Fuller & Thaler Asset Management’s Champion Homes SKY Stock Holding History

Fuller & Thaler 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 Q1	$83.9M	Buy	1,127,535 +59,105	+6%	+$5.09M	0.28%	130
2025 Q4	$90.3M	Buy	+1,068,430	New	+$84.2M	0.31%	119
2023 Q2	–	Sell	-213,375	Closed	-$16.1M	–	534
2023 Q1	$16.1M	Buy	213,375 +15,400	+8%	+$993K	0.09%	191
2022 Q4	$10.2M	Sell	197,975 -5,494	-3%	-$292K	0.06%	209
2022 Q3	$10.8M	Buy	203,469 +5,776	+3%	+$337K	0.08%	194
2022 Q2	$9.38M	Buy	197,693 +3,895	+2%	+$201K	0.06%	214
2022 Q1	$10.6M	Buy	+193,798	New	+$13.1M	0.06%	228
2020 Q1	–	Sell	-244,753	Closed	-$7.76M	–	512
2019 Q4	$7.76M	Sell	244,753 -147,617	-38%	-$4.6M	0.09%	185
2019 Q3	$11.8M	Buy	392,370 +2,018	+0.5%	+$58.4K	0.14%	146
2019 Q2	$10.7M	Buy	390,352 +1,453	+0.4%	+$33.1K	0.12%	149
2019 Q1	$7.39M	Buy	+388,899	New	+$7.13M	0.09%	167

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

Fuller & Thaler Asset Management's SKY Position: Q1 2026 in Review

Fuller & Thaler Asset Management increased its Champion Homes (SKY) stake by 5.5% in Q1 2026, buying an estimated $5.09M and bringing the position to 1,127,535 shares worth $83.9M. The position accounts for 0.28% of the portfolio, ranked #130.

Fuller & Thaler Asset Management first reported a position in SKY in Q1 2019 and has held it in 11 quarters since. The position peaked at $90.3M in Q4 2025. 341 funds tracked by Wall St. Rank hold SKY as of Q1 2026.

Fuller & Thaler Asset Management held 1,127,535 shares of Champion Homes worth $83.9M as of Q1 2026.
Fuller & Thaler Asset Management bought 59,105 Champion Homes shares in Q1 2026, an estimated $5.09M.
Champion Homes made up 0.28% of Fuller & Thaler Asset Management's portfolio in Q1 2026, its #130 holding.
Fuller & Thaler Asset Management first reported a position in Champion Homes in Q1 2019 and has held it in 11 quarters since.
Fuller & Thaler Asset Management's Champion Homes position peaked at $90.3M in Q4 2025.
341 funds tracked by Wall St. Rank held Champion Homes as of Q1 2026.

Based on Fuller & Thaler Asset Management's 13F filing for Q1 2026, filed 14 May 2026.