Skyline Champion

SKY • NYSE

Skyline Champion is a residential construction company in the consumer cyclical sector on NYSE, led by Timothy Larson, with a market cap of $4.9B. As of Q3 2025, 109% of shares are held by 309 institutional investors, with BlackRock, Inc. as the largest holder at 15.71%.

President and Chief Executive OfficerTimothy Larson

Market Cap$4.9B

Residential Construction

Consumer Cyclical

Employees8.6K

Websiteskylinechampion.com

Country

United States of America

Overview

Overview of institutional ownership in SKY as of Q3 2025 with a market cap of $4.3B

All Institutions

Institutions: 309
Value Held: $4.7B
Shares Held: 61.9M
Avg Position: $15.3M
Median Position: $770.7K

Hedge Funds

Hedge Funds: 32
Value Held: $386.7M
Shares Held: 5.1M
Avg Position: $12.1M
Median Position: $2.2M

Ownership Breakdown

Institutional (non-HF)

100.48%

$4.3B

Hedge Funds

8.96%

$386.7M

Retail & Other

Based on market cap of $4.3B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in SKY as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$678.1M 0.01% of portfolio	15.71% 8.9M shares	Q1 2017 Held for 8y 8m	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$447.5M 0.01% of portfolio	10.37% 5.9M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$366.6M 0.06% of portfolio	8.49% 4.8M shares	Q3 2018 Held for 7y 2m	$571.21B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$222.5M 0.01% of portfolio	5.15% 2.9M shares	Q2 2018 Held for 7y 5m	$2.88T
MAK CAPITAL ONE LLC Hedge Fund•Multi-Strategy	Michael Anthony Kaufman CIO	$152.7M 30.47% of portfolio	3.54% 2.0M shares	Q2 2018 Held for 7y 5m	$501.3M
FMR LLC Institution	-	$152.2M 0.01% of portfolio	3.53% 2.0M shares	Q1 2018 Held for 7y 8m	$1.92T
A AMERICAN CENTURY COMPANIES INC Institution	-	$138.5M 0.07% of portfolio	3.21% 1.8M shares	Q1 2019 Held for 6y 8m	$195.93B
Capital Research Global Investors RIA/Wealth	Maria Alejandra Herrera CIO	$134.6M 0.03% of portfolio	3.12% 1.8M shares	Q4 2024 Held for 11 months	$532.36B
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$127.4M 0.02% of portfolio	2.95% 1.7M shares	Q1 2018 Held for 7y 8m	$691.34B
ALLIANCEBERNSTEIN L.P. Long Only Manager	Seth Perry Bernstein CEO	$123.2M 0.04% of portfolio	2.86% 1.6M shares	Q3 2018 Held for 7y 2m	$317.45B

Net Capital Flow

Institutional buying and selling activity for SKY in Q3 2025

Traded: +$206.9M
Buyers: 184
Sellers: 134
Total Bought: +$613.1M
Total Sold: −$406.2M
Avg Position: $13.4M

Biggest Buyers

Institution	Net Bought	Current Position
Marshall Wace LLP Institution	+$98.2M +1.3M shares	$106.7M 1.4M shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	+$70.4M +922.3K shares	$70.4M 922.3K shares
B BlackRock, Inc. Institution	+$42.6M +558.2K shares	$678.1M 8.9M shares
WASATCH ADVISORS INC Long Only Manager	+$28.5M +372.5K shares	$87.7M 1.1M shares
STATE STREET CORP Institution	+$25.5M +334.1K shares	$222.5M 2.9M shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$25.5M +333.7K shares	$366.6M 4.8M shares
GOLDMAN SACHS GROUP INC Institution	+$24.7M +322.8K shares	$127.4M 1.7M shares
Tensile Capital Management LLC Hedge Fund•Value	+$23.5M +308.2K shares	$23.5M 308.2K shares
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Long Only Manager	+$18.1M +237.0K shares	$76.8M 1.0M shares
P Philadelphia Financial Management of San Francisco, LLC Hedge Fund•Sector	+$14.5M +190.2K shares	$14.5M 190.2K shares

Biggest Sellers

Institution	Net Sold	Current Position
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	−$142.9M −1.9M shares	$15.1M 197.5K shares
MAK CAPITAL ONE LLC Hedge Fund•Multi-Strategy	−$38.2M −500.0K shares	$152.7M 2.0M shares
FMR LLC Institution	−$20.9M −273.0K shares	$152.2M 2.0M shares
SILVERCREST ASSET MANAGEMENT GROUP LLC RIA/Wealth	−$18.8M −246.0K shares	$8.7M 114.4K shares
VANGUARD GROUP INC Institution	−$17.3M −226.8K shares	$447.5M 5.9M shares
Q Qube Research & Technologies Ltd Institution	−$15.9M −208.2K shares	$7.1M 92.8K shares
T T. Rowe Price Investment Management, Inc. Insurance Manager	−$14.3M −187.4K shares	$84.4M 1.1M shares
A AMERICAN CENTURY COMPANIES INC Institution	−$10.1M −131.8K shares	$138.5M 1.8M shares
SG Capital Management LLC Hedge Fund•Event Driven	−$7.1M −113.3K shares	Sold Off 0 shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	−$6.6M −86.3K shares	$786.4K 10.3K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SKY in Q3 2025

