MAK Capital One’s Champion Homes SKY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $55.7M | Sell |
632,374
-650,000
| -51% | -$49.8M | 7.81% | 5 |
|
|
2026
Q1 | $95.4M | Sell |
1,282,374
-717,626
| -36% | -$61.8M | 14.05% | 1 |
|
|
2025
Q4 | $169M | Hold |
2,000,000
| – | – | 18.6% | 1 |
|
|
2025
Q3 | $153M | Sell |
2,000,000
-500,000
| -20% | -$35.3M | 23.49% | 1 |
|
|
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% | -$41.9M | 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% | -$14.8M | 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% | -$2.06M | 40.51% | 1 |
|
|
2019
Q2 | $94.2M | Sell |
3,439,759
-600,000
| -15% | -$13.7M | 44.68% | 1 |
|
|
2019
Q1 | $76.8M | Sell |
4,039,759
-1,500,000
| -27% | -$27.5M | 41.38% | 1 |
|
|
2018
Q4 | $81.4M | Sell |
5,539,759
-1,150,000
| -17% | -$25.4M | 44.08% | 1 |
|
|
2018
Q3 | $191M | Sell |
6,689,759
-6,964,430
| -51% | -$201M | 62.52% | 1 |
|
|
2018
Q2 | $478M | Buy |
+13,654,189
| New | +$393M | 81.7% | 1 |
|
Other funds holding SKY
WA
MAK Capital One's SKY Position: Q2 2026 in Review
MAK Capital One reduced its Champion Homes (SKY) stake by 51% in Q2 2026, selling an estimated $49.8M and leaving 632,374 shares worth $55.7M. The position accounts for 7.81% of the portfolio, ranked #5.
MAK Capital One first reported a position in SKY in Q2 2018 and has held it in 33 quarters since. The position peaked at $478M in Q2 2018. 370 funds tracked by Wall St. Rank hold SKY as of Q2 2026.
- MAK Capital One held 632,374 shares of Champion Homes worth $55.7M as of Q2 2026.
- MAK Capital One sold 650,000 Champion Homes shares in Q2 2026, an estimated $49.8M.
- Champion Homes made up 7.81% of MAK Capital One's portfolio in Q2 2026, its #5 holding.
- MAK Capital One first reported a position in Champion Homes in Q2 2018 and has held it in 33 quarters since.
- MAK Capital One's Champion Homes position peaked at $478M in Q2 2018.
- 370 funds tracked by Wall St. Rank held Champion Homes as of Q2 2026.
Based on MAK Capital One's 13F filing for Q2 2026, filed 14 Aug 2026.