Vault-13

LEGACY HOUSING CORP LEGH

COM · Common Stock · CUSIP 52472M101

117 institutional holders +2 vs Q1 2025
9,266,6959.3m shares reported held*
38.8% of all shares outstanding*
$210.0mreported value*
16 new 36 added 46 reduced 13 sold out net bought ≈ $2.8m (+118.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($488.6k this quarter). Holder counts are more reliable. Shares outstanding: 23.9m as of 2025-08-07, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $22.66. Options: 1 managers hold calls ($0 notional), 1 hold puts ($0).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 78Q4 22: 72Q1 23: 75Q2 23: 79Q3 23: 77Q4 23: 81Q1 24: 83Q2 24: 103Q3 24: 110Q4 24: 107Q1 25: 115Q2 25: 117117Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202278
Q4 202272
Q1 202375
Q2 202379
Q3 202377
Q4 202381
Q1 202483
Q2 2024103
Q3 2024110
Q4 2024107
Q1 2025115
Q2 2025117

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 33 bought or addedQ3 23: 31 cut or sold outQ4 23: 41 bought or addedQ4 23: 31 cut or sold outQ4 23Q1 24: 40 bought or addedQ1 24: 38 cut or sold outQ2 24: 60 bought or addedQ2 24: 40 cut or sold outQ2 24Q3 24: 53 bought or addedQ3 24: 43 cut or sold outQ4 24: 53 bought or addedQ4 24: 39 cut or sold outQ4 24Q1 25: 54 bought or addedQ1 25: 42 cut or sold outQ2 25: 52 bought or addedQ2 25: 59 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20233331
Q4 20234131
Q1 20244038
Q2 20246040
Q3 20245343
Q4 20245339
Q1 20255442
Q2 20255259

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500k$1m$1.5m$2mQ3 24 calls: $2.0mQ3 24 puts: $35.6kQ3 24P/C 0.02Q4 24 calls: $111.1kQ4 24 puts: $22.2kQ4 24P/C 0.20Q1 25 calls: $67.6kQ1 25 puts: $25.2kQ1 25P/C 0.37Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —
Numbers
QuarterCallsPutsP/C
Q3 2024$2.0m$35.6k0.02
Q4 2024$111.1k$22.2k0.20
Q1 2025$67.6k$25.2k0.37
Q2 2025$0$0—

Biggest buyers

Voss Capital, LP Added +198,789+198.8k
ROYAL BANK OF CANADA Added +124,764+124.8k
DIMENSIONAL FUND ADVISORS LP Added +63,790+63.8k
Villanova Investment Management Co LLC Added +60,546+60.5k
CITADEL ADVISORS LLC Added +31,530+31.5k
JANE STREET GROUP, LLC Added +26,748+26.7k
Russell Investments Group, Ltd. Added +25,313+25.3k
RENAISSANCE TECHNOLOGIES LLC New +23,900+23.9k
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Added +22,720+22.7k
ADVISORY RESEARCH INC Added +21,455+21.5k

Biggest sellers

VANGUARD GROUP INC Reduced -168,772-168.8k
BlackRock, Inc. Reduced -108,932-108.9k
Rock Creek Group LLC Reduced -65,204-65.2k
Squarepoint Ops LLC Reduced -42,638-42.6k
MORGAN STANLEY Reduced -32,737-32.7k
GEODE CAPITAL MANAGEMENT, LLC Reduced -30,145-30.1k
TUDOR INVESTMENT CORP ET AL Reduced -22,606-22.6k
MILLENNIUM MANAGEMENT LLC Reduced -20,377-20.4k
PDT Partners, LLC Sold out -19,879-19.9k
NORTHERN TRUST CORP Reduced -17,287-17.3k

Biggest calls

Biggest puts

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Hodgson Curtis Drew 13G · exempt (held before listing) filed 2025-02-05 17.3% 4.2m≈ $109.6m 2025-02-05
Shipley Kenneth E 13G · exempt (held before listing) filed 2025-02-05 12.4% 3.0m≈ $78.6m 2025-02-05
Shipley Douglas M 13G · exempt (held before listing) filed 2025-02-05 11.9% 2.9m≈ $75.8m 2025-02-05
Shipley William G 13G · exempt (held before listing) filed 2025-02-05 11.9% 2.9m≈ $75.3m 2025-02-05
American Endowment Foundation 13G · exempt (held before listing) new · filed 2025-02-12 8.9% new 2.2m≈ $56.8m 2025-02-12

