Meritage Portfolio Management’s Champion Homes SKY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,982	Closed	-$304K	–	338
2025 Q3	$304K	Sell	3,982 -1,822	-31%	-$129K	0.02%	281
2025 Q2	$363K	Sell	5,804 -283	-5%	-$22K	0.02%	270
2025 Q1	$577K	Buy	6,087 +389	+7%	+$37.3K	0.04%	228
2024 Q4	$502K	Buy	5,698 +428	+8%	+$41.4K	0.03%	247
2024 Q3	$500K	Buy	5,270 +525	+11%	+$44K	0.03%	256
2024 Q2	$321K	Sell	4,745 -41	-0.9%	-$3.07K	0.02%	284
2024 Q1	$407K	Sell	4,786 -437	-8%	-$33.7K	0.03%	270
2023 Q4	$388K	Buy	5,223 +269	+5%	+$16.9K	0.03%	270
2023 Q3	$316K	Buy	4,954 +247	+5%	+$16.6K	0.02%	278
2023 Q2	$308K	Buy	4,707 +1,370	+41%	+$93.1K	0.02%	288
2023 Q1	$251K	Buy	+3,337	New	+$215K	0.02%	279
2022 Q1	–	Sell	-2,714	Closed	-$214K	–	378
2021 Q4	$214K	Buy	+2,714	New	+$196K	0.01%	315