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Spitfire Capital’s Champion Homes SKY Stock Holding History

Spitfire 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
2019
Q3 		$5.58M Sell
185,299
-19,701
-10% -$570K 7.23% 4
2019
Q2 		$5.61M Sell
205,000
-12,500
-6% -$284K 5.87% 8
2019
Q1 		$4.13M Buy
+217,500
New +$3.99M 4.32% 13

Other funds holding SKY

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Spitfire Capital's SKY Position: Q3 2019 in Review

Spitfire Capital reduced its Champion Homes (SKY) stake by 9.6% in Q3 2019, selling an estimated $570K and leaving 185,299 shares worth $5.58M. The position accounts for 7.23% of the portfolio, ranked #4.

Spitfire Capital first reported a position in SKY in Q1 2019 and has held it in 3 quarters since. The position peaked at $5.61M in Q2 2019. 163 funds tracked by Wall St. Rank hold SKY as of Q3 2019.

  • Spitfire Capital held 185,299 shares of Champion Homes worth $5.58M as of Q3 2019.
  • Spitfire Capital sold 19,701 Champion Homes shares in Q3 2019, an estimated $570K.
  • Champion Homes made up 7.23% of Spitfire Capital's portfolio in Q3 2019, its #4 holding.
  • Spitfire Capital first reported a position in Champion Homes in Q1 2019 and has held it in 3 quarters since.
  • Spitfire Capital's Champion Homes position peaked at $5.61M in Q2 2019.
  • 163 funds tracked by Wall St. Rank held Champion Homes as of Q3 2019.

Based on Spitfire Capital's 13F filing for Q3 2019, filed 14 Nov 2019.