NPIC
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Neumeier Poma Investment Counsel’s Champion Homes SKY Stock Holding History

Neumeier Poma Investment Counsel’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
Q1 		$35.4M Sell
475,711
-8,485
-2% -$731K 2.92% 16
2025
Q4 		$40.9M Buy
484,196
+138,890
+40% +$10.9M 3.38% 12
2025
Q3 		$26.4M Buy
345,306
+167,295
+94% +$11.8M 2.16% 24
2025
Q2 		$11.1M Sell
178,011
-175,345
-50% -$13.6M 1.04% 39
2025
Q1 		$33.5M Sell
353,356
-3,260
-0.9% -$313K 3.6% 8
2024
Q4 		$31.4M Sell
356,616
-6,314
-2% -$610K 3.05% 12
2024
Q3 		$34.4M Sell
362,930
-31,895
-8% -$2.67M 3.28% 9
2024
Q2 		$26.7M Sell
394,825
-10,175
-3% -$762K 2.45% 16
2024
Q1 		$34.4M Sell
405,000
-43,225
-10% -$3.34M 3.16% 14
2023
Q4 		$33.3M Buy
448,225
+55,590
+14% +$3.49M 2.97% 18
2023
Q3 		$25M Buy
392,635
+5,895
+2% +$396K 2.44% 20
2023
Q2 		$25.3M Sell
386,740
-25,070
-6% -$1.7M 2.32% 24
2023
Q1 		$31M Buy
411,810
+29,065
+8% +$1.87M 2.89% 14
2022
Q4 		$19.7M Buy
382,745
+25,995
+7% +$1.38M 1.83% 27
2022
Q3 		$18.9M Sell
356,750
-43,840
-11% -$2.56M 1.87% 25
2022
Q2 		$19M Buy
400,590
+7,510
+2% +$387K 1.49% 34
2022
Q1 		$21.6M Buy
+393,080
New +$26.6M 1.45% 34

Other funds holding SKY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return

Neumeier Poma Investment Counsel's SKY Position: Q1 2026 in Review

Neumeier Poma Investment Counsel reduced its Champion Homes (SKY) stake by 1.8% in Q1 2026, selling an estimated $731K and leaving 475,711 shares worth $35.4M. The position accounts for 2.92% of the portfolio, ranked #16.

Neumeier Poma Investment Counsel first reported a position in SKY in Q1 2022 and has held it in 17 quarters since. The position peaked at $40.9M in Q4 2025. 341 funds tracked by Wall St. Rank hold SKY as of Q1 2026.

  • Neumeier Poma Investment Counsel held 475,711 shares of Champion Homes worth $35.4M as of Q1 2026.
  • Neumeier Poma Investment Counsel sold 8,485 Champion Homes shares in Q1 2026, an estimated $731K.
  • Champion Homes made up 2.92% of Neumeier Poma Investment Counsel's portfolio in Q1 2026, its #16 holding.
  • Neumeier Poma Investment Counsel first reported a position in Champion Homes in Q1 2022 and has held it in 17 quarters since.
  • Neumeier Poma Investment Counsel's Champion Homes position peaked at $40.9M in Q4 2025.
  • 341 funds tracked by Wall St. Rank held Champion Homes as of Q1 2026.

Based on Neumeier Poma Investment Counsel's 13F filing for Q1 2026, filed 13 May 2026.