SKYNYSEMobile HomesFiscal year ends March 29
Champion Homes, Inc.
Financials through Q1 FY2027, quarter ended Jun 27, 2026Last filing: 10-Q on Aug 5, 2026
$75.11−2.63 (-3.38%)
Close on Oct 19, 2026
- Market cap
- $4.14B
- P/E (TTM)
- 22.0
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
61M of 54M shares
Institutional holders
370
68 new, 34 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
0 buys · 10 sales
Net sold $2.76M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 8,547,546 | 15.10% | 13G (passive) amendment | Sep 30, 2025 |
| Wellington Management Company LLP | 4,800,562 | 7.70% | 13G (passive) amendment | Sep 30, 2025 |
| Wellington Group Holdings LLP | 3,787,032 | 6.80% | 13G (passive) amendment | Mar 31, 2026 |
| Vanguard Portfolio Management | 3,122,661 | 5.64% | 13G (passive) | Mar 31, 2026 |
| State Street Corporation | 2,953,488 | 5.40% | 13G (passive) | Jun 30, 2026 |
| Vanguard Capital Management | 2,901,936 | 5.24% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SKY | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,014,453 | 16.61% | $794.35M | +169,102 | 0.01% |
| Vanguard Portfolio Management LLC | 3,298,843 | 6.08% | $290.69M | +224,788 | 0.01% |
| Wellington Management Group Llp | 3,214,115 | 5.92% | $283.23M | −572,917 | 0.05% |
| State Street Corp | 2,953,488 | 5.44% | $260.26M | +199,729 | 0.01% |
| Wasatch Advisors LP | 2,747,516 | 5.06% | $242.11M | +10,749 | 1.58% |
| Vanguard Capital Management LLC | 2,480,769 | 4.57% | $218.61M | +2,135 | 0.00% |
| Dimensional Fund Advisors LP | 1,765,629 | 3.25% | $155.59M | +29,465 | 0.03% |
| Geode Capital Management, LLC | 1,413,921 | 2.60% | $124.62M | +81,629 | 0.01% |
| Goldman Sachs Group Inc | 1,372,109 | 2.53% | $120.91M | +534,610 | 0.01% |
| Invesco Ltd. | 1,243,294 | 2.29% | $109.56M | +178,431 | 0.01% |
| Congress Asset Management Co /Ma | 1,212,960 | 2.23% | $106.89M | +172,072 | 0.66% |
| Fuller & Thaler Asset Management, Inc. | 1,170,868 | 2.16% | $103.18M | +43,333 | 0.28% |
| Point72 Asset Management, L.P. | 952,336 | 1.75% | $83.92M | +289,210 | 0.09% |
| Cramer Rosenthal McGlynn LLC | 950,177 | 1.75% | $83.73M | +182,901 | 4.24% |
| Capital World Investors | 821,719 | 1.51% | $72.41M | +21,719 | 0.01% |
| Charles Schwab Investment Management Inc | 789,546 | 1.45% | $69.57M | −69 | 0.01% |
| Bank Of Montreal /Can/ | 789,024 | 1.45% | $69.53M | −3,951 | 0.02% |
| American Century Companies Inc | 756,501 | 1.39% | $66.66M | −215,301 | 0.03% |
| Millennium Management LLC | 752,891 | 1.39% | $66.34M | +432,300 | 0.02% |
| UBS Group AG | 644,409 | 1.19% | $56.79M | +19,234 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 370 | 61M | 100.0% | 68 / 146 | 117 / 34 | 7M | 6M |
| Q1 2026 | 341 | 59M | 100.0% | 48 / 141 | 110 / 53 | 12M | 9M |
| Q4 2025 | 351 | 62M | 100.0% | 76 / 120 | 121 / 35 | 8M | 8M |
| Q3 2025 | 316 | 62M | 100.0% | 59 / 129 | 92 / 43 | 8M | 6M |
| Q2 2025 | 306 | 60M | 100.0% | 48 / 122 | 97 / 59 | 6M | 8M |
| Q1 2025 | 320 | 62M | 100.0% | 50 / 111 | 123 / 30 | 5M | 5M |
| Q4 2024 | 301 | 62M | 100.0% | 48 / 113 | 97 / 53 | 11M | 6M |
| Q3 2024 | 310 | 57M | 100.0% | 55 / 108 | 106 / 26 | 8M | 5M |
| Q2 2024 | 282 | 58M | 100.0% | 40 / 107 | 89 / 28 | 2M | 3M |
| Q1 2024 | 274 | 59M | 100.0% | 38 / 89 | 107 / 33 | 3M | 3M |
| Q4 2023 | 270 | 59M | 100.0% | 39 / 94 | 106 / 47 | 4M | 3M |
