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SKY position history

The shares of Skyline Champion (SKY) that First Eagle Investment Management, LLC reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2021 Q3: 5,761 shares, $346K, <0.01% of portfolio
  2. 2021 Q4: 10,461 shares, $826K, <0.01% of portfolio, Add +81.6%
  3. 2022 Q1: 32,366 shares, $1.8M, <0.01% of portfolio, Add +209.4%
  4. 2022 Q2: 58,826 shares, $2.8M, <0.01% of portfolio, Add +81.8%
  5. 2022 Q3: 50,156 shares, $2.7M, <0.01% of portfolio, Reduce −14.7%
  6. 2022 Q4: 66,676 shares, $3.4M, <0.01% of portfolio, Add +32.9%
  7. 2023 Q1: 62,576 shares, $4.7M, 0.01% of portfolio, Reduce −6.1%
  8. 2023 Q2: 52,976 shares, $3.5M, <0.01% of portfolio, Reduce −15.3%
  9. 2023 Q3: 52,555 shares, $3.3M, <0.01% of portfolio, Reduce −0.8%
  10. 2023 Q4: 56,625 shares, $4.2M, 0.01% of portfolio, Add +7.7%
  11. 2024 Q1: 85,355 shares, $7.3M, 0.02% of portfolio, Add +50.7%
  12. 2024 Q2: 106,555 shares, $7.2M, 0.02% of portfolio, Add +24.8%
  13. 2024 Q3: 120,838 shares, $11M, 0.02% of portfolio, Add +13.4%
  14. 2024 Q4: 94,338 shares, $8.3M, 0.02% of portfolio, Reduce −21.9%
  15. 2025 Q1: 92,205 shares, $8.7M, 0.02% of portfolio, Reduce −2.3%
  16. 2025 Q2: 88,482 shares, $5.5M, 0.01% of portfolio, Reduce −4.0%
  17. 2025 Q3: 111,524 shares, $8.5M, 0.02% of portfolio, Add +26.0%
  18. 2025 Q4: 122,824 shares, $10M, 0.02% of portfolio, Add +10.1%
  19. 2026 Q1: 272,342 shares, $20M, 0.03% of portfolio, Add +121.7%
  20. 2026 Q2: 135,579 shares, $12M, 0.02% of portfolio, Reduce −50.2%
Holdings date Value % of holdings Shares Filing date All 13F holders