Mobile Homes
Standard Industrial Classification: SIC 2451
Industry Insider Sentiment Analysis
The Mobile Homes sector (SIC 2451) acts as a critical barometer for broader economic health. Our real-time monitoring reveals total transactions. Monitoring "cluster buying" is one of the most reliable leading indicators for future sector performance. By analyzing aggregate data across this specific Standard Industrial Classification, investors can filter out individual company volatility and identify high-conviction trends. When multiple directors and officers within the same industry move capital simultaneously, it often signals an upcoming sector-wide revaluation or a fundamental shift in supply chain dynamics that has yet to be recognized by the broader public market.
| Filing Date | Trade Date | Ticker | Company | Reporting Person | Relationship | Type | Price | Qty | Total, $ | Owned After |
|---|---|---|---|---|---|---|---|---|---|---|
| 2018-08-28 03:04 | 2018-08-27 | CVCO | CAVCO INDUSTRIES, INC. | Lott Charles E | Officer | OPT+S | $244.60 | 2,000 | $489,200 | 2,032 |
| 2018-08-24 01:50 | 2018-08-21 | CVCO | CAVCO INDUSTRIES, INC. | STEGMAYER JOSEPH H | Director, Officer | SELL | $240.44 | 11,740 | $2,822,822 | 517,401 |
| 2018-08-14 23:42 | 2018-08-10 | SKY | Champion Homes, Inc. | MAK CAPITAL ONE LLC | 10% owner | SELL | $20.79 | 423,701 | $8,808,744 | 2,809,571 |
| 2018-08-15 00:10 | 2018-08-10 | SKY | Champion Homes, Inc. | CENTERBRIDGE CAPITAL PARTNERS L P | 10% owner | SELL | $20.79 | 432,361 | $8,988,785 | 89,921 |
| 2018-08-14 23:08 | 2018-08-10 | SKY | Champion Homes, Inc. | BAIN CAPITAL CREDIT MEMBER, LLC | 10% owner | SELL | $20.79 | 430,659 | $8,953,401 | 2,873,036 |
| 2018-08-10 23:27 | 2018-08-10 | SKY | Champion Homes, Inc. | Yost Mark J. | Officer | SELL | $22.00 | 4,759 | $104,698 | 543,319 |
| 2018-08-10 23:24 | 2018-08-10 | SKY | Champion Homes, Inc. | Hough Laurie M. | Officer | SELL | $22.00 | 1,667 | $36,674 | 248,160 |
| 2018-08-10 23:21 | 2018-08-10 | SKY | Champion Homes, Inc. | Anderson Keith A | Director, Officer | SELL | $22.00 | 12,096 | $266,112 | 1,370,974 |
| 2018-08-10 23:32 | 2018-08-10 | SKY | Champion Homes, Inc. | SCHOLTEN ROGER K | Officer | SELL | $22.00 | 1,662 | $36,564 | 189,780 |
| 2018-08-08 00:18 | 2018-08-07 | SKY | Champion Homes, Inc. | Yost Mark J. | Officer | SELL | $22.00 | 31,725 | $697,950 | 548,078 |
| 2018-08-08 00:12 | 2018-08-07 | SKY | Champion Homes, Inc. | Hough Laurie M. | Officer | SELL | $22.00 | 11,115 | $244,530 | 249,827 |
| 2018-08-08 00:09 | 2018-08-07 | SKY | Champion Homes, Inc. | Anderson Keith A | Director, Officer | SELL | $22.00 | 80,637 | $1,774,014 | 1,383,070 |
| 2018-08-08 01:56 | 2018-08-07 | SKY | Champion Homes, Inc. | MAK CAPITAL ONE LLC | 10% owner | SELL | $20.79 | 2,824,671 | $58,724,910 | 2,923,970 |
| 2018-08-08 02:54 | 2018-08-07 | SKY | Champion Homes, Inc. | CENTERBRIDGE CAPITAL PARTNERS L P | 10% owner | SELL | $20.79 | 2,882,410 | $59,925,304 | 93,638 |
