Marathon Asset Management 13F: Cuts SKY Stake by $5M
Key Points
- The fund's stake in Champion Homes now stands at 179,941 shares, valued at approximately $15.4 million.
- As of October 27, 2026, the stock recently traded around $79.25, which is about 20.1% below its 52-week high.
- Marathon Asset Management ranks 29th among its 76 reported holdings, with Champion Homes making up 1.22% of its portfolio.
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Marathon Asset Management cut its stake in Champion Homes, Inc. (NYSE: SKY) by 58,843 shares in a filing on October 26, 2026. The reduction brings its total holding to 179,941 shares, valued at about $15.4 million.
SKY
Champion Homes, Inc.
Where Champion Homes Fits in Marathon Asset Management's Portfolio
Champion Homes now represents 1.22% of Marathon's total reported value of $1.26 billion. The fund ranks 29th among its 76 positions, and this cut reflects a 24.6% decrease in its stake.
Other Institutional Activity in Champion Homes
Wasatch Advisors LP reduced its holdings by 112,649 shares, ending with 2,634,898 shares worth about $208.8 million. This represents a 4.1% decrease in their position as of September 30, 2026.
Champion Homes, Inc. Stock Up 0.4%
As of October 27, 2026, Champion Homes shares traded recently at $79.25, which is below both its 50-day moving average of $84.81 and its 200-day moving average of $82.63. The stock is also about 20.1% below its 52-week high of $99.17, indicating a challenging market position.
Recent Earnings
Champion Homes reported trailing twelve-month revenue of approximately $2.67 billion and an EPS of $3.43. The company's next earnings report is scheduled for November 3, 2026.
Insider Buying and Selling at Champion Homes, Inc.
Several insiders sold shares earlier this year. Officer Joseph A Kimmell sold 7,922 shares on June 5, 2026, and another 4,000 shares on June 9, 2026, at prices around $75.91. Director Erin Claire Helgren sold 1,100 shares on August 7, 2026, at $95.00, while Director Michael Bruce Berman sold 1,500 shares on August 10, 2026, at $93.22.
Analysts Set New Price Targets
Analysts maintain a positive outlook for Champion Homes. On August 6, 2026, UBS maintained a Buy rating with a target price of $115.00, while RBC Capital and Barclays also maintained their positive ratings with targets of $99.00 and $109.00, respectively. The consensus recommendation is a Buy, with a mean target price of $101.83.
About Champion Homes
Champion Homes, Inc. is involved in the production and sale of factory-built housing in the U.S. and Canada. They offer a variety of housing solutions, including manufactured and modular homes, catering to both single-family and multi-family markets.
Bottom Line
Investors will be watching for Champion Homes' upcoming earnings report on November 3, 2026, to gauge its performance amid recent market challenges. Marathon's recent cut in shares signals a strategic adjustment, and further filings may provide additional insights into its investment strategy.
Related Filing Alerts
Source: Marathon Asset Management's 13F filing on $SKY (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts