Champion Homes SEC Filings

Champion Homes, Inc. received an amended Schedule 13G/A from Wellington affiliates disclosing beneficial ownership of 4,800,562 shares of common stock, representing 8.49% of the class as of the 09/30/2025 event date.

The filing lists no sole voting or dispositive power, and shared dispositive power over 4,800,562 shares across the reporting entities. The signatories certify the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control. Reporting persons include Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP.

Champion Homes (SKY) announced that Eddie Capel resigned as Chair and a member of the Board of Directors, effective immediately on November 10, 2025. The company stated his resignation was not due to any disagreement with the company or its management regarding operations, policies, or practices.

Following his departure, the Board reduced its size to seven directors. The Board expressed appreciation for Mr. Capel’s service and contributions.

State Street Corporation filed a Schedule 13G disclosing beneficial ownership of 2,913,233 shares of Champion Homes Inc. (SKY) common stock, representing 5.2% of the class as of 09/30/2025.

State Street reports 0 shares with sole voting and dispositive power, 2,736,972 shares with shared voting power, and 2,913,233 shares with shared dispositive power. The filing identifies subsidiaries including SSGA Funds Management, Inc. and other State Street Global Advisors entities.

The certification states the securities were acquired and held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

Champion Homes (SKY) delivered stronger Q2 FY2026 results. Net sales were $684.4 million, up 11% year over year, with gross margin at 27.5% versus 27.0%. Operating income reached $74.8 million and net income attributable to the company was $58.2 million, or diluted EPS of $1.03 compared with $0.94 a year ago.

U.S. factory-built housing led growth on higher volumes and pricing, aided by the May 2025 acquisition of Iseman Homes. Canada also improved on stronger demand and mix. The company recorded $2.6 million in plant closure costs tied to Bartow, FL and Kelowna, BC, partly offset by a $3.65 million gain on the sale of an idle facility. Cash and equivalents were $618.7 million, and six‑month share repurchases totaled $100 million.

Backlog decreased to $313.2 million as orders softened. Liquidity remains robust with a $200 million revolver and $172.5 million available after $27.5 million of letters of credit. The effective tax rate rose to 23.6% due in part to the OBBBA impact on energy efficient home credits. The company continues remediation efforts for a prior water intrusion issue and maintains related accruals in current liabilities.

Champion Homes (SKY) furnished a press release covering results for the quarter ended September 27, 2025. The release includes both GAAP and non‑GAAP measures with reconciliations, provided to help compare operating performance. The information was furnished under Item 2.02 and is not deemed filed under the Exchange Act.

Separately, the Board approved a $50.0 million increase to the existing share repurchase program, refreshing the available amount to $150.0 million as of the approval on October 30, 2025. The authorization was also announced in the attached press release.

BlackRock, Inc. filed Amendment No. 2 to Schedule 13G reporting beneficial ownership of 8,547,546 shares of Champion Homes, Inc. common stock, representing 15.1% of the class as of 09/30/2025.

BlackRock reported sole voting power over 8,450,297 shares and sole dispositive power over 8,547,546 shares, with no shared voting or dispositive power. The certification states the holdings are in the ordinary course and not for the purpose of changing or influencing control. The interest of iShares Core S&P Small‑Cap ETF in the issuer’s common stock is more than five percent.

Lyall Jonathan Wade, EVP Sales/Business Development of Champion Homes, Inc. (SKY), received a grant of 21,331 restricted stock units (RSUs) on 08/15/2025 under the company’s 2018 Equity Incentive Plan. After the grant, the reporting person beneficially owns 62,598 shares. The RSU award vests in three equal annual installments beginning on the first anniversary of the grant date, subject to continued employment or plan terms. The reported transaction shows a grant price of $0 (typical for RSUs) and was reported on 08/19/2025 by an attorney-in-fact. The filing indicates this is a routine equity award intended to compensate and retain an executive; no sales, exercises, or derivative transactions are disclosed.

Champion Homes, Inc. (SKY) Form 4 shows that Laurie M. Hough, EVP, CFO and Treasurer, was granted 24,886 restricted stock units (RSUs) on 08/15/2025. The RSU award is granted under the companys 2018 Equity Incentive Plan and vests in three equal installments on each of the first three anniversaries of the grant date, subject to continued employment or the terms of the award agreement. Following the grant, Ms. Hough beneficially owns 135,972 shares of the issuers common stock. The filing was signed by an attorney-in-fact on 08/19/2025.

Champion Homes insider purchase by SVP, General Counsel & Secretary The filing shows that Laurel Krueger received a grant of 14,221 restricted stock units (RSUs) on 08/15/2025 under the companys 2018 Equity Incentive Plan. The RSU Award vests in three equal annual tranches beginning on the first anniversary of the grant date, subject to continued employment or the Plans terms. After the grant, the reporting person beneficially owns 28,270 shares of Champion Homes, Inc. (ticker SKY). The Form 4 was signed on 08/19/2025 by an attorney-in-fact.