MAK CAPITAL ONE LLC SKY — SKYLINE CHAMPION CORPORATION

Ownership history in MAK CAPITAL ONE LLC  ·  38 quarters on record

AI Ownership Summary

MAK CAPITAL ONE LLC reported SKYLINE CHAMPION CORPORATION (SKY) in 38 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 50.56% in 2024 Q1. The latest visible filing shows SKY at 10.96% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SKY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MAK CAPITAL ONE LLC's position in SKYLINE CHAMPION CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SKY was reported at 10.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
50.56% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SKY stock page MAK CAPITAL ONE LLC fund profile MAK CAPITAL ONE LLC full holdings
How MAK CAPITAL ONE LLC held SKY — position size vs. price
% of Fund (quarterly)    SKY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 16 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 1,000,000 -282,374 -22.0% 10.96% $74.4M 2026-05-15 $66.28
2026 Q1 REDUCED — — — 1,282,374 -217,626 -14.5% 14.05% $95.4M 2026-05-15 $66.28
2025 Q4 REDUCED 25.0% -12.0% ✅ 1,500,000 -500,000 -25.0% 13.95% $126.8M 2026-02-17 $97.05
2025 Q4 ADDED — — — 2,000,000 +500,000 +33.3% 18.60% $169.0M 2026-02-17 $97.05
2025 Q3 REDUCED 25.0% +12.3% ❌ 1,500,000 -500,000 -25.0% 17.62% $114.6M 2025-11-14 $81.39
2025 Q3 ADDED — — — 2,000,000 +500,000 +33.3% 23.49% $152.7M 2025-11-14 $81.39
2025 Q2 REDUCED 40.0% +19.3% ❌ 1,500,000 -1,000,000 -40.0% 13.45% $93.9M 2025-08-14 $73.50
2025 Q2 ADDED — — — 2,500,000 +1,500,000 +150.0% 22.42% $156.5M 2025-08-14 $73.50
2025 Q1 REDUCED 60.0% -33.9% ✅ 1,000,000 -1,500,000 -60.0% 16.10% $94.8M 2025-05-15 $91.11
2025 Q1 ADDED — — — 2,500,000 +1,500,000 +150.0% 40.24% $236.9M 2025-05-15 $91.11
2024 Q4 REDUCED 60.0% +7.6% ❌ 1,000,000 -1,500,000 -60.0% 13.48% $88.1M 2025-02-14 $107.42
2024 Q4 UNCHANGED — — — 2,500,000 — 0% 33.70% $220.2M 2025-02-14 $107.42
2024 Q3 REDUCED 16.7% -6.4% ✅ 2,500,000 -500,000 -16.7% 48.45% $237.1M 2024-11-14 $97.08
2024 Q2 UNCHANGED — — — 3,000,000 — 0% 48.64% $203.2M 2024-08-14 $86.51
2024 Q1 UNCHANGED — — — 3,000,000 — 0% 50.56% $255.0M 2024-05-15 $82.34
2023 Q4 UNCHANGED — — — 3,000,000 — 0% 41.19% $222.8M 2024-02-14 $79.98
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SKY

As of 2026 Q1 — sorted by position size

Blue Door Asset Management, LLC 3Y 10.44% CRAMER ROSENTHAL MCGLYNN LLC 3Y 7Y 4.19% NEUMEIER POMA INVESTMENT COUNSEL LLC 3Y 7Y 2.92% Ulland Investment Advisors, LLC 3Y 2.82% Tensile Capital Management LP 3Y 7Y 2.25% SMA Capital LLC 1.35% WASATCH ADVISORS LP 3Y 7Y 1.35% THIRD AVENUE MANAGEMENT LLC 3Y 7Y 1.22% Goodman Financial Corp 3Y 7Y 1.16% Ranger Investment Management, L.P. 3Y 7Y 1.07%

FAQ About MAK CAPITAL ONE LLC and SKY

These are the practical questions this page is built to answer before you even open the full history table.

How long has MAK CAPITAL ONE LLC reported owning SKY?

MAK CAPITAL ONE LLC reported SKY across 16 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SKY position in MAK CAPITAL ONE LLC's portfolio?

The largest reported portfolio weight for SKY was 50.56% in 2024 Q1.

What is the latest reported SKY position on this page?

The most recent filing on this page is 2026 Q1, when MAK CAPITAL ONE LLC reported 1,000,000 shares, equal to 10.96% of portfolio, with an estimated market value of $74.4M.

What does the chart on this SKY ownership page compare?

The chart compares MAK CAPITAL ONE LLC's quarterly SKY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MAK CAPITAL ONE LLC time their SKY position?

Based on 13F filing dates vs. subsequent SKY price moves, MAK CAPITAL ONE LLC correctly timed 6 out of 18 reported position changes (33%). The annualised alpha on SKY relative to SPY over the holding period was +0.2%.

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