Why One Fund Just Put $23.5 Million Into Champion Homes Despite an 18% Stock Slide

California-based Tensile Capital Management acquired 308,162 shares of Champion Homes for an estimated $23.5 million in the third quarter. The new position represents 2.9% of 13F reportable assets under management at quarter-end.

The Motley Fool • Dec 7, 2025

Champion Homes Appoints Dave McKinstray as EVP, Chief Financial Officer and Treasurer

TROY, Mich.--(BUSINESS WIRE)--Champion Homes, Inc. (NYSE: SKY) (“Champion Homes”) today announced that Dave McKinstray has been appointed Executive Vice President, Chief Financial Officer and Treasurer, effective January 12, 2026. Mr. McKinstray will succeed Laurie Hough, who will be retiring after more than 20 years with the Company. Ms. Hough will remain with the Company through May 31, 2026, to help ensure a smooth transition of the CFO responsibilities. Mr. McKinstray was selected after a t.

Business Wire • Dec 2, 2025

Why Champion Homes Stock Triumphed Today

It blew past analyst estimates in its fiscal second quarter. This was due in no small part to a double-digit increase in net sales.

The Motley Fool • Nov 5, 2025

Champion Homes, Inc. (SKY) Q2 2026 Earnings Call Transcript

Champion Homes, Inc. ( SKY ) Q2 2026 Earnings Call November 5, 2025 8:00 AM EST Company Participants Jason Blair - Investor Relations Manager Timothy Larson - Chief Growth Officer, President, CEO & Director Laurie Hough - Executive VP, CFO & Treasurer Conference Call Participants Greg Palm - Craig-Hallum Capital Group LLC, Research Division Dan Moore - CJS Securities, Inc. Philip Ng - Jefferies LLC, Research Division Matthew Bouley - Barclays Bank PLC, Research Division Michael Dahl - RBC Capital Markets, Research Division Jesse Lederman - Zelman & Associates LLC Presentation Operator Good morning, and welcome to the Champion Homes Second Quarter Fiscal 2026 Earnings Call. My name is Keith, and I will be recording your call today.

Seeking Alpha • Nov 5, 2025

Champion Homes Announces Second Quarter Fiscal 2026 Results

TROY, Mich.--(BUSINESS WIRE)--Champion Homes, Inc. (NYSE: SKY) (“Champion Homes”) today announced financial results for its second quarter ended September 27, 2025 (“fiscal 2026”). Second Quarter Fiscal 2026 Highlights (compared to Second Quarter Fiscal 2025, unless otherwise noted) Net sales increased 11.0% to $684.4 million U.S. homes sold increased 3.4% to 6,575 Backlog increased 3.5% to $313.2 million from the sequential first quarter of fiscal 2026 Average selling price (“ASP”) per U.S. ho.

Business Wire • Nov 4, 2025

Champion Homes (SKY) Q2 Earnings and Revenues Top Estimates

Champion Homes (SKY) came out with quarterly earnings of $1.01 per share, beating the Zacks Consensus Estimate of $0.81 per share. This compares to earnings of $0.93 per share a year ago.

Zacks Investment Research • Nov 5, 2025

Third Avenue Real Estate Value Fund: Structural Shifts And Bifurcation Driving Global Real Estate Opportunities

Third Avenue Real Estate group can attest to such structural shifts being evident throughout most of the Fund's holdings, as well as the expanding list of prospective investments. The past year has been one of transition for U.K. student housing though, due to evolving visa policies and more elevated levels of new supply. Fund implemented hedges relating to the British Pound exposure and core-holding CBRE Group in the period.

Seeking Alpha • Oct 29, 2025

Champion Homes Announces Second Quarter Fiscal Year 2026 Earnings Release Date and Conference Call

TROY, Mich.--(BUSINESS WIRE)--Champion Homes, Inc., (NYSE: SKY) (“Champion Homes"), will release its earnings results for the second quarter fiscal year 2026 after the market closes on Tuesday, November 4, 2025. Champion Homes will hold a conference call to discuss the results the following morning, Wednesday, November 5, 2025, at 8:00 A.M. Eastern Time. Interested investors and other parties can listen to a webcast of the live conference call by logging onto the Investor Relations section of C.

Business Wire • Oct 14, 2025

Champion® Homes to Donate Value of a New Modular Home to Greater Cleveland Habitat for Humanity in Ongoing Collaboration on Affordable Housing

TROY, Mich.--(BUSINESS WIRE)--Champion Homes, Inc. (NYSE: SKY) (“Champion Homes”) today announced it will donate the value of a modular home to Greater Cleveland Habitat for Humanity as part of a joint effort to build more affordable homes in Cleveland. “Champion Homes is committed to building high quality, affordable homes using offsite construction,” said Champion Homes President and CEO Tim Larson. “The need is great, and Greater Cleveland Habitat for Humanity has been a fantastic collaborat.

Business Wire • Sep 18, 2025

Champion Homes, Inc. (SKY) Q1 2026 Earnings Call Transcript

Champion Homes, Inc. (NYSE:SKY ) Q1 2026 Earnings Call August 6, 2025 8:00 AM ET Company Participants Jason Blair - Investor Relations Manager Laurie M. Hough - Executive VP, CFO & Treasurer Timothy Mark Larson - Chief Growth Officer, President, CEO & Director Conference Call Participants Daniel Joseph Moore - CJS Securities, Inc. Gregory William Palm - Craig-Hallum Capital Group LLC, Research Division Jesse T.

Seeking Alpha • Aug 6, 2025