Champion Homes, Inc.
In the published model solve dated 2026-Q2, anchored at $91.48, Champion Homes, Inc. (SKY) is priced for today's economics sustained for ~8.0 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 11, 2026 from SEC EDGAR filings.
• Champion Homes builds factory-made housing and increasingly sells it through its own retail lots (roughly 62% manufacturing, 37% retail), growing fiscal 2026 sales 7.3% to $2.7 billion on pricing, mix, and the Iseman Homes acquisition, with its 10-K citing demand from ⟦"newly built affordable, single-family housing"⟧ (accession 0001193125-26-239333). • The biggest risk is duration: today's price needs operating growth held near the company's self-funding pace for about five years, while unit
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329 institutional managers reported holding SKY in 13F filings for the quarter ended 2026-03-31. 36 opened new positions that quarter. Held by BlackRock, Vanguard Group, Wellington Management, among others. On the short side, 3.5M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (4.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
SKY has cut its share count 1.4% over the past five years, spending $280.00M on repurchases. It pays no dividend. Cash returned over the past three years: $280.00M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at SKY over the trailing three years. Absence is a fact about the company, not a signal. 18 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
SKY's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-03 | -5.9% | -8.8% |
| 2023-11-02 | -5.7% | +23.8% |
| 2024-02-07 | +11.4% | +1.1% |
| 2024-05-30 | -10.6% | +12.8% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
SKY's latest 8-K filings: 2026-08-04 (items 2.02, 8.01, 9.01); 2026-08-03 (items 5.07); 2026-06-03 (items 5.02, 9.01); 2026-06-01 (items 5.02); 2026-05-26 (items 2.02, 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 11, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.