New Positions: 23
New Value: $79.5M
Exited Positions: 42
Exited Value: $44.0M

New Positions

Institution	Position Value
Tensile Capital Management LLC Hedge Fund•Value	$23.5M 308.2K shares
P Philadelphia Financial Management of San Francisco, LLC Hedge Fund•Sector	$14.5M 190.2K shares
E EMG Holdings, L.P. Institution	$13.0M 169.9K shares
K KINGDON CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Long/Short	$11.5M 150.0K shares
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	$7.3M 95.9K shares
R Roubaix Capital, LLC Hedge Fund•Long/Short	$4.8M 62.6K shares
B BRYN MAWR TRUST CO/PA Institution	$2.9M 37.4K shares
WSFS CAPITAL MANAGEMENT, LLC RIA/Wealth	$1.1M 13.8K shares
Quantinno Capital Management LP Hedge Fund•Market Neutral	$365.3K 4.8K shares
A Argent Trust Co Institution	$259.7K 3.4K shares

Exited Positions

Institution	Previous Position
SG Capital Management LLC Hedge Fund•Event Driven	$7.1M 113.3K shares
LOOMIS SAYLES & CO L P Long Only Manager	$5.3M 84.6K shares
Graham Capital Management, L.P. Hedge Fund•Multi-Strategy	$3.6M 57.3K shares
Atom Investors LP Hedge Fund•Market Neutral	$3.6M 56.8K shares
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	$3.5M 55.2K shares
Y Y-Intercept Ltd Institution	$2.9M 46.3K shares
Magnetar Financial LLC Hedge Fund•Multi-Strategy	$2.5M 40.4K shares
Hudson Bay Capital Management LP Hedge Fund•Multi-Strategy	$1.8M 28.1K shares
F Freestone Grove Partners LP Hedge Fund•Multi-Strategy	$1.7M 26.4K shares
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. Long Only Manager	$1.6M 26.2K shares

Options Activity

Institutions with the largest Call and Put options positions in SKY as of Q3 2025

Call Positions: 11
Call Value: $44.6M
Put Positions: 8
Put Value: $119.2M

Call Positions

Institution	Position Value
GOLDMAN SACHS GROUP INC Institution	$19.1M 2.5K contracts
E EMG Holdings, L.P. Institution	$7.6M 1.0K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$6.5M 856.0 contracts
LANDMARK INVESTMENT PARTNERS, L.P. Hedge Fund•Long/Short	$5.1M 663.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$4.3M 558.0 contracts
J JANE STREET GROUP, LLC Institution	$969.9K 127.0 contracts
W WOLVERINE TRADING, LLC Institution	$761.9K 102.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$160.4K 21.0 contracts
Walleye Trading LLC RIA/Wealth	$129.8K 17.0 contracts
Hudson Bay Capital Management LP Hedge Fund•Multi-Strategy	- - contracts

Put Positions

Institution	Position Value
MAK CAPITAL ONE LLC Hedge Fund•Multi-Strategy	$114.6M 15.0K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.8M 241.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.7M 224.0 contracts
J JANE STREET GROUP, LLC Institution	$939.4K 123.0 contracts
Walleye Trading LLC RIA/Wealth	$76.4K 10.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$38.2K 5.0 contracts
Hudson Bay Capital Management LP Hedge Fund•Multi-Strategy	- - contracts
R ROYAL BANK OF CANADA Institution	- - contracts

Most Committed Institutions

Institutions with SKY as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
MAK CAPITAL ONE LLC Hedge Fund•Multi-Strategy	Michael Anthony Kaufman CIO	30.47% $152.7M	3.54% 2.0M shares	Q2 2018 Held for 7y 5m	$501.3M
E EMG Holdings, L.P. Institution	-	13.56% $13.0M	0.30% 169.9K shares	Q3 2025 Held for 2 months	$95.7M
Blue Door Asset Management, LLC Hedge Fund•Long/Short	Michael Jay Luddy Managing Partner	3.44% $6.1M	0.14% 79.5K shares	Q3 2025 Held for 2 months	$176.7M
CRAMER ROSENTHAL MCGLYNN LLC Long Only Manager	Brian Michael Harvey CEO	3.26% $50.7M	1.17% 663.9K shares	Q3 2020 Held for 5y 2m	$1.6B
Tensile Capital Management LLC Hedge Fund•Value	Arthur Chiakai Young Managing Partner	2.94% $23.5M	0.55% 308.2K shares	Q3 2025 Held for 2 months	$800.4M
P Philadelphia Financial Management of San Francisco, LLC Hedge Fund•Sector	Jordan Neil Hymowitz Managing Partner	2.89% $14.5M	0.34% 190.2K shares	Q3 2025 Held for 2 months	$503.5M
Ulland Investment Advisors, LLC Long Only Manager	Nathaniel J. Beebe President	2.72% $3.6M	0.08% 46.7K shares	Q4 2021 Held for 3y 11m	$131.0M
R Roubaix Capital, LLC Hedge Fund•Long/Short	Christopher Edmund Hillary CEO	2.17% $4.8M	0.11% 62.6K shares	Q3 2025 Held for 2 months	$220.3M
NEUMEIER POMA INVESTMENT COUNSEL LLC Long Only Manager	Brian David Poma CEO	2.16% $26.4M	0.61% 345.3K shares	Q1 2022 Held for 3y 8m	$1.2B
K KINGDON CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Long/Short	Mark Elliot Kingdon CEO	1.79% $11.5M	0.27% 150.0K shares	Q3 2025 Held for 2 months	$638.2M

Hedge Fund Spotlight

Discover hedge funds investing in SKY

Walleye Trading Advisors, LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerWilliam Dunning England

Portfolio Value: $11.2B
Positions: 1,691
Last Reported: Q3 2025

Sector Allocation

Position in Skyline Champion

Market Value: $55.1K
Shares Held: 722.0
Portfolio Weight: 0.00%
Owned Since: 2025-Q3

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