undamentalytics Newsletter

Champion Homes, Inc.: which funds bought and sold

Institutions that bought and sold Champion Homes shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 207 institutions that filed 13F reports for both quarters added to or opened positions in Champion Homes, and 151 cut or closed them. Together they added a net 1.3M shares, +2.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 691K shares (−3.8%); index fund managers were net buyers of 710K shares (+3.5%). 61 opened a new position and 34 sold out entirely.

Bought, Q2 2026 207 institutions, 61 of them new holders Sold, Q2 2026 151 institutions, 34 of them sold out
Net change, all compared +1.3M shares (+2.2%)
Net change, active managers −691K shares (−3.8%), 34 bought, 24 sold

Buyers versus sellers

institutions compared, 397
Active managers and hedge funds 34 bought · 24 sold · −691K
Index fund managers 8 bought · 4 sold · +710K
Other institutions 165 bought · 123 sold · +1.3M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Goldman Sachs Group Inc +535K +63.8% 1.4M $121M
Millennium Management LLC Hedge fund +432K +134.8% 753K $66.3M
Arrowstreet Capital, Limited Partnership Hedge fund +346K +605.0% 403K $35.5M
Point72 Asset Management, L.P. Hedge fund +289K +43.6% 952K $83.9M
Victory Capital Management Inc Active manager +271K +330.3% 353K $31.1M
Duquesne Family Office LLC Hedge fund +254K New position 254K $22.4M
Vanguard Portfolio Management LLC Index funds +225K +7.3% 3.3M $291M
Rockefeller Capital Management L.P. +222K +96.5% 452K $39.9M
Public Sector Pension Investment Board +219K +110.5% 416K $36.7M
State Street Corp Index funds +200K +7.3% 3.0M $260M
Cramer Rosenthal Mcglynn LLC +183K +23.8% 950K $83.7M
Invesco Ltd. +178K +16.8% 1.2M $110M
Congress Asset Management Co Active manager +172K +16.5% 1.2M $107M
Blackrock, Inc. Index funds +169K +1.9% 9.0M $794M
Schonfeld Strategic Advisors LLC Hedge fund +162K +126.3% 290K $25.5M
Alyeska Investment Group, L.P. Hedge fund +144K +32.4% 588K $51.9M
First Eagle Investment Management, LLC Active manager +135K +99.1% 271K $23.9M
Imc-Chicago, LLC +111K New position 111K $9.8M
Gendell Jeffrey L +108K +34.1% 425K $37.5M
Neumeier Poma Investment Counsel LLC +108K +22.7% 584K $51.4M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Capital Research Global Investors Active manager −1.4M Sold out 0 —
Mak Capital One LLC −650K −50.7% 632K $55.7M
Wellington Management Group LLP Active manager −573K −15.1% 3.2M $283M
BAMCO Inc Active manager −470K Sold out 0 —
William Blair Investment Management, LLC Active manager −379K −48.8% 398K $35M
Ameriprise Financial Inc −249K −41.0% 359K $31.7M
American Century Companies Inc Active manager −215K −22.2% 757K $66.7M
Qube Research & Technologies Ltd Hedge fund −201K −39.2% 312K $27.5M
Blue Door Asset Management, LLC −150K −67.2% 73K $6.4M
SG Capital Management LLC −133K Sold out 0 —
Marshall Wace, LLP Hedge fund −131K −29.0% 321K $28.3M
Canada Life Assurance Co −116K −73.0% 43K $3.8M
Morgan Stanley −73K −18.7% 317K $27.9M
Militia Capital Management LLC −56K Sold out 0 —
Kornitzer Capital Management Inc −53K −46.6% 61K $5.4M
Assenagon Asset Management S.A. −53K −56.1% 42K $3.7M
Atom Investors LP −52K −82.4% 11K $989,940
Marathon Asset Management Ltd Active manager −51K −17.7% 239K $21M
Susquehanna Portfolio Strategies, LLC −40K −73.4% 14K $1.3M
New Age Alpha Advisors, LLC −37K −72.4% 14K $1.2M

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Capital Research Global InvestorsActive manager 1.4M $102M
BAMCO IncActive manager 470K $34.9M
SG Capital Management LLC 133K $9.9M
Militia Capital Management LLC 56K $4.2M
Centerbook Partners LPHedge fund 21K $1.5M
Union Square Park Capital Management, LLC 15K $1.1M
Xtx Topco Ltd 14K $1M
Live Oak Investment Partners 13K $980,494
Y-Intercept (Hong Kong) Ltd 13K $960,935
Amg National Trust Bank 11K $835,398

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
368
Ten largest holders
48.7%
of 13F-reported shares
Index fund managers
35.0%
of 13F-reported shares
Active managers and hedge funds
29.2%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 34 24 9 8 −691K −3.8%
Index fund managers 8 4 0 0 +710K +3.5%
Other institutions 165 123 52 26 +1.3M +6.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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