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We added to our senior housing investment theme by purchasing shares of Ventas, Inc. Ventas is an operator of senior housing, life science, and medical office buildings. We began acquiring shares of Champion Homes, Inc. during the quarter. During the quarter, we exited the Fund's position in Vornado Realty Trust, an owner and developer of premier office and street retail properties concentrated in New York City and reallocated the capital to real estate companies that we believe have superior near-term growth.

TROY, Mich.--(BUSINESS WIRE)--Champion Homes, Inc. (NYSE: SKY) (“Champion Homes”) has been recognized by the National Association of Home Builders (NAHB) Best in American Living™ Awards (BALA) as a Gold Award Winner for its stunning chalet-inspired custom modular home, the Muncy. Champion was selected for the Best Modular Home Design category in the building industry's premier residential construction awards. The Muncy showcases the custom capabilities and beautiful aesthetics of modern modular.

TROY, Mich.--(BUSINESS WIRE)--Champion Homes, Inc. (NYSE: SKY) (“Champion Homes”) today announced its exciting display highlighting the quality and attainability of offsite-built homes at the National Association of Home Builders of the United States (NAHB) International Builders' Show (IBS). The company is proud to bring one of its brand new offsite-built homes, the Coral Haven, to the building industry's premier event February 17-19 in Orlando, Fla. Housing leaders and industry professionals.

Champion Homes, Inc. (SKY) Q3 2026 Earnings Call Transcript

TROY, Mich.--(BUSINESS WIRE)--Champion Homes, Inc. (NYSE: SKY) (“Champion Homes” or the “Company”) today announced financial results for its third quarter ended December 27, 2025 (“fiscal 2026”). Third Quarter Fiscal 2026 Highlights (compared to Third Quarter Fiscal 2025, unless otherwise noted) Net sales increased 1.8% to $656.6 million U.S. homes sold decreased 2.6% to 6,270 Backlog decreased 15.1% to $266.0 million from the sequential second quarter of fiscal 2026 Average selling price (“ASP.

TROY, Mich.--(BUSINESS WIRE)--Champion Homes, Inc. (NYSE: SKY) (“Champion Homes”) today announced Skyline Homes, a member of the Family of Champion Homes Brands, was named America's Most Trusted Manufactured Home Builder 6 Years in a Row 2021-2026. The Family of Champion Homes Brands represented the three most trusted brands in the study, demonstrating the depth and breadth of consumer confidence in the Champion portfolio. “We're thrilled to receive this exceptional recognition, which highlight.