BDAM
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Blue Door Asset Management’s Champion Homes SKY Stock Holding History

Blue Door Asset Management’s Portfolio SKY Stock Details SKY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.43M Sell
72,974
-149,600
-67% -$11.5M 3.03% 12
2026
Q1 		$16.6M Buy
222,574
+91,800
+70% +$7.91M 10.44% 4
2025
Q4 		$11.1M Buy
130,774
+51,274
+64% +$4.04M 4.47% 9
2025
Q3 		$6.07M Buy
+79,500
New +$5.61M 3.19% 15
2024
Q3 		– Sell
-49,795
Closed -$3.37M – 22
2024
Q2 		$3.37M Sell
49,795
-59,500
-54% -$4.46M 1.95% 12
2024
Q1 		$9.29M Sell
109,295
-29,000
-21% -$2.24M 5.54% 10
2023
Q4 		$10.3M Sell
138,295
-18,000
-12% -$1.13M 5.56% 8
2023
Q3 		$9.96M Buy
156,295
+14,300
+10% +$960K 7.07% 5
2023
Q2 		$9.29M Buy
141,995
+35,000
+33% +$2.38M 3.21% 7
2023
Q1 		$8.05M Sell
106,995
-27,500
-20% -$1.77M 4.56% 7
2022
Q4 		$6.93M Buy
134,495
+22,100
+20% +$1.18M 6.23% 6
2022
Q3 		$5.94M Sell
112,395
-32,540
-22% -$1.9M 7.27% 7
2022
Q2 		$6.87M Buy
144,935
+31,348
+28% +$1.62M 7.07% 6
2022
Q1 		$6.23M Sell
113,587
-7,300
-6% -$495K 3.6% 10
2021
Q4 		$9.55M Buy
+120,887
New +$8.73M 8.77% 3

Other funds holding SKY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blue Door Asset Management's SKY Position: Q2 2026 in Review

Blue Door Asset Management reduced its Champion Homes (SKY) stake by 67% in Q2 2026, selling an estimated $11.5M and leaving 72,974 shares worth $6.43M. The position accounts for 3.03% of the portfolio, ranked #12.

Blue Door Asset Management first reported a position in SKY in Q4 2021 and has held it in 15 quarters since. The position peaked at $16.6M in Q1 2026. 370 funds tracked by Wall St. Rank hold SKY as of Q2 2026.

  • Blue Door Asset Management held 72,974 shares of Champion Homes worth $6.43M as of Q2 2026.
  • Blue Door Asset Management sold 149,600 Champion Homes shares in Q2 2026, an estimated $11.5M.
  • Champion Homes made up 3.03% of Blue Door Asset Management's portfolio in Q2 2026, its #12 holding.
  • Blue Door Asset Management first reported a position in Champion Homes in Q4 2021 and has held it in 15 quarters since.
  • Blue Door Asset Management's Champion Homes position peaked at $16.6M in Q1 2026.
  • 370 funds tracked by Wall St. Rank held Champion Homes as of Q2 2026.

Based on Blue Door Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.