| 2018-08-08 01:21 | 2018-08-07 | SKY | Champion Homes, Inc. | BAIN CAPITAL CREDIT MEMBER, LLC | 10% owner | SELL | $20.79 | 2,871,063 | $59,689,400 | 2,990,020 |
| 2018-08-08 00:15 | 2018-08-07 | SKY | Champion Homes, Inc. | SCHOLTEN ROGER K | Officer | SELL | $22.00 | 11,081 | $243,782 | 191,442 |
| 2018-03-02 02:29 | 2018-02-27 | CVCO | CAVCO INDUSTRIES, INC. | STEGMAYER JOSEPH H | Director, Officer | SELL | $172.46 | 7,000 | $1,207,214 | 519,637 |
| 2018-02-08 00:10 | 2018-02-05 | NOBH | NOBILITY HOMES INC | TREXLER TERRY EARL | Director, Officer, 10% owner | SELL | $20.22 | 100,000 | $2,022,000 | 2,080,535 |
| 2018-01-10 00:30 | 2018-01-05 | SKY | Champion Homes, Inc. | GENDELL JEFFREY L ET AL | 10% owner | BUY | $16.99 | 48,966 | $831,712 | 1,265,493 |
| 2017-12-16 01:34 | 2017-12-15 | CVCO | CAVCO INDUSTRIES, INC. | Boor William C | Director | OPT+S | $143.62 | 3,000 | $430,861 | 3,397 |
| 2017-12-08 18:58 | 2017-12-07 | CVCO | CAVCO INDUSTRIES, INC. | HANNA JACK | Director | SELL | $147.96 | 2,464 | $364,582 | 2,281 |
| 2017-11-18 01:56 | 2017-11-16 | CVCO | CAVCO INDUSTRIES, INC. | BUNGER STEVEN G | Director | OPT+S | $146.50 | 4,000 | $586,000 | 0 |
| 2017-11-07 04:30 | 2017-11-02 | SKY | Champion Homes, Inc. | GENDELL JEFFREY L ET AL | 10% owner | BUY | $12.28 | 9,648 | $118,468 | 1,216,527 |
| 2017-10-21 03:30 | 2017-10-18 | SKY | Champion Homes, Inc. | GENDELL JEFFREY L ET AL | 10% owner | BUY | $11.24 | 41,420 | $465,660 | 1,206,879 |
| 2017-10-19 03:30 | 2017-10-16 | SKY | Champion Homes, Inc. | GENDELL JEFFREY L ET AL | 10% owner | BUY | $11.07 | 32,420 | $358,951 | 1,165,459 |
| 2017-09-21 02:47 | 2017-09-20 | CVCO | CAVCO INDUSTRIES, INC. | Greenblatt David A. | Director | OPT+S | $136.68 | 3,000 | $410,043 | 9,369 |
| 2017-07-25 03:40 | 2017-07-20 | SKY | Champion Homes, Inc. | TONTINE ASSET ASSOCIATES, L.L.C. | 10% owner | BUY | $5.83 | 95,000 | $553,603 | 1,133,039 |
| 2017-06-26 23:05 | 2017-06-22 | CVCO | CAVCO INDUSTRIES, INC. | Boor William C | Director | OPT+S | $130.59 | 3,000 | $391,776 | 3,397 |
| 2017-04-04 22:07 | 2017-03-31 | CVCO | CAVCO INDUSTRIES, INC. | STEGMAYER JOSEPH H | Director, Officer | SELL | $116.25 | 25,000 | $2,906,300 | 508,689 |
| 2017-02-08 00:11 | 2017-02-06 | SKY | Champion Homes, Inc. | ROSENTHAL JOHN W | Director | BUY | $10.91 | 1,000 | $10,910 | 1,000 |
| 2016-11-15 17:32 | 2016-11-10 | SKY | Champion Homes, Inc. | DECIO ARTHUR J | Director | SELL | $11.66 | 20,000 | $233,200 | 1,374,284 |
| 2016-08-31 01:02 | 2016-03-15 | CVCO | CAVCO INDUSTRIES, INC. | HANNA JACK | Director | OPT+S | $86.54 | 500 | $43,271 | 843 |
| 2016-08-18 03:16 | 2016-08-15 | CVCO | CAVCO INDUSTRIES, INC. | BUNGER STEVEN G | Director | OPT+S | $101.20 | 11,000 | $1,113,233 | 0 |
| 2016-05-06 20:20 | 2016-05-04 | CVCO | CAVCO INDUSTRIES, INC. | Boor William C | Director | OPT+S | $86.81 | 2,500 | $217,027 | 5,622 |
| 2016-04-29 00:00 | 2016-04-26 | SKY | Champion Homes, Inc. | Florea Richard W | Officer | BUY | $9.32 | 3,500 | $32,625 | 23,500 |