| Q3 2023 | 282 | 59M | 100.0% | 42 / 98 | 106 / 31 | 2M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SKY | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3,331,739 | 6.14% | $293.59M | 0.26% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,746,135 | 3.22% | $153.87M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,431,124 | 2.64% | $126.11M | 0.15% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,259,353 | 2.32% | $110.97M | 0.06% | Jun 30, 2026 |
| SMALLCAP World Fund Inc | 800,000 | 1.47% | $70.50M | 0.07% | Jun 30, 2026 |
| Fullerthaler Behavioral Small-Cap Growth | 760,600 | 1.40% | $67.02M | 1.09% | Jun 30, 2026 |
| Vanguard Explorer Fund | 740,861 | 1.36% | $58.98M | 0.27% | Jul 31, 2026 |
| Wasatch Core Growth Fund | 715,911 | 1.32% | $63.09M | 2.11% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 634,406 | 1.17% | $55.90M | 0.06% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Homebuilders ETF | 616,714 | 1.14% | $54.34M | 3.33% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 609,198 | 1.12% | $48.50M | 0.14% | Jul 31, 2026 |
| Congress Small Cap Growth Fund | 560,000 | 1.03% | $44.58M | 2.22% | Jul 31, 2026 |
| iShares U.S. Home Construction ETF | 534,078 | 0.98% | $47.06M | 1.81% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 506,388 | 0.93% | $44.62M | 0.26% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 398,742 | 0.73% | $35.14M | 0.05% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Timothy Mark Larson | President & CEO, Director | 118,639 | 0.22% | Mar 31, 2026 |
| Mark J. Yost | Former President and CEO, Director | 293,541 | 0.54% | May 13, 2025 |
| Jonathan Wade Lyall | EVP Sales/Business Development | 65,580 | 0.12% | Aug 17, 2026 |
| Laurel Krueger | CLO & Secretary | 37,068 | 0.07% | Aug 17, 2026 |
| John Allan Kastanek | Chief Customer Exp. Officer | 13,788 | 0.03% | Jun 15, 2026 |
| Joseph A. Kimmell | EVP, Operations | 32,118 | 0.06% | Jun 11, 2026 |
| Timothy A. Burkhardt | VP & Controller | 28,292 | 0.05% | Mar 31, 2026 |
| Laurie M. Hough | Other | 125,411 | 0.23% | Mar 31, 2026 |
| Timothy M. Kingston | Chief Accounting Officer | 3,604 | 0.01% | Mar 27, 2026 |
| David McKinstray | EVP, CFO, Treasurer | 16,142 | 0.03% | Mar 27, 2026 |
| Michael Haack | Director | 1,645 | 0.00% | Aug 27, 2026 |
| Michael B. Berman | Director | 10,951 | 0.02% | Aug 11, 2026 |
| Erin Claire Helgren | Director | 8,196 | 0.02% | Aug 10, 2026 |
| Nikul Patel | Director | 8,546 | 0.02% | Aug 3, 2026 |
| Mary Fedewa | Director | 5,666 | 0.01% | Aug 3, 2026 |
| Gary E. Robinette | Director | 39,332 | 0.07% | Aug 3, 2026 |
| Tawn Kelley | Director | 4,981 | 0.01% | Jul 25, 2025 |
| Eddie Capel | Director | 14,937 | 0.03% | Jul 25, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Michael Haack Director | Aug 26, 2026 | Award | +1,645 | – | – | 1,645 |
| Laurel Krueger CLO & Secretary | Aug 15, 2026 | Tax withholding | −1,356 | $94.53 | $128.18K | 37,068 |
| Jonathan Wade Lyall EVP Sales/Business Development | Aug 15, 2026 | Tax withholding | −1,804 | $94.53 | $170.53K | 65,580 |
| Michael B. Berman Director | Aug 10, 2026 | Sale | −1,500 | $93.22 | $139.83K | 6,825 |
| Erin Claire Helgren Director | Aug 7, 2026 | Sale | −1,100 | $95.00 | $104.50K | 8,196 |
| Laurel Krueger SVP, Gen. Counsel & Secretary | Aug 1, 2026 | Tax withholding | −750 | $79.61 | $59.71K | 38,424 |
| Nikul Patel Director | Jul 30, 2026 | Award | +1,867 | – | – | 8,546 |
| Erin Claire Helgren Director | Jul 30, 2026 | Award | +1,867 | – | – | 9,296 |
| Michael B. Berman Director | Jul 30, 2026 | Award | +1,867 | – | – | 12,451 |
| Mary Fedewa Director | Jul 30, 2026 | Award | +1,867 | – | – | 5,666 |
| Gary E. Robinette Director | Jul 30, 2026 | Award | +1,867 | – | – | 12,332 |
| John Allan Kastanek Chief Customer Exp. Officer | Jun 12, 2026 | Award | +6,268 | – | – | 13,788 |
| Joseph A. Kimmell EVP, Operations | Jun 9, 2026 | Sale | −4,000 | $75.91 | $303.64K | 32,118 |
| Joseph A. Kimmell EVP, Operations | Jun 5, 2026 | Sale | −5,043 | $75.83 | $382.41K | 38,997 |
| Joseph A. Kimmell EVP, Operations | Jun 5, 2026 | Sale | −2,879 | $75.48 | $217.31K | 36,118 |
| Timothy Mark Larson President & CEO, Director | Mar 31, 2026 | Tax withholding | −1,053 | $72.54 | $76.38K | 118,639 |
| Jonathan Wade Lyall EVP Sales/Business Development | Mar 29, 2026 | Tax withholding | −508 | $72.54 | $36.85K | 67,384 |
| Timothy A. Burkhardt VP & Controller | Mar 29, 2026 | Tax withholding | −399 | $72.54 | $28.94K | 28,292 |
| Joseph A. Kimmell EVP, Operations | Mar 29, 2026 | Tax withholding | −606 | $72.54 | $43.96K | 44,040 |
| Laurie M. Hough Other | Mar 29, 2026 | Tax withholding | −1,259 | $72.54 | $91.33K | 125,411 |
| Timothy M. Kingston Chief Accounting Officer | Mar 25, 2026 | Award | +1,802 | – | – | 3,604 |
| Timothy M. Kingston Chief Accounting Officer | Mar 25, 2026 | Award | +1,802 | – | – | 1,802 |
| Timothy A. Burkhardt VP & Controller | Mar 25, 2026 | Tax withholding | −1,168 | $72.54 | $84.73K | 28,691 |
| Timothy A. Burkhardt VP & Controller | Mar 25, 2026 | Tax withholding | −312 | $75.62 | $23.59K | 29,859 |
| Timothy A. Burkhardt VP & Controller | Mar 25, 2026 | Tax withholding | −2,369 | $72.54 | $171.85K | 30,171 |
| Joseph A. Kimmell EVP, Operations | Mar 25, 2026 | Tax withholding | −1,736 | $72.54 | $125.93K | 45,120 |
| Joseph A. Kimmell EVP, Operations | Mar 25, 2026 | Tax withholding | −474 | $75.62 | $35.84K | 44,646 |
| Joseph A. Kimmell EVP, Operations | Mar 25, 2026 | Tax withholding | −3,466 | $72.54 | $251.42K | 46,856 |
| Timothy Mark Larson President & CEO, Director | Mar 25, 2026 | Award | +22,517 | – | – | 101,177 |
| Timothy Mark Larson President & CEO, Director | Mar 25, 2026 | Tax withholding | −3,928 | $72.54 | $284.94K | 78,660 |
| Timothy Mark Larson President & CEO, Director | Mar 25, 2026 | Award | +22,517 | – | – | 123,694 |
| Timothy Mark Larson President & CEO, Director | Mar 25, 2026 | Tax withholding | −2,074 | $72.54 | $150.45K | 121,620 |
| Timothy Mark Larson President & CEO, Director | Mar 25, 2026 | Tax withholding | −1,928 | $75.62 | $145.80K | 119,692 |
| Laurel Krueger SVP, Gen. Counsel & Secretary | Mar 25, 2026 | Award | +5,670 | – | – | 39,610 |
| Laurel Krueger SVP, Gen. Counsel & Secretary | Mar 25, 2026 | Tax withholding | −436 | $75.62 | $32.97K | 39,174 |
| Laurel Krueger SVP, Gen. Counsel & Secretary | Mar 25, 2026 | Award | +5,670 | – | – | 33,940 |
| Laurie M. Hough Other | Mar 25, 2026 | Tax withholding | −4,814 | $72.54 | $349.21K | 129,869 |
| Laurie M. Hough Other | Mar 25, 2026 | Tax withholding | −2,374 | $72.54 | $172.21K | 127,495 |
| Laurie M. Hough Other | Mar 25, 2026 | Tax withholding | −825 | $75.62 | $62.39K | 126,670 |
| Jonathan Wade Lyall EVP Sales/Business Development | Mar 25, 2026 | Award | +5,721 | – | – | 64,024 |
| Jonathan Wade Lyall EVP Sales/Business Development | Mar 25, 2026 | Tax withholding | −397 | $75.62 | $30.02K | 67,892 |
| Jonathan Wade Lyall EVP Sales/Business Development | Mar 25, 2026 | Tax withholding | −3,466 | $72.54 | $251.42K | 58,303 |
