MCO

MAK Capital One’s Champion Homes, Inc. SKY Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$157M	Hold	2,500,000	–	–	22.42%	1
2025 Q1	$237M	Hold	2,500,000	–	–	40.24%	1
2024 Q4	$220M	Hold	2,500,000	–	–	33.7%	1
2024 Q3	$237M	Sell	2,500,000 -500,000	-17%	-$47.4M	48.45%	1
2024 Q2	$203M	Hold	3,000,000	–	–	48.64%	1
2024 Q1	$255M	Hold	3,000,000	–	–	50.56%	1
2023 Q4	$223M	Hold	3,000,000	–	–	41.19%	2
2023 Q3	$191M	Hold	3,000,000	–	–	35.43%	2
2023 Q2	$196M	Hold	3,000,000	–	–	37.22%	2
2023 Q1	$226M	Hold	3,000,000	–	–	35.51%	2
2022 Q4	$155M	Hold	3,000,000	–	–	25.6%	2
2022 Q3	$159M	Hold	3,000,000	–	–	30.97%	2
2022 Q2	$142M	Hold	3,000,000	–	–	28.03%	2
2022 Q1	$165M	Hold	3,000,000	–	–	34.46%	1
2021 Q4	$237M	Hold	3,000,000	–	–	44.56%	1
2021 Q3	$180M	Hold	3,000,000	–	–	35.62%	2
2021 Q2	$160M	Hold	3,000,000	–	–	31.77%	2
2021 Q1	$136M	Sell	3,000,000 -368,559	-11%	-$16.7M	32.23%	2
2020 Q4	$104M	Hold	3,368,559	–	–	27.93%	2
2020 Q3	$90.2M	Hold	3,368,559	–	–	37.89%	2
2020 Q2	$82M	Hold	3,368,559	–	–	41.82%	1
2020 Q1	$52.8M	Hold	3,368,559	–	–	46.6%	1
2019 Q4	$107M	Hold	3,368,559	–	–	34.99%	1
2019 Q3	$101M	Sell	3,368,559 -71,200	-2%	-$2.14M	40.51%	1
2019 Q2	$94.2M	Sell	3,439,759 -600,000	-15%	-$16.4M	44.68%	1
2019 Q1	$76.8M	Sell	4,039,759 -1,500,000	-27%	-$28.5M	41.38%	1
2018 Q4	$81.4M	Sell	5,539,759 -1,150,000	-17%	-$16.9M	44.08%	1
2018 Q3	$191M	Sell	6,689,759 -6,964,430	-51%	-$199M	62.52%	1
2018 Q2	$478M	Buy	+13,654,189	New	+$478M	81.7%	1