Vault-13

LEGACY HOUSING CORP LEGH

COM · Common Stock · CUSIP 52472M101

116 institutional holders -1 vs Q2 2025
8,963,8279.0m shares reported held*
37.6% of all shares outstanding*
$246.5mreported value*
10 new 27 added 48 reduced 10 sold out net sold ≈ $8.4m (-305.7k 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 ($506.9k this quarter). Holder counts are more reliable. Shares outstanding: 23.9m as of 2025-11-07, 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 ≈ $27.50. Options: 1 managers hold calls ($13.8k notional), 0 hold puts (—).

Trends to Q3 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: 117Q3 25: 116116Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025116

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 23: 41 bought or addedQ4 23: 31 cut or sold outQ1 24: 40 bought or addedQ1 24: 38 cut or sold outQ1 24Q2 24: 60 bought or addedQ2 24: 40 cut or sold outQ3 24: 53 bought or addedQ3 24: 43 cut or sold outQ3 24Q4 24: 53 bought or addedQ4 24: 39 cut or sold outQ1 25: 54 bought or addedQ1 25: 42 cut or sold outQ1 25Q2 25: 52 bought or addedQ2 25: 59 cut or sold outQ3 25: 37 bought or addedQ3 25: 58 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20234131
Q1 20244038
Q2 20246040
Q3 20245343
Q4 20245339
Q1 20255442
Q2 20255259
Q3 20253758

Calls vs puts

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

CallsPuts
$0$50k$100k$150kQ4 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 —Q3 25 calls: $13.8kQ3 25 puts: $0Q3 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q4 2024$111.1k$22.2k0.20
Q1 2025$67.6k$25.2k0.37
Q2 2025$0$0—
Q3 2025$13.8k$00.00

Biggest buyers

Crown Wealth Group, LLC New +140,500+140.5k
AMERICAN CENTURY COMPANIES INC Added +39,775+39.8k
Villanova Investment Management Co LLC Added +33,644+33.6k
TUDOR INVESTMENT CORP ET AL Added +29,856+29.9k
Assenagon Asset Management S.A. New +25,389+25.4k
Russell Investments Group, Ltd. Added +20,521+20.5k
DIMENSIONAL FUND ADVISORS LP Added +20,350+20.4k
GSA CAPITAL PARTNERS LLP New +17,600+17.6k
Voss Capital, LP Added +17,249+17.2k
MARSHALL WACE, LLP New +13,823+13.8k

Biggest sellers

ROYAL BANK OF CANADA Reduced -184,754-184.8k
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Reduced -120,270-120.3k
SHELL ASSET MANAGEMENT CO Sold out -71,653-71.7k
AMERIPRISE FINANCIAL INC Reduced -28,500-28.5k
VANGUARD GROUP INC Reduced -19,045-19.0k
STATE STREET CORP Reduced -18,742-18.7k
CITADEL ADVISORS LLC Reduced -18,463-18.5k
XTX Topco Ltd Sold out -17,697-17.7k
GW&K Investment Management, LLC Reduced -17,596-17.6k
UBS Group AG Reduced -16,765-16.8k

Biggest calls

GROUP ONE TRADING LLC New $13.8k500 shares

Biggest puts

None

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 Q3 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
202Q4 23: 1 buyingQ4 23: 2 sellingQ1 24: 2 buyingQ1 24: 2 sellingQ1 24Q2 24: 0 buyingQ2 24: 0 sellingQ3 24: 0 buyingQ3 24: 1 sellingQ3 24Q4 24: 0 buyingQ4 24: 1 sellingQ1 25: 0 buyingQ1 25: 1 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
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——
Q3 20250—0——

None reported in Q3 2025.

