SKY Champion Homes, Inc. Insider Trading

VP & Controller Burkhardt sells 12,183 shares for $1,064,873.21; retains 33,230 shares post-transaction.

Timothy A. Burkhardt, VP & Controller at Champion Homes (SKY), executed 2 separate sales totaling 12,183 shares for $1,064,873.21 on 2025-12-12 at a blended average price of $87.41, reducing his holdings by 26.8% to 33,230 shares. The stock currently trades at $86.12, down 20.9% from its 52-week high of $108.92, though it has risen 5.8% over 30 days and 12.7% over 90 days. Champion Homes reported strong fundamentals with $684.4M in quarterly revenue, $58.2M net income, and 22.6% annual revenue growth, yet the sale represents a substantial reduction in an executive's direct ownership stake. The execution price of $87.41 sits near the current price, and the timing relative to the stock's recent recovery warrants investor attention to any underlying strategic signals.

CEO Yost Mark J. sold 30,000 shares (30.0K shares) for $2,596,022.80 across 4 separate sales on 2024-09-10 to 2024-09-11, reducing holding to 191,459 shares.

CEO Mark J. Yost executed 4 separate sales totaling 30,000 shares for $2,596,022.80 at an average price of $86.53 per share. This represents a -13.5% reduction in his pre-transaction holdings of 221,459 shares. The sales occurred when the stock was near its 52-week high of $93.41 and within 0.1% of that level, with the blended sale price of $86.53 occurring at a time the 90-day price momentum was +26.6% and the 30-day momentum was +6.0%. The company carries a P/E of 37.28 against annual revenue growth of -22.3%, and the stock has currently rallied to $91.34 after the transaction dates. The multi-tranche execution over consecutive trading days and the scale of the position reduction warrant observation of any future filing updates.

MAK Capital One LLC sold 283,500 shares (9.4% of holdings) for $25.5M across 3 sales Sep 4-6; stock -22.3% revenue YoY, P/E 36.13

MAK Capital One LLC executed 3 separate sales totaling 283,500 shares for $25,485,164.65 over Sep 4–6, 2024, reducing holdings from 3,000,000 shares to 2,716,500 shares. The blended average sale price of $89.89 sits near the 52-week high of $93.41, though the stock has declined -5.2% from that peak and currently trades at $88.53. The sales warrant scrutiny given Champion Homes' deteriorating fundamentals: annual revenue fell -22.3% year-over-year despite a market cap of $5,097,533,408.37 and a P/E of 36.13, signaling elevated valuation amid shrinking revenue. Against this backdrop, the 9.4% reduction in a major insider's stake during a 30-day rally (+7.0%) and 90-day surge (+32.7%) reflects a discretionary decision to liquidate a meaningful position at elevated prices into a contracting business.

EVP Jonathan Wade sold 12,448 shares of SKY at $87.88 on 2024-08-15, reducing stake by -21.3% to 46,082 shares; stock near 52-week high.

Jonathan Wade, EVP Sales/Business Development at Champion Homes, sold 12,448 shares for $1,093,930.24 on August 15, 2024, representing a -21.3% reduction in his post-transaction holdings of 46,082 shares. The transaction occurred at $87.88, just 0.1% below the 52-week high of $89.57 and amid a strong 30-day run of +18.0% price appreciation. While the sale represents a material reduction in his equity stake, the timing at near-peak valuations and elevated short-term momentum provides limited visibility into his directional conviction. The company faces headwinds with annual revenue declining -22.3% year-over-year against a modest quarterly net income of $45.8M, warranting attention to whether this sale reflects operational concerns or portfolio allocation decisions.

Director Keith A Anderson sold 30,000 SKY shares for $2.5M across 3 transactions, leaving 209.3K shares held.

Director Anderson conducted three separate sales totaling 30,000 shares for $2,505,958.15 on and around August 9, 2024, executed at prices ranging from $83.44 to $83.91 (blended average $83.53). The stock is currently trading at $86.17, +0.0% from its 52-week high and +16.0% over the preceding 30 days. Anderson retained 209,324 shares post-transaction, representing a 12.5% reduction from his prior 239,324-share position. Notably, his cross-ticker track record shows a 0.00% well-timed rate on prior sales (average 90-day return of +9.7%), indicating his prior open-market sells have not historically preceded price declines. At the same ticker, his one prior sale on 2023-12-15 similarly produced a +9.7% 90-day return—stock strength after the sale. The company faces material headwinds: annual revenue declined 22.3% year-over-year despite quarterly revenue of $627.8M and net income of $45.8M, resulting in a 35.17 P/E ratio and $5.0B market cap. The sale's modest scale relative to his remaining stake does not clearly signal portfolio distress, yet the timing immediately precedes a stock that has continued climbing.