SKY
Champion Homes, Inc. · Consumer Cyclical · Residential Construction
Señales de momentum (gestores comparables):
amplitud de titulares -6.7% ·
flujo de acciones -7.1% ·
nuevas posiciones netas -7.1%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 126 | +13 | 41.12M | $3.62B | +18 | −5 |
| Q1 2026 | 116 | -1 | 40.07M | $2.98B | +7 | −9 |
| Q4 2025 | 116 | +1 | 45.91M | $3.88B | +2 | — |
| Q3 2025 | 19 | +3 | 31.73M | $2.42B | +3 | −1 |
| Q2 2025 | 14 | -1 | 27.01M | $1.69B | +1 | −2 |
| Q1 2025 | 12 | 0 | 12.40M | $1.17B | +1 | −1 |
| Q4 2024 | 12 | -1 | 13.16M | $1.16B | +1 | −2 |
| Q3 2024 | 12 | 0 | 12.41M | $1.18B | +1 | −1 |
| Q2 2024 | 12 | — | 13.45M | $911.32M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 8.32M | — | $520.99M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 8.32M | — | $520.99M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 8.32M | — | $520.99M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 8.32M | — | $520.99M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 8.32M | — | $520.99M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 8.32M | — | $520.99M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 8.32M | — | $520.99M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 8.32M | — | $520.99M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 8.32M | — | $520.99M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 8.32M | — | $520.99M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 8.32M | — | $520.99M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 8.32M | — | $520.99M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 8.32M | — | $520.99M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 8.32M | — | $520.99M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 8.32M | — | $520.99M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (pasivo) | 8.32M | — | $520.99M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | The Vanguard Group ✦ (pasivo) | 6.09M | — | $381.08M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | The Vanguard Group ✦ (pasivo) | 6.09M | — | $381.08M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | The Vanguard Group ✦ (pasivo) | 6.09M | — | $381.08M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | The Vanguard Group ✦ (pasivo) | 6.09M | — | $381.08M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | The Vanguard Group ✦ (pasivo) | 6.09M | — | $381.08M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wellington Management ✦ | 4.47M | +5.2% | $279.67M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 23 | Wellington Management ✦ | 4.47M | +5.2% | $279.67M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 24 | Wellington Management ✦ | 4.47M | +5.2% | $279.67M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 25 | Wellington Management ✦ | 4.47M | +5.2% | $279.67M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 26 | Wellington Management ✦ | 4.47M | +5.2% | $279.67M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 27 | Wellington Management ✦ | 4.47M | +5.2% | $279.67M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 28 | Wellington Management ✦ | 4.47M | +5.2% | $279.67M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 29 | State Street Global Advisors ✦ (pasivo) | 2.58M | +4.0% | $161.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 2.27M | — | $141.87M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 2.27M | — | $141.87M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 2.27M | — | $141.87M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 2.27M | — | $141.87M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Geode Capital Management ✦ (pasivo) | 1.23M | -0.5% | $77.27M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 35 | Geode Capital Management ✦ (pasivo) | 1.23M | -0.5% | $77.27M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 36 | Capital World Investors ✦ | 800.00K | -71.6% | $50.09M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 37 | Norges Bank ✦ (pasivo) | 644.62K | +2.5% | $40.36M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 38 | Citadel Advisors ✦ | 225.38K | +305.8% | $14.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 39 | Citadel Advisors ✦ | 225.38K | +305.8% | $14.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 40 | GAMCO Investors ✦ | 181.40K | -1.0% | $11.36M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 41 | Marshall Wace ✦ | 111.87K | Nuevo | $7.00M | 0.0% | New | 1 | SEC ↗ |
| 42 | Marshall Wace ✦ | 111.87K | Nuevo | $7.00M | 0.0% | New | 1 | SEC ↗ |
| 43 | Marshall Wace ✦ | 111.87K | Nuevo | $7.00M | 0.0% | New | 1 | SEC ↗ |
| 44 | T. Rowe Price ✦ | 45.52K | -87.6% | $2.85M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 45 | Gotham Asset Management ✦ | 25.84K | +13.2% | $1.62M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 46 | Millennium Management ✦ | 20.55K | -70.7% | $1.29M | 0.0% | ▼ Trim | 5 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Marshall Wace | $7.00M | 0.0% |
| Marshall Wace | $7.00M | 0.0% |
| Marshall Wace | $7.00M | 0.0% |
Posición cerrada
| Point72 Asset Management | $26.95M | era 0.1% |
| AQR Capital Management | $293,851 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 337 tenedores, 58.66M acciones, $4.24B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Director · 1.50K acc. · $139,830
Director · 1.10K acc. · $104,500
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología