Brant Point Investment Management’s Champion Homes SKY Stock Holding History

Brant Point Investment 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 Q1	$1.97M	Sell	26,522 -8,478	-24%	-$730K	0.25%	96
2025 Q4	$2.96M	Buy	35,000 +10,000	+40%	+$788K	0.36%	81
2025 Q3	$1.91M	Buy	+25,000	New	+$1.77M	0.21%	95
2022 Q3	–	Sell	-3,480	Closed	-$165K	–	108
2022 Q2	$165K	Sell	3,480 -216,520	-98%	-$11.2M	0.02%	85
2022 Q1	$12.1M	Buy	+220,000	New	+$14.9M	1.37%	11
2019 Q2	–	Sell	-39,886	Closed	-$758K	–	127
2019 Q1	$758K	Buy	+39,886	New	+$731K	0.1%	105
2018 Q4	–	Sell	-274,120	Closed	-$7.83M	–	129
2018 Q3	$7.83M	Buy	+274,120	New	+$7.93M	0.74%	17

Other funds holding SKY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MCO

MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return

Brant Point Investment Management's SKY Position: Q1 2026 in Review

Brant Point Investment Management reduced its Champion Homes (SKY) stake by 24% in Q1 2026, selling an estimated $730K and leaving 26,522 shares worth $1.97M. The position accounts for 0.25% of the portfolio, ranked #96.

Brant Point Investment Management first reported a position in SKY in Q3 2018 and has held it in 7 quarters since. The position peaked at $12.1M in Q1 2022. 341 funds tracked by Wall St. Rank hold SKY as of Q1 2026.

Brant Point Investment Management held 26,522 shares of Champion Homes worth $1.97M as of Q1 2026.
Brant Point Investment Management sold 8,478 Champion Homes shares in Q1 2026, an estimated $730K.
Champion Homes made up 0.25% of Brant Point Investment Management's portfolio in Q1 2026, its #96 holding.
Brant Point Investment Management first reported a position in Champion Homes in Q3 2018 and has held it in 7 quarters since.
Brant Point Investment Management's Champion Homes position peaked at $12.1M in Q1 2022.
341 funds tracked by Wall St. Rank held Champion Homes as of Q1 2026.

Based on Brant Point Investment Management's 13F filing for Q1 2026, filed 14 May 2026.