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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.6M	Buy	222,574 +91,800	+70%	+$7.91M	10.82%	4
2025 Q4	$11.1M	Buy	130,774 +51,274	+64%	+$4.04M	6.93%	9
2025 Q3	$6.07M	Buy	+79,500	New	+$5.61M	3.44%	15
2024 Q3	–	Sell	-49,795	Closed	-$3.37M	–	22
2024 Q2	$3.37M	Sell	49,795 -59,500	-54%	-$4.46M	2.29%	12
2024 Q1	$9.29M	Sell	109,295 -29,000	-21%	-$2.24M	6.29%	10
2023 Q4	$10.3M	Sell	138,295 -18,000	-12%	-$1.13M	7.56%	8
2023 Q3	$9.96M	Buy	156,295 +14,300	+10%	+$960K	8.25%	5
2023 Q2	$9.29M	Buy	141,995 +35,000	+33%	+$2.38M	7.45%	7
2023 Q1	$8.05M	Sell	106,995 -27,500	-20%	-$1.77M	6.92%	7
2022 Q4	$6.93M	Buy	134,495 +22,100	+20%	+$1.18M	8.03%	6
2022 Q3	$5.94M	Sell	112,395 -32,540	-22%	-$1.9M	7.46%	7
2022 Q2	$6.87M	Buy	144,935 +31,348	+28%	+$1.62M	8.47%	6
2022 Q1	$6.23M	Sell	113,587 -7,300	-6%	-$495K	5.89%	10
2021 Q4	$9.55M	Buy	+120,887	New	+$8.73M	9.24%	3