Martin Whitman - Third Avenue Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    53
Portfolio value:    $616,036,133
Holdings Activity Buys Sells    History
Holding/activity history for  Champion Homes, Inc. (SKY)
← All SKY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 100,757 1.22 Reduce 5.31% 0.09 $71.91–98.49 · VW $82.21i $7,493,298 SEC
2025   Q4 106,409 1.63 $84.50 $8,991,561 SEC
2025   Q3 106,409 1.56 Add 77.75% 0.68 $61.18–80.98 · VW $70.13i $8,287,133 SEC
2025   Q2 59,865 0.77 Buy 0.77 $59.44–95.38 · VW $71.91i $3,748,148 SEC
2012   Q4 0 0.00 Sell 100.00% $3.60–5.00 · VW $4.46i SEC
2012   Q2 322,200 0.00 Reduce 3.86% <0.01 $4.14–5.74 · VW $4.93i $1,637,000 SEC
2012   Q1 335,134 0.07 Reduce 58.94% 0.06 $5.41–8.34 · VW $6.41i $2,564,000 SEC
2011   Q4 816,248 0.11 Reduce 31.65% 0.11 $4.02–7.09 · VW $5.77i $3,551,000 SEC
2011   Q3 1,194,189 0.35 Reduce 0.95% <0.01 $6.22–14.94 · VW $9.31i $11,405,000 SEC
2011   Q2 1,205,663 0.51 Reduce 5.21% 0.03 $12.57–19.73 · VW $15.28i $21,099,000 SEC
2011   Q1 1,271,888 0.56 Reduce 4.06% 0.03 $17.75–21.73 · VW $19.70i $25,501,000 SEC
2010   Q4 1,325,692 0.76 Reduce 6.31% 0.04 $17.35–29.39 · VW $22.28i $34,574,000 SEC
2010   Q3 1,415,011 0.67 Add 0.43% <0.01 $17.32–22.19 · VW $19.11i $28,668,000 SEC
2010   Q2 1,408,928 0.66 Reduce 1.20% <0.01 $16.53–25.69 · VW $20.77i $25,375,000 SEC
2010   Q1 1,426,074 0.56 Add 0.74% <0.01 $16.50–24.82 · VW $21.54i $26,525,000 SEC
2009   Q4 1,415,574 0.56 Add 1.07% <0.01 $15.74–21.99 · VW $18.68i $26,047,000 SEC
2009   Q3 1,400,589 0.67 Reduce 12.96% 0.12 $17.13–25.24 · VW $19.95i $31,597,000 SEC
2009   Q2 1,609,102 0.91 Reduce 6.02% 0.06 $17.24–26.48 · VW $22.66i $34,998,000 SEC
2009   Q1 1,712,129 0.98 Buy 0.98 $14.62–22.25 · VW $19.20i $32,548,000 SEC
2008   Q4 0 0.00 Sell 100.00% 0.36 $15.51–27.25 · VW $20.95i SEC
2008   Q2 34,363 0.36 Reduce 2.37% <0.01 $21.42–30.20 · VW $25.90i $1,462,259 SEC
2008   Q1 35,197 0.31 Add 8.75% 0.03 $25.11–34.60 · VW $29.08i $1,265,163 SEC
2007   Q4 32,365 0.27 Add 6.16% 0.02 $25.46–35.81 · VW $30.13i $1,102,720 SEC
2007   Q3 30,487 0.29 Add 5.78% 0.02 $26.93–40.58 · VW $34.32i $1,013,515,000 SEC
2007   Q2 28,821 0.26 Add 22.26% 0.05 $27.47–34.85 · VW $30.09i $960,384 SEC
2007   Q1 23,573 0.21 Reduce 6.06% <0.01 $30.38–39.70 · VW $34.31i $698,654,000 SEC
2006   Q4 25,095 0.15 Buy 0.15 $36.45–42.40 · VW $38.88i $623,939 SEC
2006   Q3 0 0.00 Sell 100.00% 0.17 $36.30–41.45 · VW $39.08i SEC
2006   Q2 26,671 0.17 Add 91.71% 0.08 $36.15–43.53 · VW $39.16i $623,439 SEC
2006   Q1 13,912 0.10 Add 26.01% 0.02 $38.95–42.35 · VW $40.12i $336,200 SEC
2005   Q4 11,040 0.10 Reduce 99.63% 1.58 $34.78–42.14 · VW $39.26i $303,300 SEC
2005   Q3 3,004,446 1.59 Reduce 6.77% 0.14 $36.05–43.14 · VW $39.65i $4,852,465 SEC
2005   Q2 3,222,692 2.11 Reduce 7.76% 0.18 $35.89–44.15 · VW $40.68i $4,852,465,000 SEC
2005   Q1 3,493,977 2.27 Reduce 100.00% $36.00–41.96 · VW $38.02i $4,852,465,000 SEC
2004   Q4 328,615,066,948 0.00 $4,852,465 SEC
Price snapshot:
Current price$80.16
Avg. buy price$69.29
+/- since buy15.69%
52-week low$60.13
52-week high$99.17