| 2016-04-27 00:11 | 2016-04-25 | SKY | Champion Homes, Inc. | Florea Richard W | Officer | BUY | $10.85 | 1,500 | $16,275 | 20,000 |
| 2016-04-19 00:29 | 2016-04-14 | CVCO | CAVCO INDUSTRIES, INC. | STEGMAYER JOSEPH H | Director, Officer | SELL | $89.91 | 20,000 | $1,798,100 | 502,428 |
| 2016-03-19 00:39 | 2016-03-18 | CVCO | CAVCO INDUSTRIES, INC. | BUNGER STEVEN G | Director | OPT+S | $89.82 | 5,500 | $494,027 | 0 |
| 2016-02-09 00:50 | 2016-02-04 | SKY | Champion Homes, Inc. | Firth John C | Director | BUY | $4.16 | 5,000 | $20,790 | 10,500 |
| 2015-12-11 00:59 | 2015-12-09 | SKY | Champion Homes, Inc. | Florea Richard W | Officer | BUY | $3.12 | 1,000 | $3,120 | 18,500 |
| 2015-12-02 02:51 | 2015-11-30 | CVCO | CAVCO INDUSTRIES, INC. | STEGMAYER JOSEPH H | Director, Officer | SELL | $92.86 | 20,000 | $1,857,112 | 522,248 |
| 2015-11-11 01:02 | 2015-11-09 | SKY | Champion Homes, Inc. | Firth John C | Director | BUY | $3.54 | 2,000 | $7,080 | 5,500 |
| 2015-11-11 01:06 | 2015-11-06 | CVCO | CAVCO INDUSTRIES, INC. | Lott Charles E | Officer | SELL | $95.25 | 1,516 | $144,399 | 2,000 |
| 2015-11-07 01:06 | 2015-11-05 | SKY | Champion Homes, Inc. | Florea Richard W | Officer | BUY | $3.70 | 2,500 | $9,258 | 17,500 |
| 2015-11-07 01:03 | 2015-10-26 | SKY | Champion Homes, Inc. | Florea Richard W | Officer | BUY | $3.55 | 4,000 | $14,192 | 15,000 |
| 2015-10-28 00:09 | 2015-10-26 | SKY | Champion Homes, Inc. | Florea Richard W | Officer | BUY | $3.55 | 3,942 | $13,987 | 14,942 |
| 2015-10-28 00:12 | 2015-10-26 | SKY | Champion Homes, Inc. | THOMPSON SAMUEL S | Director | BUY | $3.57 | 2,800 | $9,996 | 3,000 |
| 2015-10-23 00:08 | 2015-10-21 | SKY | Champion Homes, Inc. | Florea Richard W | Officer | BUY | $2.99 | 10,000 | $29,900 | 11,000 |
| 2015-10-23 00:07 | 2015-10-21 | SKY | Champion Homes, Inc. | Firth John C | Director | BUY | $3.00 | 3,000 | $9,000 | 3,500 |
| 2015-06-10 02:01 | 2015-06-08 | CVCO | CAVCO INDUSTRIES, INC. | Boor William C | Director | SELL | $74.89 | 2,225 | $166,630 | 3,397 |
Sector-Wide Insider Alpha
Analyzing insider movements across the Mobile Homes sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (2451) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.
SEC Filings in Mobile Homes
Every transaction in the Mobile Homes industry is reported via Form 4 disclosures. By filtering these filings by industry, investors can detect institutional-scale sentiment shifts before they are reflected in broader market indices, following the capital flow of those with intimate industry knowledge.
UNDERSTANDING THE DATA
FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.
TRADE DATE: The actual day the insider executed the purchase or sale in the market.
INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.
OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.
CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.
TRADE TYPES DEFINITIONS
BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.
SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.
OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.