NYSE · Consumer Discretionary

CHAMPION HOMES INC SKY

Champion Homes, Inc. produces and sells factory-built housing in the United States and Canada. The company offers manufactured and modular homes, park models recreational vehicles and cabins, accessory dwelling units, commercial structures, and modular buildings for the single and multi-family markets.

Homebuilding

Company profile

Business mix

  • The company offers manufactured and modular homes, park models recreational vehicles and cabins, accessory dwelling units, commercial structures, and modular buildings for the single and multi-family markets.
  • It builds homes under the Champion Homes, Genesis Homes, Skyline Homes, Regional Homes, Athens Park, Dutch Housing, Atlantic Homes, Excel Homes, Homes of Merit, New Era, J.
  • Redman Homes, ScotBilt Homes, Shore Park, Silvercrest, and Titan Homes in the United States; and Moduline and SRI Homes brand names in western Canada.
  • The company also provides construction service to install and set-up factory-built homes under the Champion Construction brand.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in residential construction?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 20.43 FCF 6.57% Buyback 2.71%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 0.1% $34.9M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 0 Last 1 13F filing periods
Net reducers 1 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $19.0M Estimated from net reduced shares
Net share change / base shares -35.2% -255,720 / 725,542
Baron Capital Ron Baron 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -35.2% 13F value change -$26.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 725,542 Last 1 periods -255,720 (-35.2%) Total shares 469,822 Value $34.9M

Recent mentions

No public mentions.