LEGACY HOUSING CORP LEGH
COM · Common Stock · CUSIP 52472M101
- SectorMaterials
- IndustryMobile Homes
- HeadquartersBedford, TX
- FilingsSEC EDGAR
* 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
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 78 |
| Q4 2022 | 72 |
| Q1 2023 | 75 |
| Q2 2023 | 79 |
| Q3 2023 | 77 |
| Q4 2023 | 81 |
| Q1 2024 | 83 |
| Q2 2024 | 103 |
| Q3 2024 | 110 |
| Q4 2024 | 107 |
| Q1 2025 | 115 |
| Q2 2025 | 117 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 33 | 31 |
| Q4 2023 | 41 | 31 |
| Q1 2024 | 40 | 38 |
| Q2 2024 | 60 | 40 |
| Q3 2024 | 53 | 43 |
| Q4 2024 | 53 | 39 |
| Q1 2025 | 54 | 42 |
| Q2 2025 | 52 | 59 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $2.0m | $35.6k | 0.02 |
| Q4 2024 | $111.1k | $22.2k | 0.20 |
| Q1 2025 | $67.6k | $25.2k | 0.37 |
| Q2 2025 | $0 | $0 | — |
Biggest buyers
| Voss Capital, LP | Added | +198.8k |
| ROYAL BANK OF CANADA | Added | +124.8k |
| DIMENSIONAL FUND ADVISORS LP | Added | +63.8k |
| Villanova Investment Management Co LLC | Added | +60.5k |
| CITADEL ADVISORS LLC | Added | +31.5k |
| JANE STREET GROUP, LLC | Added | +26.7k |
| Russell Investments Group, Ltd. | Added | +25.3k |
| RENAISSANCE TECHNOLOGIES LLC | New | +23.9k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Added | +22.7k |
| ADVISORY RESEARCH INC | Added | +21.5k |
Biggest sellers
| VANGUARD GROUP INC | Reduced | -168.8k |
| BlackRock, Inc. | Reduced | -108.9k |
| Rock Creek Group LLC | Reduced | -65.2k |
| Squarepoint Ops LLC | Reduced | -42.6k |
| MORGAN STANLEY | Reduced | -32.7k |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -30.1k |
| TUDOR INVESTMENT CORP ET AL | Reduced | -22.6k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -20.4k |
| PDT Partners, LLC | Sold out | -19.9k |
| NORTHERN TRUST CORP | Reduced | -17.3k |
Biggest calls
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
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.
| Holder | Stake |
|---|---|
| Hodgson Curtis Drew 13G · exempt (held before listing) filed 2025-02-05 | 17.3% |
| Shipley Kenneth E 13G · exempt (held before listing) filed 2025-02-05 | 12.4% |
| Shipley Douglas M 13G · exempt (held before listing) filed 2025-02-05 | 11.9% |
| Shipley William G 13G · exempt (held before listing) filed 2025-02-05 | 11.9% |
| American Endowment Foundation 13G · exempt (held before listing) new · filed 2025-02-12 | 8.9% |
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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 2 | $5.7m | — |
| Q4 2023 | 1 | $56.0k | 2 | $5.0m | — |
| Q1 2024 | 2 | $237.0k | 2 | $5.3m | $436.3k |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 1 | $2.8m | $2.3m |
| Q4 2024 | 0 | — | 1 | $5.4m | $4.9m |
| Q1 2025 | 0 | — | 1 | $247.6k | $247.6k |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| Voss Capital, LP 1.64% of their portfolio | 1.1m $23.8m | Added +198.8k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 844.5k $19.1m | Added +63.8k |
| GW&K Investment Management, LLC 0.14% of their portfolio | 679.1k $15.4m | Reduced -7.3k |
| ADVISORY RESEARCH INC 2.29% of their portfolio | 658.5k $14.9m | Added +21.5k |
| BlackRock, Inc. 0.00% of their portfolio | 559.5k $12.7m | Reduced -108.9k |
| VANGUARD GROUP INC 0.00% of their portfolio | 490.6k $11.1m | Reduced -168.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 454.8k $10.3m | Reduced -2.5k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.58% of their portfolio | 419.5k $9.5m | Unchanged |