Insider purchases and sales in Q2 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q3 23: 0 buyingQ3 23: 2 sellingQ4 23: 1 buyingQ4 23: 2 sellingQ4 23Q1 24: 2 buyingQ1 24: 2 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 1 sellingQ4 24: 0 buyingQ4 24: 1 sellingQ4 24Q1 25: 0 buyingQ1 25: 1 sellingQ2 25: 0 buyingQ2 25: 0 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20230—2$5.7m—
Q4 20231$56.0k2$5.0m—
Q1 20242$237.0k2$5.3m$436.3k
Q2 20240—0——
Q3 20240—1$2.8m$2.3m
Q4 20240—1$5.4m$4.9m
Q1 20250—1$247.6k$247.6k
Q2 20250—0——

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Voss Capital, LP 1.64% of their portfolio HOUSTON, TX 1,050,0001.1m $23.8m $23.8m 1.64% Added +198.8k +198,789
2 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 844,484844.5k $19.1m $19.1m 0.00% Added +63.8k +63,790
3 GW&K Investment Management, LLC 0.14% of their portfolio BOSTON, MA 679,114679.1k $15.4m $15.4m 0.14% Reduced -7.3k -7,300
4 ADVISORY RESEARCH INC 2.29% of their portfolio CHICAGO, IL 658,507658.5k $14.9m $14.9m 2.29% Added +21.5k +21,455
5 BlackRock, Inc. 0.00% of their portfolio New York, NY 559,537559.5k $12.7m $12.7m 0.00% Reduced -108.9k -108,932
6 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 490,626490.6k $11.1m $11.1m 0.00% Reduced -168.8k -168,772
7 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 454,824454.8k $10.3m $10.3m 0.00% Reduced -2.5k -2,495
8 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.58% of their portfolio EDINA, MN 419,520419.5k $9.5m $9.5m 0.58% Unchanged
9 ROYCE & ASSOCIATES LP 0.08% of their portfolio New York, NY 330,166330.2k $7.5m $7.5m 0.08% Added +12.0k +12,000
10 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio Los Angeles, CA 270,490270.5k $6.1m $6.1m 0.02% Added +22.7k +22,720
11 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 244,640244.6k $5.5m $5.5m 0.00% Reduced -30.1k -30,145
12 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 235,116235.1k $5.3m $5.3m 0.00% Added +12.7k +12,697
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 230,204230.2k $5.2m $5.2m 0.00% Added +124.8k +124,764
14 ROBOTTI ROBERT 0.85% of their portfolio NEW YORK, NY 222,867222.9k $5.1m $5.1m 0.85% Added +1.6k +1,563
15 BARD ASSOCIATES INC 1.36% of their portfolio CHICAGO, IL 186,367186.4k $4.2m $4.2m 1.36% Reduced -12.4k -12,444
16 Boston Partners 0.00% of their portfolio BOSTON, MA 128,937128.9k $2.9m $2.9m 0.00% Added +12.8k +12,848
17 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 117,481117.5k $2.7m $2.7m 0.00% Reduced -344 -344
18 Meixler Investment Management, Ltd. 1.70% of their portfolio SHOW LOW, AZ 108,616108.6k $2.5m $2.5m 1.70% Added +8.1k +8,106
19 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 100,248100.2k $2.3m $2.3m 0.00% Added +18.7k +18,749
20 Villanova Investment Management Co LLC 2.18% of their portfolio WAYNE, PA 93,02793.0k $2.1m $2.1m 2.18% Added +60.5k +60,546
21 BFSG, LLC 0.23% of their portfolio IRVINE, CA 89,95790.0k $2.0m $2.0m 0.23% Added +925 +925
22 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 85,26285.3k $1.9m $1.9m 0.00% Added +25.3k +25,313
23 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 83,90583.9k $1.9m $1.9m 0.00% Reduced -6.2k -6,207
24 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 83,06083.1k $1.9m $1.9m 0.00% Reduced -17.3k -17,287
25 Brandywine Global Investment Management, LLC 0.01% of their portfolio PHILADELPHIA, PA 75,96076.0k $1.7m $1.7m 0.01% Reduced -2.9k -2,900
26 Perritt Capital Management Inc 0.86% of their portfolio Chicago, IL 73,38273.4k $1.7m $1.7m 0.86% Reduced -7.3k -7,300
27 SHELL ASSET MANAGEMENT CO 0.06% of their portfolio THE HAGUE, P7 71,65371.7k $1.6m $1.6m 0.06% Reduced -2.6k -2,590
28 UBS Group AG 0.00% of their portfolio ZURICH, V8 68,20068.2k $1.5m $1.5m 0.00% Added +4.6k +4,648
29 YACKTMAN ASSET MANAGEMENT LP 0.02% of their portfolio AUSTIN, TX 60,00060.0k $1.4m $1.4m 0.02% Added +9.0k +9,000
30 GABELLI FUNDS LLC 0.01% of their portfolio Rye, NY 51,50251.5k $1.2m $1.2m 0.01% Added +12.5k +12,475
31 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 49,44749.4k $1.1m $1.1m 0.00% Reduced -20.4k -20,377
32 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 49,34449.3k $1.1m $1.1m 0.00% Added +26.7k +26,748
33 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 45,90045.9k $1.0m $1.0m 0.00% Reduced -8.5k -8,534
34 Teton Advisors, Inc. 0.62% of their portfolio Rye, NY 45,00045.0k $1.0m $1.0m 0.62% Unchanged
35 Premier Path Wealth Partners, LLC 0.13% of their portfolio MADISON, NJ 41,80741.8k $947.3k $947.3k 0.13% Reduced -2.1k -2,103
36 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 41,52041.5k $940.8k $940.8k 0.00% Reduced -3.0k -2,983
37 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 40,99341.0k $928.9k $928.9k 0.00% Added +31.5k +31,530
38 ABS Direct Equity Fund LLC 1.44% of their portfolio Stamford, CT 40,00040.0k $906.4k $906.4k 1.44% Reduced -5.0k -5,000
39 CastleKnight Management LP 0.06% of their portfolio New York, NY 39,30039.3k $890.5k $890.5k 0.06% Unchanged
40 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 37,23937.2k $843.8k $843.8k 0.00% Reduced -2.5k -2,489
41 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 35,89235.9k $813.3k $813.3k 0.00% Added +917 +917
42 Redmond Asset Management, LLC 0.19% of their portfolio HENRICO, VA 35,53735.5k $805.3k $805.3k 0.19% Unchanged
43 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 34,91334.9k $791.1k $791.1k 0.00% Reduced -32.7k -32,737
44 Rock Creek Group LLC 0.09% of their portfolio Washington, DC 34,79634.8k $788.5k $788.5k 0.09% Reduced -65.2k -65,204
45 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 30,27630.3k $686.0k $686.0k 0.00% Added +16.4k +16,374
46 TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% of their portfolio AUSTIN, TX 28,79828.8k $652.6k $652.6k 0.00% Added +1.1k +1,129
47 BAILARD, INC. 0.01% of their portfolio Foster City, CA 28,26528.3k $640.5k $640.5k 0.01% Reduced -257 -257
48 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 27,79427.8k $629.8k $629.8k 0.00% Reduced -1.7k -1,745
49 Koss-Olinger Consulting, LLC 0.05% of their portfolio GAINESVILLE, FL 24,27724.3k $550.1k $550.1k 0.05% Reduced -1.8k -1,798
50 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 23,90023.9k $541.6k $541.6k 0.00% New
51 Swiss National Bank 0.00% of their portfolio ZURICH, V8 23,04423.0k $522.2k $522.2k 0.00% Added +1.6k +1,600
52 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 22,30022.3k $505.3k $505.3k 0.00% Reduced -6.1k -6,100
53 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 18,33018.3k $415.4k $415.4k 0.00% Added +4.7k +4,725
54 XTX Topco Ltd 0.02% of their portfolio LONDON, X0 17,69717.7k $401.0k $401.0k 0.02% New
55 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 16,33516.3k $370.2k $370.2k 0.00% Reduced -422 -422
56 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 16,23516.2k $367.9k $367.9k 0.00% Reduced -42.6k -42,638
57 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 15,87615.9k $359.7k $359.7k 0.00% Reduced -2.0k -2,017
58 TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio STAMFORD, CT 15,11815.1k $342.6k $342.6k 0.00% Reduced -22.6k -22,606
59 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 14,64114.6k $331.8k $331.8k 0.00% Added +1.5k +1,515
60 Brevan Howard Capital Management LP 0.00% of their portfolio ST. HELIER, Y9 13,08213.1k $296.4k $296.4k 0.00% New
61 Verition Fund Management LLC 0.00% of their portfolio GREENWICH, CT 12,72712.7k $288.4k $288.4k 0.00% New
62 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 12,71012.7k $288.0k $288.0k 0.00% Reduced -8.9k -8,884
63 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 12,20112.2k $276.5k $276.5k 0.00% Reduced -1.2k -1,180
