SMA Capital’s Champion Homes SKY Stock Holding History

SMA Capital’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 Q2	$3.88M	Buy	44,000 +1,850	+4%	+$142K	1.63%	22
2026 Q1	$3.13M	Buy	42,150 +25,150	+148%	+$2.17M	1.35%	30
2025 Q4	$1.44M	Buy	+17,000	New	+$1.34M	0.69%	39

Other funds holding SKY

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SMA Capital's SKY Position: Q2 2026 in Review

SMA Capital increased its Champion Homes (SKY) stake by 4.4% in Q2 2026, buying an estimated $142K and bringing the position to 44,000 shares worth $3.88M. The position accounts for 1.63% of the portfolio, ranked #22.

SMA Capital first reported a position in SKY in Q4 2025 and has held it in 3 quarters since. 370 funds tracked by Wall St. Rank hold SKY as of Q2 2026.

SMA Capital held 44,000 shares of Champion Homes worth $3.88M as of Q2 2026.
SMA Capital bought 1,850 Champion Homes shares in Q2 2026, an estimated $142K.
Champion Homes made up 1.63% of SMA Capital's portfolio in Q2 2026, its #22 holding.
SMA Capital first reported a position in Champion Homes in Q4 2025 and has held it in 3 quarters since.
370 funds tracked by Wall St. Rank held Champion Homes as of Q2 2026.

Based on SMA Capital's 13F filing for Q2 2026, filed 14 Aug 2026.