| ROYCE & ASSOCIATES LP 0.08% of their portfolio | 330.2k $7.5m | Added +12.0k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 270.5k $6.1m | Added +22.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 244.6k $5.5m | Reduced -30.1k |
| STATE STREET CORP 0.00% of their portfolio | 235.1k $5.3m | Added +12.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 230.2k $5.2m | Added +124.8k |
| ROBOTTI ROBERT 0.85% of their portfolio | 222.9k $5.1m | Added +1.6k |
| BARD ASSOCIATES INC 1.36% of their portfolio | 186.4k $4.2m | Reduced -12.4k |
| Boston Partners 0.00% of their portfolio | 128.9k $2.9m | Added +12.8k |
| Cerity Partners LLC 0.00% of their portfolio | 117.5k $2.7m | Reduced -344 |
| Meixler Investment Management, Ltd. 1.70% of their portfolio | 108.6k $2.5m | Added +8.1k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 100.2k $2.3m | Added +18.7k |
| Villanova Investment Management Co LLC 2.18% of their portfolio | 93.0k $2.1m | Added +60.5k |
| BFSG, LLC 0.23% of their portfolio | 90.0k $2.0m | Added +925 |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 85.3k $1.9m | Added +25.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 83.9k $1.9m | Reduced -6.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 83.1k $1.9m | Reduced -17.3k |
| Brandywine Global Investment Management, LLC 0.01% of their portfolio | 76.0k $1.7m | Reduced -2.9k |
| Perritt Capital Management Inc 0.86% of their portfolio | 73.4k $1.7m | Reduced -7.3k |
| SHELL ASSET MANAGEMENT CO 0.06% of their portfolio | 71.7k $1.6m | Reduced -2.6k |
| UBS Group AG 0.00% of their portfolio | 68.2k $1.5m | Added +4.6k |
| YACKTMAN ASSET MANAGEMENT LP 0.02% of their portfolio | 60.0k $1.4m | Added +9.0k |
| GABELLI FUNDS LLC 0.01% of their portfolio | 51.5k $1.2m | Added +12.5k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 49.4k $1.1m | Reduced -20.4k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 49.3k $1.1m | Added +26.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 45.9k $1.0m | Reduced -8.5k |
| Teton Advisors, Inc. 0.62% of their portfolio | 45.0k $1.0m | Unchanged |
| Premier Path Wealth Partners, LLC 0.13% of their portfolio | 41.8k $947.3k | Reduced -2.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 41.5k $940.8k | Reduced -3.0k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 41.0k $928.9k | Added +31.5k |
| ABS Direct Equity Fund LLC 1.44% of their portfolio | 40.0k $906.4k | Reduced -5.0k |
| CastleKnight Management LP 0.06% of their portfolio | 39.3k $890.5k | Unchanged |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 37.2k $843.8k | Reduced -2.5k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 35.9k $813.3k | Added +917 |
| Redmond Asset Management, LLC 0.19% of their portfolio | 35.5k $805.3k | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 34.9k $791.1k | Reduced -32.7k |
| Rock Creek Group LLC 0.09% of their portfolio | 34.8k $788.5k | Reduced -65.2k |
| HRT FINANCIAL LP 0.00% of their portfolio | 30.3k $686.0k | Added +16.4k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% of their portfolio | 28.8k $652.6k | Added +1.1k |
| BAILARD, INC. 0.01% of their portfolio | 28.3k $640.5k | Reduced -257 |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 27.8k $629.8k | Reduced -1.7k |
| Koss-Olinger Consulting, LLC 0.05% of their portfolio | 24.3k $550.1k | Reduced -1.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 23.9k $541.6k | New |
| Swiss National Bank 0.00% of their portfolio | 23.0k $522.2k | Added +1.6k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 22.3k $505.3k | Reduced -6.1k |
| BARCLAYS PLC 0.00% of their portfolio | 18.3k $415.4k | Added +4.7k |
