Champion Homes, Inc.
In the published model solve dated 2026-Q2, anchored at $87.72, Champion Homes, Inc. (SKY) is priced for today's economics sustained for ~7.6 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: 2026-08-26 (items 5.02, 8.01, 9.01); 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).
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.