SKY
Champion Homes Inc
3 super-investors hold SKY worth a combined $39M. The largest position: Third Avenue Management at 1.2% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 24 — ranked #570 of 724 scored stocks.
Why super-investors own SKY
Ownership of SKY within this cohort is thin and static: three managers hold a combined $39M, and the past four quarters have seen no additions, trims, or exits — the count has held at a consistent level with no new entrants in 2026Q1. Joel Greenblatt carries the largest dollar position at $21M, though it registers as a rounding error in his diversified book; Third Avenue Management has the highest conviction at 1.2% of portfolio with $7M; and First Eagle Investment Management holds $10M at negligible concentration. With zero cohort activity this quarter and a flat owner count over eight quarters, interest in SKY is neither rising nor fading — it is simply dormant.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2025Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 28q | $21M | 281,302 |
| 2 | First Eagle Investment Management | <0.1% | 20q | $10M | 136,171 |
| 3 | Third Avenue Management | 1.2% | 4q | $7M | 100,757 |
Owners of SKY also hold
Long US equity 13F-HR filings only. CUSIP 830830105. Not investment advice.