| XTX Topco Ltd 0.02% of their portfolio | 17.7k $401.0k | New |
| Invesco Ltd. 0.00% of their portfolio | 16.3k $370.2k | Reduced -422 |
| Squarepoint Ops LLC 0.00% of their portfolio | 16.2k $367.9k | Reduced -42.6k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 15.9k $359.7k | Reduced -2.0k |
| TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio | 15.1k $342.6k | Reduced -22.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 14.6k $331.8k | Added +1.5k |
| Brevan Howard Capital Management LP 0.00% of their portfolio | 13.1k $296.4k | New |
| Verition Fund Management LLC 0.00% of their portfolio | 12.7k $288.4k | New |
| Nuveen, LLC 0.00% of their portfolio | 12.7k $288.0k | Reduced -8.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 12.2k $276.5k | Reduced -1.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 12.1k $273.1k | Added +4.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 11.0k $249.7k | New |
| EXCHANGE TRADED CONCEPTS, LLC 0.00% of their portfolio | 11.0k $248.7k | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 10.2k $232.1k | Unchanged |
| SEI INVESTMENTS CO 0.00% of their portfolio | 9.8k $221.9k | Reduced -4.0k |
| Engineers Gate Manager LP 0.00% of their portfolio | 9.8k $221.7k | Added +363 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 9.4k $211.9k | Reduced -49 |
| Legal & General Group Plc 0.00% of their portfolio | 9.0k $203.0k | Added +1.2k |
| State of Wyoming 0.02% of their portfolio | 8.9k $202.7k | Added +4.5k |
| AWH Capital, L.P. 0.20% of their portfolio | 7.6k $172.5k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 7.1k $161.9k | Unchanged |
| MetLife Investment Management, LLC 0.00% of their portfolio | 6.7k $151.2k | Reduced -250 |
| Sterling Capital Management LLC 0.00% of their portfolio | 6.4k $146.1k | Added +40 |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 5.9k $133.1k | Added +4.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 5.5k $125.6k | Reduced -1.2k |
| CITIGROUP INC 0.00% of their portfolio | 5.5k $124.9k | Reduced -3.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 4.9k $111.9k | Added +200 |
| STRS OHIO 0.00% of their portfolio | 4.9k $111.0k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 4.8k $109.5k | Reduced -1.1k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 4.7k $107.0k | Reduced -2.0k |
| Knott David M Jr 0.04% of their portfolio | 4.0k $90.6k | Reduced -2.5k |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 3.2k $72.4k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 2.4k $54.6k | Added +1.9k |
| KLP KAPITALFORVALTNING AS 0.00% of their portfolio | 2.0k $45.3k | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 1.4k $31.4k | Reduced -200 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 1.2k $26.2k | Reduced -4.5k |
| CIBC Private Wealth Group LLC 0.00% of their portfolio | 1.0k $22.7k | Unchanged |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 819 $18.6k | Unchanged |
| FMR LLC 0.00% of their portfolio | 558 $12.6k | Reduced -264 |
| WealthCollab, LLC 0.01% of their portfolio | 415 $9.4k | Unchanged |
| CWM, LLC 0.00% of their portfolio | 407 $9.0k | Reduced -23 |
| Clearstead Advisors, LLC 0.00% of their portfolio | 390 $8.8k | New |
| AMALGAMATED BANK 0.00% of their portfolio | 380 $9.0k | Unchanged |
| Smartleaf Asset Management LLC 0.00% of their portfolio | 368 $8.3k | Added +157 |
| Aquatic Capital Management LLC 0.00% of their portfolio | 216 $4.9k | New |
| MAI Capital Management 0.00% of their portfolio | 196 $4.4k | New |
| HARBOR CAPITAL ADVISORS, INC. 0.00% of their portfolio | 149 $3.0k | Added +3 |