Summit Partners Public Asset Management’s Champion Homes SKY Stock Holding History

Summit Partners Public Asset 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	-400,000	Closed	-$37.9M	–	185
2025 Q1	$37.9M	Buy	+400,000	New	+$38.4M	0.97%	36
2022 Q2	–	Sell	-220,000	Closed	-$12.1M	–	174
2022 Q1	$12.1M	Buy	220,000 +120,000	+120%	+$8.13M	0.43%	70
2021 Q4	$7.9M	Buy	+100,000	New	+$7.22M	0.3%	83

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 $3.37T AUM 44.26% 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

Summit Partners Public Asset Management's SKY Position: Q2 2026 in Review

Summit Partners Public Asset Management increased its Champion Homes (SKY) stake by 7.9% in Q2 2026, buying an estimated $2.23M and bringing the position to 400,000 shares worth $35.2M. The position accounts for 0.62% of the portfolio, ranked #54.

Summit Partners Public Asset Management first reported a position in SKY in Q3 2018 and has held it in 25 quarters since. The position peaked at $91.4M in Q4 2021. 370 funds tracked by Wall St. Rank hold SKY as of Q2 2026.

Summit Partners Public Asset Management held 400,000 shares of Champion Homes worth $35.2M as of Q2 2026.
Summit Partners Public Asset Management bought 29,168 Champion Homes shares in Q2 2026, an estimated $2.23M.
Champion Homes made up 0.62% of Summit Partners Public Asset Management's portfolio in Q2 2026, its #54 holding.
Summit Partners Public Asset Management first reported a position in Champion Homes in Q3 2018 and has held it in 25 quarters since.
Summit Partners Public Asset Management's Champion Homes position peaked at $91.4M in Q4 2021.
370 funds tracked by Wall St. Rank held Champion Homes as of Q2 2026.

Based on Summit Partners Public Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.