$62.3M
−42%
Reduced · −609K sh
Q1 2026
14Bank Of Montreal793K
$59.0M
−4.0%
Reduced · −33K sh
Q1 2026
15Charles Schwab Investment Management Inc790K
$58.7M
+6.9%
Added · +51K sh
Q1 2026
16UBS Group AG625K
$46.5M
+93%
Added · +301K sh
Q1 2026
17Ameriprise Financial Inc609K
$45.3M
−0.2%
Reduced · −1K sh
Q1 2026
18Northern Trust Corp595K
$44.3M
−1.5%
Reduced · −9K sh
Q1 2026
19Alyeska Investment Group, L.P.588K
$51.9M
+32%
Added · +144K sh
Q2 2026
20Neumeier Poma Investment Counsel LLC584K
$51.4M
+23%
Added · +108K sh
Q2 2026
21Bank Of America Corp577K
$42.9M
+8.9%
Added · +47K sh
Q1 2026
22T. Rowe Price Investment Management, Inc.563K
Withheld
+7.3%
Added · +38K sh
Q2 2026
23Nuveen, LLC541K
$40.2M
+9.3%
Added · +46K sh
Q1 2026
24Qube Research & Technologies Ltd513K
$38.2M
New
+513K sh
Q1 2026
25FMR LLC490K
$43.2M
−2.2%
Reduced · −11K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.

Is SKY being bought or sold by institutions?

Last quarter, 5 funds opened a new position in SKY and 34 added to an existing one, while 19 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
5
funds took a first position
Added
34
added to an existing position
Reduced
19
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own SKY also own

CompanyCo-held byTheir position there
Amazon.com IncAMZN169 funds$176.2B
Microsoft CorpMSFT163 funds$229.1B
Nvidia CorpNVDA161 funds$355.4B
Alphabet Inc-CL AGOOGL161 funds$155.8B
Eli Lilly & CoLLY161 funds$73.5B
JPMorgan Chase & CoJPM159 funds$51.5B
Meta Platforms Inc-Class AMETA155 funds$98.5B
Apple IncAAPL154 funds$259.8B
Micron Technology IncMU154 funds$49.8B
Mastercard Inc - AMA154 funds$47.1B
Broadcom IncAVGO153 funds$146.2B
Unitedhealth Group IncUNH153 funds$29.5B

Ranked by how many of SKY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SKY.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$1.1M
3 insiders
Net · 180d
-$1.1M
5 open-market transactions
DateInsiderRoleActionSharesValue
Aug 10, 2026Berman Michael BDirectorSell (S)2K$140K
Aug 7, 2026Helgren Erin ClaireDirectorSell (S)1K$105K
Jun 9, 2026Kimmell Joseph A.EVP, OperationsSell (S)4K$304K
Jun 5, 2026Kimmell Joseph A.EVP, OperationsSell (S)
2 lots, same day
8K$600K
Mar 6, 2026Kimmell Joseph A.EVP, OperationsSell (S)3K$237K
Dec 12, 2025Burkhardt Timothy A.VP & ControllerSell (S)
2 lots, same day
12K$1.1M
Dec 11, 2025Kimmell Joseph A.EVP, OperationsSell (S)2K$159K
Nov 24, 2025Kimmell Joseph A.EVP, OperationsSell (S)2K$149K
Aug 11, 2025Kimmell Joseph A.EVP, OperationsSell (S)1K$65K
Aug 8, 2025Kimmell Joseph A.EVP, OperationsSell (S)3K$198K
Mar 3, 2025Berman Michael BDirectorSell (S)1K$102K
Feb 11, 2025Burkhardt Timothy A.VP & ControllerSell (S)4K$409K

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
5933
Insiders
Form 4 open-market
03-$1.1M
US House
STOCK Act trades
00$0
Sector rotation
SKY is in Consumer Discretionary, which smart money is rotating OUT OF
$3.0B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

155 tracked filers in Q2 2026 filingsstill filing
0147294Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $1.1B · 1 values withheld
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for SKY

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Ask your agent what changed in SKY

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SKY/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for SKY.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SKY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.