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Portolan Capital Management’s Champion Homes SKY Stock Holding History

Portolan Capital 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
Q2 		– Sell
-8,971
Closed -$850K – 138
2025
Q1 		$850K Sell
8,971
-25
-0.3% -$2.4K 0.06% 104
2024
Q4 		$793K Sell
8,996
-25,013
-74% -$2.42M 0.05% 128
2024
Q3 		$3.23M Sell
34,009
-10,417
-23% -$873K 0.23% 104
2024
Q2 		$3.01M Sell
44,426
-36,221
-45% -$2.71M 0.25% 103
2024
Q1 		$6.86M Sell
80,647
-1,819
-2% -$140K 0.52% 70
2023
Q4 		$6.12M Buy
82,466
+21,505
+35% +$1.35M 0.54% 67
2023
Q3 		$3.88M Buy
60,961
+11,776
+24% +$791K 0.36% 84
2023
Q2 		$3.22M Sell
49,185
-2,403
-5% -$163K 0.29% 88
2023
Q1 		$3.88M Sell
51,588
-2,916
-5% -$188K 0.37% 86
2022
Q4 		$2.81M Buy
54,504
+9,380
+21% +$499K 0.28% 99
2022
Q3 		$2.39M Buy
45,124
+4,396
+11% +$256K 0.25% 107
2022
Q2 		$1.93M Sell
40,728
-14,411
-26% -$743K 0.19% 113
2022
Q1 		$3.03M Sell
55,139
-262,593
-83% -$17.8M 0.24% 107
2021
Q4 		$25.1M Buy
317,732
+4,565
+1% +$330K 1.69% 13
2021
Q3 		$18.8M Buy
313,167
+16,427
+6% +$973K 1.37% 26
2021
Q2 		$15.8M Buy
296,740
+32,769
+12% +$1.54M 1.14% 34
2021
Q1 		$11.9M Buy
263,971
+33,684
+15% +$1.35M 0.94% 40
2020
Q4 		$7.13M Sell
230,287
-91,833
-29% -$2.71M 0.65% 59
2020
Q3 		$8.62M Buy
322,120
+37,690
+13% +$1.03M 0.98% 34
2020
Q2 		$6.92M Buy
284,430
+123,791
+77% +$2.58M 0.79% 42
2020
Q1 		$2.52M Sell
160,639
-107,285
-40% -$2.86M 0.38% 78
2019
Q4 		$8.49M Sell
267,924
-46,793
-15% -$1.46M 0.86% 48
2019
Q3 		$9.47M Buy
314,717
+131,411
+72% +$3.8M 1.07% 34
2019
Q2 		$5.02M Buy
+183,306
New +$4.17M 0.54% 56

Other funds holding SKY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Portolan Capital Management's SKY Position: Q2 2025 in Review

Portolan Capital Management sold out of Champion Homes (SKY) in Q2 2025, closing a stake of 8,971 shares — an estimated $850K sold.

Portolan Capital Management first reported a position in SKY in Q2 2019 and held it in 24 quarters. The position peaked at $25.1M in Q4 2021. 306 funds tracked by Wall St. Rank hold SKY as of Q2 2025.

  • Portolan Capital Management reported no remaining Champion Homes position as of Q2 2025 after selling out during the quarter.
  • Portolan Capital Management sold 8,971 Champion Homes shares in Q2 2025, an estimated $850K.
  • Portolan Capital Management first reported a position in Champion Homes in Q2 2019 and held it in 24 quarters.
  • Portolan Capital Management's Champion Homes position peaked at $25.1M in Q4 2021.
  • 306 funds tracked by Wall St. Rank held Champion Homes as of Q2 2025.

Based on Portolan Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.