Form 13-F position report

CHAMPION HOMES INC

Reported by MAK CAPITAL ONE LLC

SKY CUSIP 830830105 Manager CIK 0001385702

Reported 632,374 shares, down 650,000 (50.7%) from the prior quarter.

Reported value -41.6%; share count -50.7% vs. the prior quarter.

Reduced
% of reported 13F value 7.81% This manager · Q2 2026
Shares 632,374 Quarter-end amount reported
Reported value $55,724,797 Fair value at quarter end
Consecutive quarters held 33 Through Q2 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-09-30 180180000
2021-12-31 236940000
2022-03-31 164640000
2022-06-30 142260000
2022-09-30 158610000
2022-12-31 154530000
2023-03-31 225690000
2023-06-30 196350000
2023-09-30 191160000
2023-12-31 222780000
2024-03-31 255030000
2024-06-30 203250000
2024-09-30 237125000
2024-12-31 220250000
2025-03-31 236900000
2025-06-30 156525000
2025-09-30 152740000
2025-12-31 169000000
2026-03-31 95370154
2026-06-30 55724797

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for CHAMPION HOMES INC held by MAK CAPITAL ONE LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Reduced 632,374 -650,000 (-50.7%) 7.81% $55,724,797 2026-08-14
Q1 2026 Reduced 1,282,374 -717,626 (-35.9%) 14.05% $95,370,154 2026-05-15
Q4 2025 Unchanged 2,000,000 0 (0.0%) 18.6% $169,000,000 2026-02-17
Q3 2025 Reduced 2,000,000 -500,000 (-20.0%) 23.49% $152,740,000 2025-11-14
Q2 2025 Unchanged 2,500,000 0 (0.0%) 22.42% $156,525,000 2025-08-14
Q1 2025 Unchanged 2,500,000 0 (0.0%) 40.24% $236,900,000 2025-05-15
Q4 2024 Unchanged 2,500,000 0 (0.0%) 33.7% $220,250,000 2025-02-14
Q3 2024 Reduced 2,500,000 -500,000 (-16.7%) 48.45% $237,125,000 2024-11-14
Q2 2024 Unchanged 3,000,000 0 (0.0%) 48.64% $203,250,000 2024-08-14
Q1 2024 Unchanged 3,000,000 0 (0.0%) 50.56% $255,030,000 2024-05-15
Q4 2023 Unchanged 3,000,000 0 (0.0%) 41.19% $222,780,000 2024-02-14
Q3 2023 Unchanged 3,000,000 0 (0.0%) 35.43% $191,160,000 2023-11-14
Q2 2023 Unchanged 3,000,000 0 (0.0%) 37.22% $196,350,000 2023-08-14
Q1 2023 Unchanged 3,000,000 0 (0.0%) 35.51% $225,690,000 2023-05-15
Q4 2022 Unchanged 3,000,000 0 (0.0%) 25.6% $154,530,000 2023-02-14
Q3 2022 Unchanged 3,000,000 0 (0.0%) 30.97% $158,610,000 2022-11-14
Q2 2022 Unchanged 3,000,000 0 (0.0%) 28.03% $142,260,000 2022-08-15
Q1 2022 Unchanged 3,000,000 0 (0.0%) 34.46% $164,640,000 2022-05-16
Q4 2021 Unchanged 3,000,000 0 (0.0%) 44.56% $236,940,000 2022-02-14
Q3 2021 Unchanged 3,000,000 0 (0.0%) 35.62% $180,180,000 2021-11-15
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

407 managers reported CHAMPION HOMES INC for Q2 2026.

Managers reporting CHAMPION HOMES INC in Q2 2026.
Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Added 9,014,453 +169,102 0.01% $794,353,600 8 qtrs
VANGUARD PORTFOLIO MANAGEMENT LLC Added 3,298,843 +224,788 0.01% $290,694,045 2 qtrs
WELLINGTON MANAGEMENT GROUP LLP Reduced 3,214,115 -572,917 0.05% $283,227,813 32 qtrs
STATE STREET CORPORATION Added 2,953,488 +199,729 < 0.01% $260,261,363 33 qtrs
WASATCH ADVISORS INC Added 2,747,516 +10,749 1.58% $242,111,110 30 qtrs
VANGUARD CAPITAL MANAGEMENT LLC Added 2,480,769 +2,135 < 0.01% $218,605,364 2 qtrs
DIMENSIONAL FUND ADVISORS LP Added 1,765,629 +29,465 0.03% $155,585,705 53 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 1,413,921 +81,629 < 0.01% $124,618,558 53 qtrs
The Goldman Sachs Group Inc Added 1,372,109 +534,610 0.01% $120,910,245 34 qtrs
Invesco Ltd Added 1,243,294 +178,431 < 0.01% $109,559,067 33 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2026
Filed
August 14, 2026
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
632,374
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.