MAK CAPITAL ONE LLC: CHAMPION HOMES INC (SKY): Quarterly 13F Position History
As of Q1 2026, MAK CAPITAL ONE LLC reported 1,282,374 shares of CHAMPION HOMES INC (SKY), worth $95.4M and representing 15.8% of its 13F equity book. Quarter-over-quarter share count change: 717,626 (-35.9%) . The position first appeared in Q2 2018 and has been disclosed across 32 13F-HR filings in Pactolio's tracked window.
- 1,282,374Shares Held (Latest Filing)
- $95.4MReported Market Value (Latest Filing)
- 15.8%Portfolio Weight (% of 13F Equity Book)
- 717,626Quarter-over-Quarter Share Change
- -$73.6MQuarter-over-Quarter Value Change
- 13,654,189Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 32 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,282,374 | 717,626 | -35.9% | $95.4M | 15.8% | $74.4 |
| Q4 2025 | 2,000,000 | 0 | — | $169.0M | 22.7% | $84.5 |
| Q3 2025 | 2,000,000 | 500,000 | -20.0% | $152.7M | 30.5% | $76.4 |
| Q2 2025 | 2,500,000 | 0 | — | $156.5M | 27.6% | $62.6 |
| Q1 2025 | 2,500,000 | 0 | — | $236.9M | 50.4% | $94.8 |
| Q4 2024 | 2,500,000 | 0 | — | $220.3M | 42.2% | $88.1 |
| Q3 2024 | 2,500,000 | 500,000 | -16.7% | $237.1M | 48.5% | $94.8 |
| Q2 2024 | 3,000,000 | 0 | — | $203.3M | 48.6% | $67.8 |
| Q1 2024 | 3,000,000 | 0 | — | $255.0M | 50.6% | $85.0 |
| Q4 2023 | 3,000,000 | 0 | — | $222.8M | 41.2% | $74.3 |
| Q3 2023 | 3,000,000 | 0 | — | $191.2M | 35.4% | $63.7 |
| Q2 2023 | 3,000,000 | 0 | — | $196.3M | 37.2% | $65.5 |
| Q1 2023 | 3,000,000 | 0 | — | $225.7M | 35.5% | $75.2 |
| Q4 2022 | 3,000,000 | 0 | — | $154.5M | 26.4% | $51.5 |
| Q3 2022 | 3,000,000 | 0 | — | $158.6M | 32.1% | $52.9 |
| Q2 2022 | 3,000,000 | 0 | — | $142.3M | 29.2% | $47.4 |
| Q1 2022 | 3,000,000 | 0 | — | $164.6M | 36.3% | $54.9 |
| Q4 2021 | 3,000,000 | 0 | — | $236.9M | 46.9% | $79.0 |
| Q3 2021 | 3,000,000 | 0 | — | $180.2M | 37.6% | $60.1 |
| Q2 2021 | 3,000,000 | 0 | — | $159.9M | 33.5% | $53.3 |
| Q1 2021 | 3,000,000 | 368,559 | -10.9% | $135.8M | 32.2% | $45.3 |
| Q4 2020 | 3,368,559 | 0 | — | $104.2M | 27.9% | $30.9 |
| Q3 2020 | 3,368,559 | 0 | — | $90.2M | 37.9% | $26.8 |
| Q2 2020 | 3,368,559 | 0 | — | $82.0M | 41.8% | $24.3 |
| Q1 2020 | 3,368,559 | 0 | — | $52.8M | 46.6% | $15.7 |
| Q4 2019 | 3,368,559 | 0 | — | $106.8M | 35.0% | $31.7 |
| Q3 2019 | 3,368,559 | 71,200 | -2.1% | $101.4M | 40.5% | $30.1 |
| Q2 2019 | 3,439,759 | 600,000 | -14.9% | $94.2M | 44.7% | $27.4 |
| Q1 2019 | 4,039,759 | 1,500,000 | -27.1% | $76.8M | 43.0% | $19.0 |
| Q4 2018 | 5,539,759 | 1,150,000 | -17.2% | $81.4M | 44.1% | $14.7 |
| Q3 2018 | 6,689,759 | 6,964,430 | -51.0% | $191.1M | 62.5% | $28.6 |
| Q2 2018 | 13,654,189 | — | — | $478.4M | 81.7% | $35.0 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did MAK CAPITAL ONE LLC first disclose a SKY position in 13F-HR filings?
MAK CAPITAL ONE LLC first reported CHAMPION HOMES INC (SKY) on its 13F-HR filing for the period ending 2018-06-30 (Q2 2018). The position has appeared on 32 reported quarters within Pactolio's tracked window.
What was MAK CAPITAL ONE LLC's most recent quarter-over-quarter share-count change in SKY?
Between Q4 2025 and Q1 2026, MAK CAPITAL ONE LLC reduced its SKY position by 717,626 shares (-35.9%), leaving 1,282,374 shares at a market value of $95.4M.
Does the implied price-per-share represent MAK CAPITAL ONE LLC's cost basis in SKY?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.