64 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 12,05012.1k $273.1k $273.1k 0.00% Added +4.1k +4,100
65 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 11,02011.0k $249.7k $249.7k 0.00% New
66 EXCHANGE TRADED CONCEPTS, LLC 0.00% of their portfolio Oklahoma City, OK 10,97711.0k $248.7k $248.7k 0.00% New
67 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 10,24310.2k $232.1k $232.1k 0.00% Unchanged
68 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 9,7949.8k $221.9k $221.9k 0.00% Reduced -4.0k -4,040
69 Engineers Gate Manager LP 0.00% of their portfolio NEW YORK, NY 9,7839.8k $221.7k $221.7k 0.00% Added +363 +363
70 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio HOUSTON, TX 9,3539.4k $211.9k $211.9k 0.01% Reduced -49 -49
71 Legal & General Group Plc 0.00% of their portfolio London, X0 8,9589.0k $203.0k $203.0k 0.00% Added +1.2k +1,216
72 State of Wyoming 0.02% of their portfolio CHEYENNE, WY 8,9468.9k $202.7k $202.7k 0.02% Added +4.5k +4,462
73 AWH Capital, L.P. 0.20% of their portfolio DALLAS, TX 7,6127.6k $172.5k $172.5k 0.20% New
74 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 7,1457.1k $161.9k $161.9k 0.00% Unchanged
75 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 6,6746.7k $151.2k $151.2k 0.00% Reduced -250 -250
76 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 6,4476.4k $146.1k $146.1k 0.00% Added +40 +40
77 Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio ZURICH, V8 5,8735.9k $133.1k $133.1k 0.00% Added +4.6k +4,621
78 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 5,5415.5k $125.6k $125.6k 0.00% Reduced -1.2k -1,188
79 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 5,5125.5k $124.9k $124.9k 0.00% Reduced -3.6k -3,621
80 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 4,9404.9k $111.9k $111.9k 0.00% Added +200 +200
81 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 4,9004.9k $111.0k $111.0k 0.00% Unchanged
82 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 4,8314.8k $109.5k $109.5k 0.00% Reduced -1.1k -1,112
83 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 4,7234.7k $107.0k $107.0k 0.00% Reduced -2.0k -2,012
84 Knott David M Jr 0.04% of their portfolio SYOSSET, NY 4,0004.0k $90.6k $90.6k 0.04% Reduced -2.5k -2,500
85 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 3,1933.2k $72.4k $72.4k 0.00% Unchanged
86 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 2,4082.4k $54.6k $54.6k 0.00% Added +1.9k +1,940
87 KLP KAPITALFORVALTNING AS 0.00% of their portfolio OSLO, Q8 2,0002.0k $45.3k $45.3k 0.00% Unchanged
88 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,3841.4k $31.4k $31.4k 0.00% Reduced -200 -200
89 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 1,1571.2k $26.2k $26.2k 0.00% Reduced -4.5k -4,500
90 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 1,0001.0k $22.7k $22.7k 0.00% Unchanged
91 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 819819 $18.6k $18.6k 0.00% Unchanged
92 FMR LLC 0.00% of their portfolio BOSTON, MA 558558 $12.6k $12.6k 0.00% Reduced -264 -264
93 WealthCollab, LLC 0.01% of their portfolio BELLEVUE, WA 415415 $9.4k $9.4k 0.01% Unchanged
94 CWM, LLC 0.00% of their portfolio OMAHA, NE 407407 $9.0k $9.0k 0.00% Reduced -23 -23
95 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 390390 $8.8k $8.8k 0.00% New
96 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 380380 $9.0k $9.0k 0.00% Unchanged
97 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 368368 $8.3k $8.3k 0.00% Added +157 +157
98 Aquatic Capital Management LLC 0.00% of their portfolio CHICAGO, IL 216216 $4.9k $4.9k 0.00% New
99 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 196196 $4.4k $4.4k 0.00% New
100 HARBOR CAPITAL ADVISORS, INC. 0.00% of their portfolio CHICAGO, IL 149149 $3.0k $3.0k 0.00% Added +3 +3