What smart money is saying about Champion Homes, Inc.
2 funds in our archive have pitched Champion Homes, Inc. — most recently Baron Real Estate Fund in December 2025.
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.
Get an email when a fund writes about it
Position history
Between Q3 2025 and Q2 2026, 2 fund letters reported a position in Champion Homes, Inc., with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q3 2025 | 0 | 0 | 0 | 1 |
Fund activity · 2 positions
- 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.
Fund coverage · 2 theses
- 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.
Unlock all 2 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→