Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Champion Homes Inc (SKY)

367 + Investors. Track Smart Money conviction in SKY. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +27
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — SKY

Based on 370 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SKY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
370 hedge funds hold SKY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+62 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

213 buying161 selling
Last quarter: 213 funds bought or added vs 161 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+18 vs last Q)

new funds entering per quarter
Funds opening a new SKY position: 56 → 76 → 48 → 66. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 22% medium ■ 20% new
214 out of 370 hedge funds have held SKY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~66 new funds/quarter

52 → 56 → 76 → 48 → 66 new funds/Q
New funds entering each quarter: 56 → 76 → 48 → 66. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 65% veterans vs 23% newcomers

■ 65% veterans ■ 12% 1-2yr ■ 23% new
Entry-cohort mix of 382 holders: 250 (65%) are 2+ year veterans, 44 entered 1–2 years ago, and 88 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
61 of 370 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in SKY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SKY

In 2026 Q2, 213 hedge funds were net buyers of SKY (66 opened a new position, 147 added to an existing one), while 161 reduced or exited (122 trimmed, 39 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 56% of total institutional value in SKY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +27 funds (more new holders than closures). Total institutional holders: 370.

Hedge Fund Ownership: SKY

How many hedge funds hold SKY — quarterly history vs. share price
Quarterly hedge fund ownership of SKY vs. share price

Market Analysis: SKY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SKY

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 1 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: SKY
367 + Investors

Track Smart Money conviction in SKY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 367 343 7.0%
13F Shares 62M 61M 1.33%
Total Value $5.25B $4.41B 19.26%
New Positions 65 48 +17
Increased Positions 146 141 +5
Closed Positions 41 54 -13
Reduced Positions 116 110 +6
Total Calls 6 6 -
Total Puts 6 4 50.0%
PUT/CALL Ratio 1.0 0.67 Neutral

Statistics: SKY

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q2)

367 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SKY. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SKY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mak Capital One LLC 7.81% 632,374 $55.7M
2 Cramer Rosenthal Mcglynn LLC 4.24% 950,177 $83.7M
3 Neumeier Poma Investment Counsel LLC 3.52% 583,826 $51.4M
4 Blue Door Asset Management, LLC 3.03% 72,974 $6.4M
5 Tensile Capital Management LP 2.48% 203,583 $17.9M
6 SMA Capital LLC 1.63% 44,000 $3.9M
7 Wasatch Advisors LP 1.58% 2,747,516 $242.1M
8 Third Avenue Management LLC 1.42% 100,576 $8.9M
9 Robotti Robert 1.29% 90,596 $8.0M
10 Kettle Hill Capital Management, LLC 1.29% 59,367 $5.2M
11 Goodman Financial Corp 1.27% 92,971 $8.2M
12 Philadelphia Financial Management of San Francisco, LLC 1.26% 71,102 $6.3M
13 Beaconlight Capital, LLC 1.06% 34,056 $3.0M
14 Ranger Investment Management, L.P. 1.04% 185,831 $16.4M
15 Pier Capital, LLC 1.02% 87,461 $7.7M
16 VARCOV Co. 0.86% 25,597 $2.3M
17 Marathon Asset Management Ltd 0.85% 238,784 $21.0M
18 Wilson Asset Management (international) Pty Ltd 0.81% 33,442 $2.9M
19 Congress Asset Management Co 0.66% 1,212,960 $106.9M
20 Summit Partners Public Asset Management, LLC 0.62% 400,000 $35.2M
21 FJ Capital Management LLC 0.58% 50,348 $4.4M
22 Mirador Capital Partners LP 0.56% 51,684 $4.6M
23 Landmark Investment Partners, L.P. 0.56% 23,906 $2.2M
24 Brant Point Investment Management LLC 0.54% 50,000 $4.4M
25 Granite Investment Partners, LLC 0.48% 106,118 $9.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Champion Homes Inc (SKY)

What does the Smart Money Trend signal show for SKY?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SKY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SKY?

Slight buying edge — 57% buying: Last quarter: 213 funds bought or added vs 161 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SKY holders?

Elite ownership — 56% AUM from top-100 funds: 61 of 370 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in SKY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SKY?

58% of holders stayed for 2+ years: 214 out of 370 hedge funds have held SKY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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