Walthausen & Co’s Champion Homes SKY Stock Holding History

Walthausen & Co’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
2022 Q3	$1.29M	Sell	24,450 -14,468	-37%	-$844K	1.08%	48
2022 Q2	$1.84M	Sell	38,918 -6,035	-13%	-$311K	0.83%	39
2022 Q1	$2.47M	Sell	44,953 -1,280	-3%	-$86.7K	0.7%	70
2021 Q4	$3.65M	Sell	46,233 -8,770	-16%	-$633K	0.96%	12
2021 Q3	$3.3M	Sell	55,003 -24,142	-31%	-$1.43M	0.84%	36
2021 Q2	$4.22M	Buy	79,145 +1,040	+1%	+$49K	0.93%	24
2021 Q1	$3.54M	Buy	+78,105	New	+$3.14M	0.75%	52
2020 Q3	–	Sell	-122,095	Closed	-$2.97M	–	139
2020 Q2	$2.97M	Sell	122,095 -120,410	-50%	-$2.51M	0.6%	71
2020 Q1	$3.8M	Buy	242,505 +21,205	+10%	+$566K	0.81%	66
2019 Q4	$7.01M	Buy	+221,300	New	+$6.89M	0.92%	51

Other funds holding SKY

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Walthausen & Co's SKY Position: Q3 2022 in Review

Walthausen & Co reduced its Champion Homes (SKY) stake by 37% in Q3 2022, selling an estimated $844K and leaving 24,450 shares worth $1.29M. The position accounts for 1.08% of the portfolio, ranked #48.

Walthausen & Co first reported a position in SKY in Q4 2019 and has held it in 10 quarters since. The position peaked at $7.01M in Q4 2019. 263 funds tracked by Wall St. Rank hold SKY as of Q3 2022.

Walthausen & Co held 24,450 shares of Champion Homes worth $1.29M as of Q3 2022.
Walthausen & Co sold 14,468 Champion Homes shares in Q3 2022, an estimated $844K.
Champion Homes made up 1.08% of Walthausen & Co's portfolio in Q3 2022, its #48 holding.
Walthausen & Co first reported a position in Champion Homes in Q4 2019 and has held it in 10 quarters since.
Walthausen & Co's Champion Homes position peaked at $7.01M in Q4 2019.
263 funds tracked by Wall St. Rank held Champion Homes as of Q3 2022.

Based on Walthausen & Co's 13F filing for Q3 2022, filed 14 Nov 2022.