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Voss Capital, LP 1.69% of their portfolio HOUSTON, TX 1,067,2491.1m $29.4m $29.4m 1.69% Added +17.2k +17,249
2 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 864,834864.8k $23.8m $23.8m 0.01% Added +20.4k +20,350
3 GW&K Investment Management, LLC 0.16% of their portfolio BOSTON, MA 661,518661.5k $18.2m $18.2m 0.16% Reduced -17.6k -17,596
4 ADVISORY RESEARCH INC 2.38% of their portfolio CHICAGO, IL 658,371658.4k $18.1m $18.1m 2.38% Reduced -136 -136
5 BlackRock, Inc. 0.00% of their portfolio New York, NY 546,389546.4k $15.0m $15.0m 0.00% Reduced -13.1k -13,148
6 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 471,581471.6k $13.0m $13.0m 0.00% Reduced -19.0k -19,045
7 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.68% of their portfolio EDINA, MN 429,110429.1k $11.8m $11.8m 0.68% Added +9.6k +9,590
8 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 426,324426.3k $11.7m $11.7m 0.00% Reduced -28.5k -28,500
9 ROYCE & ASSOCIATES LP 0.09% of their portfolio New York, NY 330,166330.2k $9.1m $9.1m 0.09% Unchanged
10 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 228,902228.9k $6.3m $6.3m 0.00% Reduced -15.7k -15,738
11 ROBOTTI ROBERT 1.06% of their portfolio NEW YORK, NY 222,167222.2k $6.1m $6.1m 1.06% Reduced -700 -700
12 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 216,374216.4k $6.0m $6.0m 0.00% Reduced -18.7k -18,742
13 BARD ASSOCIATES INC 1.33% of their portfolio CHICAGO, IL 182,236182.2k $5.0m $5.0m 1.33% Reduced -4.1k -4,131
14 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.01% of their portfolio Los Angeles, CA 150,220150.2k $4.1m $4.1m 0.01% Reduced -120.3k -120,270
15 Crown Wealth Group, LLC 1.16% of their portfolio Charlotte, NC 140,500140.5k $3.9m $3.9m 1.16% New
16 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 140,023140.0k $3.9m $3.9m 0.00% Added +39.8k +39,775
17 Boston Partners 0.00% of their portfolio BOSTON, MA 134,731134.7k $3.7m $3.7m 0.00% Added +5.8k +5,794
18 Villanova Investment Management Co LLC 2.41% of their portfolio WAYNE, PA 126,671126.7k $3.5m $3.5m 2.41% Added +33.6k +33,644
19 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 118,769118.8k $3.3m $3.3m 0.01% Added +1.3k +1,288
20 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 105,783105.8k $2.9m $2.9m 0.00% Added +20.5k +20,521
21 Meixler Investment Management, Ltd. 1.73% of their portfolio SHOW LOW, AZ 102,398102.4k $2.8m $2.8m 1.73% Reduced -6.2k -6,218
22 BFSG, LLC 0.25% of their portfolio IRVINE, CA 92,45592.5k $2.5m $2.5m 0.25% Added +2.5k +2,498
23 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 82,42582.4k $2.3m $2.3m 0.00% Reduced -635 -635
24 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 76,08976.1k $2.1m $2.1m 0.00% Reduced -7.8k -7,816
25 Brandywine Global Investment Management, LLC 0.01% of their portfolio PHILADELPHIA, PA 73,26073.3k $2.0m $2.0m 0.01% Reduced -2.7k -2,700
26 Perritt Capital Management Inc 0.95% of their portfolio Chicago, IL 72,68272.7k $2.0m $2.0m 0.95% Reduced -700 -700
27 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 61,67561.7k $1.7m $1.7m 0.00% Added +12.2k +12,228
28 YACKTMAN ASSET MANAGEMENT LP 0.02% of their portfolio AUSTIN, TX 60,00060.0k $1.7m $1.7m 0.02% Unchanged
29 UBS Group AG 0.00% of their portfolio ZURICH, V8 51,43551.4k $1.4m $1.4m 0.00% Reduced -16.8k -16,765
30 GABELLI FUNDS LLC 0.01% of their portfolio Rye, NY 48,99749.0k $1.3m $1.3m 0.01% Reduced -2.5k -2,505
31 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 45,45045.5k $1.2m $1.2m 0.00% Reduced -184.8k -184,754
32 TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio STAMFORD, CT 44,97445.0k $1.2m $1.2m 0.01% Added +29.9k +29,856
