SKY

Champion Homes Inc

4 super-investor ownerscombined $72Mlargest position 1.4%

1 NEW

4 of the 83 super-investors we track hold SKY, worth a combined $72M per their latest 13F filings. The largest position: Third Avenue Management at 1.4% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Conviction score: 27 of 100 (how strongly the cohort backs it) — ranked #457 of 742 stocks. Conviction rising: 1 more super-investor hold it than in 2026Q1.

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Why super-investors own SKY

SKY is held by 4 super-investors in our cohort, with a combined position value of $72M. The highest-conviction owner is Third Avenue Management at 1.4% of their portfolio. Cohort ownership has grown from 3 to 4 over the last four quarters — net interest is rising. This quarter the cohort registered 1 new positions.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2018Q2 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 4

Peak: 4

Owners (4) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Joel Greenblatt	<0.1%	29q	$29M	324,957
2	Stanley Druckenmiller	0.5%	— 1q	$22M	254,400
3	First Eagle Investment Management	<0.1%	21q	$12M	135,579
4	Third Avenue Management	1.4%	5q	$9M	100,576