What smart money is saying about Champion Homes, Inc.
3 funds in our archive have pitched Champion Homes, Inc., most recently Third Avenue Small-Cap Value Fund in September 2026.
Champion Homes, Inc. manufactures and sells prefabricated housing units throughout North America. Its diverse product portfolio includes manufactured and modular homes, recreational park model vehicles, accessory dwelling units, and specialized modular structures catering to the multi-family and hospitality sectors. The company operates under numerous brand names across the United States, including 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. In western Canada, its products are sold under the Moduline and SRI Homes labels. Beyond manufacturing, Champion Homes offers construction services for the installation and setup of its factory-built residences. It also manages Titan Factory Direct, a direct-to-consumer retail business with 18 sales centers strategically located across the southern United States, and provides transportation services for both manufactured homes and recreational vehicles. The company was established in 2010 and is headquartered in Troy, Michigan.
Get an email when a fund buys, sells or pitches it
Position history
Between Q2 2025 and Q3 2026, 5 fund letters reported a position in Champion Homes, Inc., with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 1 | 0 | 1 |
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 1 | 0 | 0 | 1 |
| Q3 2025 | 0 | 0 | 0 | 1 |
| Q2 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 5 positions · 1 move
- New positionThird Avenue Small-Cap Value FundSeptember 2026
“During the quarter, the Fund initiated positions in two new holdings, Champion Homes and Versigent PLC.”
Champion Homes, Inc. - June 2026
“Attempting to address such issues, Congress passed the 21st Century ROAD to Housing Act in the quarter, with the legislative package expected to come into effect shortly. In Fund Management’s view, some of the most impactful portions of the ambitious bill include streamlined building codes, local zoning incentives, and restrictions on the “institutional ownership” of single-family rental properties. The legislation will also remove the federal “chassis requirement” for manufactured homes, placing this product type in a more competitive position moving forward—including Fund holding Champion Homes, the second largest producer of manufactured (and modular) homes in the U.S. with significant excess building capacity should incremental demand materialize.”
Champion Homes, Inc. - March 2026
“Champion Homes, Inc. 2.40”
Champion Homes, Inc. - December 2025
“Following this activity, the Fund had 40.3% of its capital invested in U.S.-based companies focused on Residential Real Estate, including those involved with: Homebuilding (Lennar Corp., D.R. Horton, PulteGroup, and Champion Homes); Niche Rental Platforms (Sun Communities and AMH); Land and Timber (Five Point, Rayonier, and Weyerhaeuser); and Mortgage and Title Insurance (Fannie Mae, Freddie Mac, and Fidelity National).”
Champion Homes, Inc. - June 2025
“• Champion Homes is a manufacturer of modular homes in the United States and Canada.”
Champion Homes, Inc.
Fund coverage · 3 theses
- Third Avenue Small-Cap Value FundSeptember 2026
Champion Homes is a well-capitalized leading manufactured-home producer with scale, regulatory tailwinds, and operating leverage upside.
Read the full thesis - Baron Real Estate FundDecember 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 FundSeptember 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.
Read all 3 theses in full, with each fund's reasoning, and get unlimited access to the archive.
View plans→