33 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 44,70244.7k $1.2m $1.2m 0.00% Added +7.5k +7,463
34 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 44,26044.3k $1.2m $1.2m 0.00% Reduced -5.1k -5,084
35 Premier Path Wealth Partners, LLC 0.14% of their portfolio MADISON, NJ 40,87240.9k $1.1m $1.1m 0.14% Reduced -935 -935
36 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 40,47040.5k $1.1m $1.1m 0.00% Reduced -1.1k -1,050
37 Teton Advisors, LLC 0.68% of their portfolio GREENWICH, CT 40,00040.0k $1.1m $1.1m 0.68% First filing
38 CastleKnight Management LP 0.06% of their portfolio New York, NY 39,30039.3k $1.1m $1.1m 0.06% Unchanged
39 Redmond Asset Management, LLC 0.24% of their portfolio HENRICO, VA 35,53735.5k $977.6k $977.6k 0.24% Unchanged
40 Rock Creek Group LLC 0.10% of their portfolio Washington, DC 34,69334.7k $954.4k $954.4k 0.10% Reduced -103 -103
41 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 31,19031.2k $858.0k $858.0k 0.00% Reduced -14.7k -14,710
42 TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% of their portfolio AUSTIN, TX 29,92229.9k $823.2k $823.2k 0.00% Added +1.1k +1,124
43 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 28,68828.7k $789.0k $789.0k 0.00% Reduced -1.6k -1,588
44 BAILARD, INC. 0.02% of their portfolio Foster City, CA 28,26528.3k $777.6k $777.6k 0.02% Unchanged
45 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 28,01028.0k $770.6k $770.6k 0.00% Reduced -7.9k -7,882
46 Assenagon Asset Management S.A. 0.00% of their portfolio SENNINGERBERG, N4 25,38925.4k $698.5k $698.5k 0.00% New
47 ABS Direct Equity Fund LLC 0.98% of their portfolio Stamford, CT 25,00025.0k $687.8k $687.8k 0.98% Reduced -15.0k -15,000
48 Koss-Olinger Consulting, LLC 0.05% of their portfolio GAINESVILLE, FL 24,27724.3k $550.0k $550.0k 0.05% Unchanged
49 Swiss National Bank 0.00% of their portfolio ZURICH, V8 23,04423.0k $633.9k $633.9k 0.00% Unchanged
50 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 22,86122.9k $628.9k $628.9k 0.00% Reduced -12.1k -12,052
51 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 22,53022.5k $619.8k $619.8k 0.00% Reduced -18.5k -18,463
52 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 20,39920.4k $561.2k $561.2k 0.00% Reduced -7.4k -7,395
53 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 20,00020.0k $550.2k $550.2k 0.00% Reduced -3.9k -3,900
54 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 18,00018.0k $495.2k $495.2k 0.00% Reduced -4.3k -4,300
55 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 17,92717.9k $493.2k $493.2k 0.00% Added +13.0k +12,987
56 GSA CAPITAL PARTNERS LLP 0.04% of their portfolio LONDON, X0 17,60017.6k $484.0k $484.0k 0.04% New
57 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 15,63615.6k $430.1k $430.1k 0.00% Reduced -699 -699
58 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 14,21514.2k $391.0k $391.0k 0.00% Reduced -1.7k -1,661
59 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 13,82313.8k $380.3k $380.3k 0.00% New
60 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 12,31312.3k $338.7k $338.7k 0.00% Reduced -6.0k -6,017
61 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 11,66011.7k $320.8k $320.8k 0.00% Reduced -3.0k -2,981
62 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 11,35011.3k $312.2k $312.2k 0.00% Reduced -700 -700
63 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 11,07411.1k $304.6k $304.6k 0.00% Reduced -1.6k -1,636
64 ExodusPoint Capital Management, LP 0.00% of their portfolio NEW YORK, NY 10,40310.4k $286.2k $286.2k 0.00% New
