13FPulse
SK

SKY CHAMPION HOMES INC

2026Q2 · CUSIP 830830105 · Sector: Other

Piling in

Net holder growth ranks near the top of the market

Funds that own it
364
Institutions that reported holding it to the SEC
Net increase in holders
+27
Last quarter 337 → now 364
How unusual is that
Top 20%
Stronger buying than 88% of US stocks
What the filings say, in one paragraph

364 funds held SKY at the end of 2026Q2, up 27 from the quarter before. That is stronger buying than 87.9% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $2.7B(YoY +4.5%), the P/E is 25.2x, return on equity is 12.2%. SKY has had 15 buying rushes in its history, and the price moved -0.5% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Other sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=29 2013Q4: holders=28 2014Q1: holders=33 2014Q2: holders=31 2014Q3: holders=29 2014Q4: holders=28 2015Q1: holders=29 2015Q2: holders=26 2015Q3: holders=25 2015Q4: holders=26 2016Q1: holders=33 2016Q2: holders=33 2016Q3: holders=33 2016Q4: holders=34 2017Q1: holders=28 2017Q2: holders=31 2017Q3: holders=30 2017Q4: holders=32 2018Q1: holders=49 2018Q2: holders=81 2018Q3: holders=127 2018Q4: holders=129 2019Q1: holders=133 2019Q2: holders=144 2019Q3: holders=165 2019Q4: holders=179 2020Q1: holders=167 2020Q2: holders=149 2020Q3: holders=162 2020Q4: holders=165 2021Q1: holders=178 2021Q2: holders=200 2021Q3: holders=211 2021Q4: holders=263 2022Q1: holders=265 2022Q2: holders=256 2022Q3: holders=263 2022Q4: holders=253 2023Q1: holders=283 2023Q2: holders=273 2023Q3: holders=281 2023Q4: holders=270 2024Q1: holders=275 2024Q2: holders=282 2024Q3: holders=309 2024Q4: holders=302 2025Q1: holders=319 2025Q2: holders=308 2025Q3: holders=313 2025Q4: holders=351 2026Q1: holders=337 2026Q2: holders=364 -52 -26 +0 +26 +52 22203383 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 15 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2025Q4 Top 20% -22.8% -26.3%
2025Q1 Top 20% -28.0% -18.0%
2024Q3 Top 20% -8.2% +3.4%
2023Q1 Top 5% -8.0% -7.9%
2022Q3 Top 20% +8.0% +44.2%
2021Q4 Top 10% -25.1% -29.6%
2021Q3 Top 20% -0.3% -6.8%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
194
Change in large funds
+24
Total value they hold
$5.3B
Funds buying for the first time
69
Funds that sold out entirely
42
Price change that quarter
+31.1%
Funds holding puts (bearish)
6
Funds holding calls (bullish)
6

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
25.2
EPS (TTM)
$3.42
EPS YoY
-9.0%
Revenue (TTM)
$2.7B
Revenue YoY
+4.5%
Net margin
7.2%
ROE
12.2%
Debt ratio
26.8%
FCF (TTM)
$266M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-07-03: EPS 0.75 2021-10-02: EPS 0.89 2022-01-01: EPS 1.18 2022-07-02: EPS 2.04 2022-10-01: EPS 2.51 2022-12-31: EPS 1.44 2023-04-01: EPS 1.01 2023-07-01: EPS 0.89 2023-09-30: EPS 0.79 2023-12-30: EPS 0.81 2024-03-30: EPS 0.04 2024-06-29: EPS 0.79 2024-09-28: EPS 0.94 2024-12-28: EPS 1.06 2025-03-29: EPS 0.63 2025-06-28: EPS 1.13 2025-09-27: EPS 1.03 2025-12-27: EPS 0.97 2026-03-28: EPS 0.53 2026-06-27: EPS 0.89 0M 403M 807M $M 0.00 1.38 2.76 201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 21 7 23 40 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-8M104M215M 2017201820192020202120222023202420252026
Latest quarter $43M (2026-03-28)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-27 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.