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SKY Skyline Champion Corporation

Consumer Discretionary, filed as SKYLINE CHAMPION CORPORATION (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 1

  • 3 Owners
  • Max 1.4%
  • $43M
  • 1 new 1 exit 2 small

In 2026 Q2 Stanley Druckenmiller opened a position in Skyline Champion, while Ron Baron sold out.

Who owns this now

Largest portfolio weights among holders, up to 1.4% (Third Avenue Management). Not free-float ownership.

  1. Third Avenue Management Reduce 1.4%
  2. Stanley Druckenmiller New 0.43%
  3. First Eagle Investment Manage... Reduce 0.02%

Who owns SKY

Sorted by value, long equity only, as of 2026 Q2.

History
Stanley Druckenmiller, Duquesne Family Office 0.43% New 0.43% 254,400 $22M History
First Eagle Investment Management 0.02% Small trim −0.4% 135,579 $12M History
Third Avenue Management 1.4% Small trim −0.2% 100,576 $8.9M History
Ron Baron, Bamco Inc. (Baron Capital) exited 2026 Q2 Last 2026 Q1 0.11% Exit −0.11% 469,822 $35M History

3 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by SKY's executives, directors and 10% owners in the last 12 months, from their Form 4s

All SKY insider trades
  • None no insider bought on the open market
  • $2.8M sold by 4 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Michael B Berman Director
    Sale
    $140K 1,500 shares at $93.22 18% of stake
    Traded Aug 10 Filed Aug 11
    ↗
  2. Erin Claire Helgren Director
    Sale
    $105K 1,100 shares at $95.00 12% of stake
    Traded Aug 7 Filed Aug 10
    ↗
  3. Joseph A. Kimmell EVP, Operations
    Sale
    $304K 4,000 shares at $75.91 11% of stake
    Traded Jun 9 Filed Jun 11
    ↗
  4. Joseph A. Kimmell EVP, Operations
    Sale
    $600K 7,922 shares at $75.70 18% of stake
    Traded Jun 5 Filed Jun 9
    ↗
  5. Joseph A. Kimmell EVP, Operations
    Sale
    $237K 2,880 shares at $82.25 5.3% of stake
    Traded Mar 6 Filed Mar 9
    ↗
  6. Timothy A. Burkhardt VP & Controller
    Sale
    $1.1M 12,183 shares at $87.41 27% of stake
    Traded Dec 12, 2025 Filed Dec 16, 2025
    ↗
  7. Joseph A. Kimmell EVP, Operations
    Sale
    $159K 1,800 shares at $88.35 3.2% of stake
    Traded Dec 11, 2025 Filed Dec 15, 2025
    ↗
  8. Joseph A. Kimmell EVP, Operations
    Sale
    $149K 1,812 shares at $82.04 3.1% of stake
    Traded Nov 24, 2025 Filed Nov 25, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 30 share withholdings for taxes, 18 stock grants, and 2 option exercises.

Congress

2 members of Congress traded SKY in the last three years: 3 buys and 2 sales. 2 members listed it in 2025 annual reports.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Mar 3 filed Apr 7
  2. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Feb 23 filed Mar 9
  3. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Jun 16, 2025 filed Jul 10, 2025
  4. Josh Gottheimer D-NJ-5Joint Partial sale $1K–$15K Apr 9, 2025 filed May 14, 2025
  5. Josh Gottheimer D-NJ-5Joint Partial sale $1K–$15K Jun 21, 2024 filed Jul 9, 2024

SEC filings

Recent issuer filings from EDGAR, 18 shown.

Filed Form Detail Links
SCHEDULE 13G/A — Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 5.02,8.01,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
10-Q Filing Doc
8-K 2.02,8.01,9.01 Filing Doc
8-K 5.07 Filing Doc
SCHEDULE 13G — Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
8-K 5.02,9.01 Filing Doc
8-K 5.02 Filing Doc
8-K 2.02,8.01,9.01 Filing Doc
10-K Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 8.01 Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $2.61B $2.02B $2.48B $2.66B
Gross profit $818.68M $485.79M $664.02M $704.32M
Gross margin * 31.4% 24.0% 26.7% 26.4%
Net income $401.8M $146.7M $198.41M $206.9M
Net margin * 15.4% 7.2% 8.0% 7.8%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $1.04B $0.918B $1.09B $1.13B
Total non-current assets * $0.519B $1.01B $1.02B $1B
Total assets $1.56B $1.92B $2.11B $2.13B
Total current liabilities $248.92M $389.6M $451.31M $455.34M
Total non-current liabilities $80.81M $111.37M $114.66M $103.27M
Total equity $1.23B $1.42B $1.54B $1.57B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $416.22M $222.7M $240.86M $303.87M
Cash from investing -$61.18M -$485.68M -$46.16M -$57.2M
Cash from financing -$37.02M $10.86M -$73.04M -$222.22M
Net change in cash $312.04M -$252.39M $115.28M $27.92M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.