MPM
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Meritage Portfolio Management’s Champion Homes SKY Stock Holding History

Meritage Portfolio 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
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

Other funds holding SKY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MCO
MAK Capital One New York $714M AUM 68.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Meritage Portfolio Management's SKY Position: Q4 2025 in Review

Meritage Portfolio Management sold out of Champion Homes (SKY) in Q4 2025, closing a stake of 3,982 shares — an estimated $304K sold.

Meritage Portfolio Management first reported a position in SKY in Q4 2021 and held it in 12 quarters. The position peaked at $577K in Q1 2025. 351 funds tracked by Wall St. Rank hold SKY as of Q4 2025.

  • Meritage Portfolio Management reported no remaining Champion Homes position as of Q4 2025 after selling out during the quarter.
  • Meritage Portfolio Management sold 3,982 Champion Homes shares in Q4 2025, an estimated $304K.
  • Meritage Portfolio Management first reported a position in Champion Homes in Q4 2021 and held it in 12 quarters.
  • Meritage Portfolio Management's Champion Homes position peaked at $577K in Q1 2025.
  • 351 funds tracked by Wall St. Rank held Champion Homes as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.