TCM
SKY icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return

Tensile Capital Management's SKY Position: Q1 2026 in Review

Tensile Capital Management reduced its Champion Homes (SKY) stake by 15% in Q1 2026, selling an estimated $3.22M and leaving 211,143 shares worth $15.7M. The position accounts for 2.25% of the portfolio, ranked #18.

Tensile Capital Management first reported a position in SKY in Q3 2025 and has held it in 3 quarters since. The position peaked at $23.5M in Q3 2025. 341 funds tracked by Wall St. Rank hold SKY as of Q1 2026.

  • Tensile Capital Management held 211,143 shares of Champion Homes worth $15.7M as of Q1 2026.
  • Tensile Capital Management sold 37,419 Champion Homes shares in Q1 2026, an estimated $3.22M.
  • Champion Homes made up 2.25% of Tensile Capital Management's portfolio in Q1 2026, its #18 holding.
  • Tensile Capital Management first reported a position in Champion Homes in Q3 2025 and has held it in 3 quarters since.
  • Tensile Capital Management's Champion Homes position peaked at $23.5M in Q3 2025.
  • 341 funds tracked by Wall St. Rank held Champion Homes as of Q1 2026.

Based on Tensile Capital Management's 13F filing for Q1 2026, filed 15 May 2026.