Current position

Joel Greenblatt’s Champion Homes Inc (SKY) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Gotham Asset ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2019Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares71.11KHighest verified quarter-end share count
Quarters reported29Verified quarters with shares above zero
What happened?

Gotham Asset Management first reported Champion Homes Inc in Q2 2019. The reported position was increased and reduced across later filings. Gotham Asset Management currently reports 34.88K shares. The latest verified filing showed: Sold 44.4% of the position.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Sold 44.4% of the position−27.89K shares · 34.88K shares remained
Filing context

Quarter-end price $88.12 · Estimated holding basis $74.83

Q1 2026
Bought 635.8% more+54.24K shares · 62.77K shares reported after the change
Filing context

Quarter-end price $74.37 · Estimated holding basis $74.83

Q4 2025
Bought 6.3% more+509 shares · 8.53K shares reported after the change
Filing context

Quarter-end price $84.50 · Estimated holding basis $77.79

Q3 2025
Sold 69.0% of the position−17.82K shares · 8.02K shares remained
Filing context

Quarter-end price $76.37 · Estimated holding basis $77.36

Q2 2025
Bought 13.2% more+3.01K shares · 25.84K shares reported after the change
Filing context

Quarter-end price $62.61 · Estimated holding basis $77.36

Q1 2025
Bought 175.4% more+14.55K shares · 22.84K shares reported after the change
Filing context

Quarter-end price $94.76 · Estimated holding basis $79.31

3 unchanged quarters are collapsed by default.

Portfolio importance

How important is Champion Homes Inc in Gotham Asset Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.0%Q2 2026
Current rank#1055of 1791 reported positions
Peak portfolio weight0.1%Q1 2022
Best historical rank#216Q1 2022
At peak importanceQ1 2022
SKY
0.1%
Largest holding
7.5%
Cross-investor discovery

Who else owns Champion Homes Inc?

Also reported by 1 other tracked investor in their latest verified filings.

Stanley DruckenmillerDuquesne Family Office
SKY0.5% of reported portfolio
Explore Champion Homes Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$83.162026-09-11

Market context only; not an investor transaction price.

Latest filing quarter-end price$88.12Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$74.83Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Gotham Asset Management, LLC’s Form 13F disclosures—not Joel Greenblatt’s personal brokerage account. The filing is firm-level rather than a personal stock list. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.