65 Engineers Gate Manager LP 0.00% of their portfolio NEW YORK, NY 10,35910.4k $285.0k $285.0k 0.00% Added +576 +576
66 EXCHANGE TRADED CONCEPTS, LLC 0.00% of their portfolio Oklahoma City, OK 10,13910.1k $278.9k $278.9k 0.00% Reduced -838 -838
67 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 9,96910.0k $274.2k $274.2k 0.00% Reduced -274 -274
68 Legal & General Group Plc 0.00% of their portfolio London, X0 9,6719.7k $266.0k $266.0k 0.00% Added +713 +713
69 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio HOUSTON, TX 9,3799.4k $258.0k $258.0k 0.01% Added +26 +26
70 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 8,3768.4k $230.4k $230.4k 0.00% Added +3.5k +3,545
71 AWH Capital, L.P. 0.22% of their portfolio DALLAS, TX 7,6127.6k $209.4k $209.4k 0.22% Unchanged
72 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 7,1457.1k $196.6k $196.6k 0.00% Unchanged
73 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 6,9006.9k $189.8k $189.8k 0.00% Added +2.0k +2,000
74 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 6,8106.8k $187.3k $187.3k 0.00% Added +363 +363
75 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 6,6746.7k $183.6k $183.6k 0.00% Unchanged
76 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 6,6206.6k $182.1k $182.1k 0.00% Added +1.1k +1,079
77 Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio ZURICH, V8 5,8735.9k $161.6k $161.6k 0.00% Unchanged
78 Aquatic Capital Management LLC 0.00% of their portfolio CHICAGO, IL 4,8734.9k $134.1k $134.1k 0.00% First filing
79 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 4,0464.0k $111.3k $111.3k 0.00% Reduced -677 -677
80 Knott David M Jr 0.05% of their portfolio SYOSSET, NY 4,0004.0k $110.0k $110.0k 0.05% Unchanged
81 AlphaQuest LLC 0.01% of their portfolio New York, NY 3,9103.9k $107.6k $107.6k 0.01% Added +3.8k +3,814
82 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 3,1933.2k $87.8k $87.8k 0.00% Unchanged
83 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 2,8102.8k $77.3k $77.3k 0.00% Reduced -2.7k -2,702
84 State of Wyoming 0.01% of their portfolio CHEYENNE, WY 2,6592.7k $73.1k $73.1k 0.01% Reduced -6.3k -6,287
85 KLP KAPITALFORVALTNING AS 0.00% of their portfolio OSLO, Q8 2,0002.0k $55.0k $55.0k 0.00% Unchanged
86 State of Alaska, Department of Revenue 0.00% of their portfolio JUNEAU, AK 1,2411.2k $34.0k $34.0k 0.00% New
87 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 1,1571.2k $31.8k $31.8k 0.00% Unchanged
88 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 1,0001.0k $27.5k $27.5k 0.00% Unchanged
89 FMR LLC 0.00% of their portfolio BOSTON, MA 986986 $27.1k $27.1k 0.00% Added +428 +428
90 Quarry LP 0.01% of their portfolio NEW YORK, NY 956956 $26.3k $26.3k 0.01% New
91 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 899899 $24.7k $24.7k 0.00% Reduced -1.5k -1,509
92 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 819819 $22.5k $22.5k 0.00% Unchanged
93 EASTERN BANK 0.00% of their portfolio BOSTON, MA 800800 $22.0k $22.0k 0.00% New
94 CWM, LLC 0.00% of their portfolio OMAHA, NE 587587 $16.0k $16.0k 0.00% Added +180 +180
95 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 584584 $16.1k $16.1k 0.00% Reduced -800 -800
96 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 579579 $15.8k $15.8k 0.00% Added +211 +211
97 WealthCollab, LLC 0.01% of their portfolio BELLEVUE, WA 415415 $11.4k $11.4k 0.01% Unchanged
98 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 390390 $10.7k $10.7k 0.00% Unchanged
99 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 380380 $10.0k $10.0k 0.00% Unchanged
100 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 196196 $5.4k $5.4k 0.00% Unchanged