John Overdeck’s Champion Homes SKY Stock Holding History

John Overdeck’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	$529K	Buy	+6,000	New	+$459K	﹤0.01%	4120
2022 Q2	–	Sell	-180,662	Closed	-$9.91M	–	2900
2022 Q1	$9.91M	Buy	180,662 +85,270	+89%	+$5.78M	0.03%	611
2021 Q4	$7.53M	Buy	+95,392	New	+$6.89M	0.02%	954
2021 Q3	–	Sell	-77,904	Closed	-$4.15M	–	4645
2021 Q2	$4.15M	Buy	77,904 +18,340	+31%	+$864K	0.01%	1315
2021 Q1	$2.7M	Buy	+59,564	New	+$2.39M	0.01%	1476
2020 Q3	–	Sell	-27,272	Closed	-$664K	–	3507
2020 Q2	$664K	Buy	+27,272	New	+$568K	﹤0.01%	1803
2020 Q1	–	Sell	-63,400	Closed	-$2.01M	–	3754
2019 Q4	$2.01M	Buy	63,400 +44,700	+239%	+$1.39M	0.01%	1579
2019 Q3	$563K	Buy	+18,700	New	+$541K	﹤0.01%	2469

Other funds holding SKY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

John Overdeck's SKY Position: Q2 2026 in Review

John Overdeck opened a new position in Champion Homes (SKY) in Q2 2026: 6,000 shares worth $529K. The stake represents ﹤0.01% of the portfolio and ranks #4120 among its holdings. This is a return to the name: John Overdeck previously reported a position in SKY as recently as Q1 2022.

John Overdeck first reported a position in SKY in Q3 2019 and has held it in 8 quarters since. The position peaked at $9.91M in Q1 2022. 368 funds tracked by Wall St. Rank hold SKY as of Q2 2026.

John Overdeck held 6,000 shares of Champion Homes worth $529K as of Q2 2026.
Champion Homes was a new John Overdeck position in Q2 2026.
Champion Homes made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4120 holding.
John Overdeck first reported a position in Champion Homes in Q3 2019 and has held it in 8 quarters since.
John Overdeck's Champion Homes position peaked at $9.91M in Q1 2022.
368 funds tracked by Wall St. Rank held Champion Homes as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.