| Jonathan Wade Lyall EVP Sales/Business Development | Mar 25, 2026 | Award | +5,721 | – | – | 69,745 |
| Jonathan Wade Lyall EVP Sales/Business Development | Mar 25, 2026 | Tax withholding | −1,456 | $72.54 | $105.62K | 68,289 |
| David McKinstray EVP, CFO, Treasurer | Mar 25, 2026 | Award | +7,842 | – | – | 16,142 |
| David McKinstray EVP, CFO, Treasurer | Mar 25, 2026 | Award | +7,842 | – | – | 23,984 |
| Joseph A. Kimmell EVP, Operations | Mar 20, 2026 | Tax withholding | −975 | $72.54 | $70.73K | 50,322 |
| Timothy A. Burkhardt VP & Controller | Mar 20, 2026 | Tax withholding | −690 | $72.54 | $50.05K | 32,540 |
| Jonathan Wade Lyall EVP Sales/Business Development | Mar 20, 2026 | Tax withholding | −829 | $72.54 | $60.14K | 61,769 |
| Timothy Mark Larson President & CEO, Director | Mar 20, 2026 | Tax withholding | −1,113 | $72.54 | $80.74K | 82,588 |
| Laurie M. Hough Other | Mar 20, 2026 | Tax withholding | −1,289 | $72.54 | $93.50K | 134,683 |
| Joseph A. Kimmell EVP, Operations | Mar 6, 2026 | Sale | −2,880 | $82.25 | $236.88K | 51,297 |
| David McKinstray EVP, CFO, Treasurer | Jan 12, 2026 | Award | +8,300 | – | – | 8,300 |
| Timothy Mark Larson President & CEO, Director | Dec 16, 2025 | Tax withholding | −2,423 | $86.12 | $208.67K | 83,701 |
| Timothy A. Burkhardt VP & Controller | Dec 12, 2025 | Option exercise | +6,350 | $31.21 | $198.18K | 39,580 |
| Timothy A. Burkhardt VP & Controller | Dec 12, 2025 | Sale | −5,833 | $87.37 | $509.63K | 33,230 |
| Timothy A. Burkhardt VP & Controller | Dec 12, 2025 | Sale | −6,350 | $87.44 | $555.24K | 33,230 |
| Timothy A. Burkhardt VP & Controller | Dec 12, 2025 | Option exercise | +5,833 | $15.00 | $87.50K | 39,063 |
| Joseph A. Kimmell EVP, Operations | Dec 11, 2025 | Sale | −1,800 | $88.35 | $159.03K | 54,177 |
| Joseph A. Kimmell EVP, Operations | Nov 24, 2025 | Sale | −1,812 | $82.04 | $148.66K | 55,977 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Michael B. Berman Director | Aug 10, 2026 | 1,500 | $140.19K | Aug 10, 2026 | Stock Award |
| Joseph A. Kimmell Former Officer | Aug 7, 2026 | 2,650 | $243.93K | Aug 7, 2026 | Restricted Stock Vesting |
| Erin Claire Helgren Director | Aug 7, 2026 | 1,100 | $104.50K | Aug 7, 2026 | Restricted Stock Vesting |
| Laurie M. Hough Former Officer | Jun 12, 2026 | 11,491 | $919.38K | Jun 12, 2026 | Restricted Stock Vesting |
| Timothy A. Burkhardt Former Officer | Jun 12, 2026 | 11,128 | $883.12K | Jun 12, 2026 | Restricted Stock Vesting |
| Timothy A. Burkhardt Former Officer | Jun 11, 2026 | 12,856 | $998.48K | Jun 11, 2026 | Stock Option Exercise |
| Joseph A. Kimmell Officer | Jun 9, 2026 | 4,000 | $303.64K | Jun 9, 2026 | Restricted Stock Vesting |
| Joseph A. Kimmell Officer | Jun 5, 2026 | 5,043 | $382.41K | Jun 5, 2026 | Restricted Stock Vesting |
| Joseph A. Kimmell Officer | Jun 5, 2026 | 2,879 | $216.75K | Jun 5, 2026 | Restricted Stock Award |
| Joseph A. Kimmell Director | Mar 6, 2026 | 5,759 | $476.38K | Mar 6, 2026 | Restricted Stock Award |
| Timothy A. Burkhardt Officer | Dec 12, 2025 | 12,183 | $1.06M | Dec 12, 2025 | Option Granted - 01/03/2019 |
| Joseph A. Kimmell Officer | Dec 11, 2025 | 1,800 | $159.03K | Dec 11, 2025 | Restricted Stock Vesting |
| Joseph A. Kimmell Officer | Nov 24, 2025 | 1,812 | $148.66K | Nov 24, 2025 | Restricted Stock Vesting |
| Joseph A. Kimmell Officer | Aug 8, 2025 | 4,400 | $295.15K | Aug 8, 2025 | Vested RSAs |
| Michael B. Berman Director | Mar 3, 2025 | 1,000 | $101.87K | Mar 3, 2025 | Stock Award |