Punch & Associates Investment Management’s Champion Homes SKY Stock Holding History

Punch & Associates Investment 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	-164,045	Closed	-$12.5M	–	166
2025 Q3	$12.5M	Sell	164,045 -1,359	-0.8%	-$96K	0.73%	53
2025 Q2	$10.4M	Buy	165,404 +1,769	+1%	+$138K	0.64%	63
2025 Q1	$15.5M	Buy	163,635 +3,293	+2%	+$316K	1.02%	26
2024 Q4	$14.1M	Sell	160,342 -676	-0.4%	-$65.4K	0.77%	44
2024 Q3	$15.3M	Buy	161,018 +2,021	+1%	+$169K	0.84%	39
2024 Q2	$10.8M	Buy	158,997 +57,646	+57%	+$4.32M	0.63%	61
2024 Q1	$8.62M	Buy	101,351 +730	+0.7%	+$56.4K	0.49%	89
2023 Q4	$7.47M	Buy	100,621 +599	+0.6%	+$37.7K	0.44%	103
2023 Q3	$6.37M	Buy	+100,022	New	+$6.72M	0.41%	101

Other funds holding SKY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MCO

MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Punch & Associates Investment Management's SKY Position: Q4 2025 in Review

Punch & Associates Investment Management sold out of Champion Homes (SKY) in Q4 2025, closing a stake of 164,045 shares — an estimated $12.5M sold.

Punch & Associates Investment Management first reported a position in SKY in Q3 2023 and held it in 9 quarters. The position peaked at $15.5M in Q1 2025. 351 funds tracked by Wall St. Rank hold SKY as of Q4 2025.

Punch & Associates Investment Management reported no remaining Champion Homes position as of Q4 2025 after selling out during the quarter.
Punch & Associates Investment Management sold 164,045 Champion Homes shares in Q4 2025, an estimated $12.5M.
Punch & Associates Investment Management first reported a position in Champion Homes in Q3 2023 and held it in 9 quarters.
Punch & Associates Investment Management's Champion Homes position peaked at $15.5M in Q1 2025.
351 funds tracked by Wall St. Rank held Champion Homes as of Q4 2025.

Based on Punch & Associates Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.