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Intrinsic Edge Capital Management’s Champion Homes SKY Stock Holding History

Intrinsic Edge Capital 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
2025
Q2 		– Sell
-40,000
Closed -$3.79M – 111
2025
Q1 		$3.79M Sell
40,000
-20,000
-33% -$1.92M 0.7% 48
2024
Q4 		$5.29M Buy
+60,000
New +$5.8M 0.64% 63

Other funds holding SKY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Intrinsic Edge Capital Management's SKY Position: Q2 2025 in Review

Intrinsic Edge Capital Management sold out of Champion Homes (SKY) in Q2 2025, closing a stake of 41,354 shares — an estimated $3.92M sold.

Intrinsic Edge Capital Management first reported a position in SKY in Q3 2019 and held it in 15 quarters. The position peaked at $24.3M in Q3 2024. 306 funds tracked by Wall St. Rank hold SKY as of Q2 2025.

  • Intrinsic Edge Capital Management reported no remaining Champion Homes position as of Q2 2025 after selling out during the quarter.
  • Intrinsic Edge Capital Management sold 41,354 Champion Homes shares in Q2 2025, an estimated $3.92M.
  • Intrinsic Edge Capital Management first reported a position in Champion Homes in Q3 2019 and held it in 15 quarters.
  • Intrinsic Edge Capital Management's Champion Homes position peaked at $24.3M in Q3 2024.
  • 306 funds tracked by Wall St. Rank held Champion Homes as of Q2 2025.

Based on Intrinsic Edge Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.