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Tensile Capital Management’s Champion Homes SKY Stock Holding History

Tensile 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
2026
Q2 		$17.9M Sell
203,583
-7,560
-4% -$579K 2.48% 16
2026
Q1 		$15.7M Sell
211,143
-37,419
-15% -$3.22M 2.25% 18
2025
Q4 		$21M Sell
248,562
-59,600
-19% -$4.7M 2.72% 14
2025
Q3 		$23.5M Buy
+308,162
New +$21.8M 2.94% 12

Other funds holding SKY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tensile Capital Management's SKY Position: Q2 2026 in Review

Tensile Capital Management reduced its Champion Homes (SKY) stake by 3.6% in Q2 2026, selling an estimated $579K and leaving 203,583 shares worth $17.9M. The position accounts for 2.48% of the portfolio, ranked #16.

Tensile Capital Management first reported a position in SKY in Q3 2025 and has held it in 4 quarters since. The position peaked at $23.5M in Q3 2025. 370 funds tracked by Wall St. Rank hold SKY as of Q2 2026.

  • Tensile Capital Management held 203,583 shares of Champion Homes worth $17.9M as of Q2 2026.
  • Tensile Capital Management sold 7,560 Champion Homes shares in Q2 2026, an estimated $579K.
  • Champion Homes made up 2.48% of Tensile Capital Management's portfolio in Q2 2026, its #16 holding.
  • Tensile Capital Management first reported a position in Champion Homes in Q3 2025 and has held it in 4 quarters since.
  • Tensile Capital Management's Champion Homes position peaked at $23.5M in Q3 2025.
  • 370 funds tracked by Wall St. Rank held Champion Homes as of Q2 2026.

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