SKY
Champion Homes, Inc. · Consumer Cyclical · Residential Construction
Momentum-inputs (vergelijkbare managers):
breedte van houders +18.8% ·
aandelenstroom +10.7% ·
netto nieuwe posities +10.5%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q3 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 62.63K | $5.35M | n/a | n/a |
| Q2 2026 | 127 | +13 | 41.26M | $3.63B | +18 | −4 |
| Q1 2026 | 116 | -1 | 40.07M | $2.98B | +7 | −9 |
| Q4 2025 | 116 | +1 | 45.91M | $3.88B | +2 | n/a |
| 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 | n/a | 13.45M | $911.32M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passief) | 8.88M | +6.7% | $678.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×15 |
| 2 | The Vanguard Group ✦ (passief) | 5.86M | -3.7% | $447.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 3 | Wellington Management ✦ | 4.80M | +7.5% | $366.62M | 0.1% | ▲ Add | 6 | SEC ↗ ×7 |
| 4 | State Street Global Advisors ✦ (passief) | 2.91M | +13.0% | $222.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 1.99M | -12.1% | $152.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 6 | Goldman Sachs Group ✦ | 1.67M | n/a | $127.41M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Marshall Wace ✦ | 1.40M | +1149.3% | $106.74M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Geode Capital Management ✦ (passief) | 1.32M | +7.0% | $100.86M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 9 | Point72 Asset Management ✦ | 922.25K | Nieuw | $70.43M | 0.2% | New | 1 | SEC ↗ |
| 10 | Capital World Investors ✦ | 800.00K | 0.0% | $61.10M | 0.0% | Held | 6 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 416.54K | n/a | $31.81M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 12 | JPMorgan Chase ✦ | 220.09K | n/a | $16.81M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 13 | GAMCO Investors ✦ | 181.40K | 0.0% | $13.85M | 0.1% | Held | 6 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 165.55K | -26.6% | $12.64M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 15 | Adage Capital Partners ✦ | 100.00K | Nieuw | $7.64M | 0.0% | New | 1 | SEC ↗ |
| 16 | T. Rowe Price ✦ | 49.86K | +9.5% | $3.81M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 17 | Millennium Management ✦ | 30.08K | +46.4% | $2.30M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 18 | Gotham Asset Management ✦ | 8.02K | -69.0% | $612,640 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 3.46K | Nieuw | $264,469 | 0.0% | New | 1 | SEC ↗ ×3 |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Point72 Asset Management | $70.43M | 0.2% |
| Adage Capital Partners | $7.64M | 0.0% |
| AQR Capital Management | $264,469 | 0.0% |
Verlaten
| Norges Bank | $40.36M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 337 houders, 58.66M aandelen, $4.24B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Open-market aankopen (P)
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Open-market verkopen (S)
Director · 1.50K aand · $139,830
Director · 1.10K aand · $104,500
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie