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What smart money is saying about Champion Homes, Inc.United States flag

SKY · Consumer Cyclical · Residential Construction · Market cap $4.85B

2 funds in our archive have pitched Champion Homes, Inc. — most recently Baron Real Estate Fund in December 2025.

Company profile

Champion Homes, Inc. produces and sells factory-built housing in North America. The company offers manufactured and modular homes, park models RVs, accessory dwelling units, and modular buildings for the multi-family and hospitality sectors. It builds homes under the Skyline Homes, Champion Home Builders, Genesis Homes, Athens Park Models, Dutch Housing, Atlantic Homes, Excel Homes, Homes of Merit, New Era, Redman Homes, ScotBilt Homes, Shore Park, Silvercrest, and Titan Homes brands in the United States; and Moduline and SRI Homes brand names in western Canada. The company also provides construction services to install and set-up factory-built homes; operates Titan Factory Direct, a factory-direct manufactured home retail business with 18 sales centers in the southern United States; and engages in the transportation of manufactured homes and recreational vehicles. The company was founded in 2010 and is headquartered in Troy, Michigan.

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Summarize with Warren AI
1
Reported positions
0
Bought
0
Sold
3
Letters

Position history

Between Q3 2025 and Q1 2026, 1 fund letter reported a position in Champion Homes, Inc., with no move described.

Fund letters reporting a position in Champion Homes, Inc., by quarter
QuarterLettersBoughtSoldTheses
Q1 20261000
Q4 20250001
Q3 20250001

Fund activity · 1 position

  • HoldsBuffalo Small Cap Growth Fund
    March 2026
    Champion Homes, Inc. 2.40
    Read the letterChampion Homes, Inc.

Fund coverage · 2 theses

  • Baron Real Estate Fund
    December 2025

    Champion Homes is a leading factory-built housing manufacturer with affordability advantages, demand catalysts, scalable capacity, and a discounted valuation.

    Read the full thesis
  • Third avenue Real Estate Value Fund
    September 2025

    Champion Homes is a leading producer of affordable housing in North America, showing strong financial health and growth potential despite current market challenges.

    Read the full thesis

Read every full thesis on Champion Homes, Inc.

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