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 ($9.7k this quarter). Holder counts are more reliable. Shares outstanding: 23.8m as of 2026-08-05, 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 ≈ $26.24.
Trends to Q2 2026
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 |
| Q3 2025 | 116 |
| Q4 2025 | 112 |
| Q1 2026 | 112 |
| Q2 2026 | 122 |
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 2024 | 53 | 43 |
| Q4 2024 | 53 | 39 |
| Q1 2025 | 54 | 42 |
| Q2 2025 | 52 | 59 |
| Q3 2025 | 37 | 58 |
| Q4 2025 | 57 | 54 |
| Q1 2026 | 49 | 54 |
| Q2 2026 | 66 | 39 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $13.8k | $0 | 0.00 |
| Q4 2025 | $0 | $0 | — |
| Q1 2026 | $0 | $0 | — |
| Q2 2026 | $0 | $0 | — |
Biggest buyers
| Bastion Asset Management Inc. | New | +116.2k |
| AMERIPRISE FINANCIAL INC | Added | +54.9k |
| DIMENSIONAL FUND ADVISORS LP | Added | +54.6k |
| GOLDMAN SACHS GROUP INC | Added | +52.2k |
| YACKTMAN ASSET MANAGEMENT LP | Added | +48.3k |
| BlackRock, Inc. | Added | +43.5k |
| Philadelphia Financial Management of San Francisco, LLC | Added | +39.3k |
| Creative Planning | Added | +39.0k |
| Aviance Capital Partners, LLC | Added | +28.3k |
| GABELLI FUNDS LLC | Added | +26.2k |
Biggest sellers
| ROBOTTI ROBERT | Reduced | -148.6k |
| Cerity Partners LLC | Sold out | -111.4k |
| MORGAN STANLEY | Reduced | -65.1k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -32.8k |
| Meixler Investment Management, Ltd. | Reduced | -29.7k |
| J. Goldman & Co LP | Reduced | -24.3k |
| Crown Wealth Group, LLC | Reduced | -24.0k |
| ExodusPoint Capital Management, LP | Sold out | -22.0k |
| Koss-Olinger Consulting, LLC | Sold out | -18.3k |
| JANE STREET GROUP, LLC | Reduced | -17.9k |
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 since 1 Apr 2026
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 |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $5.4m | $4.9m |
| Q1 2025 | 0 | — | 1 | $247.6k | $247.6k |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 1.0m $26.5m | Added +54.6k |
| ADVISORY RESEARCH INC 2.41% of their portfolio | 920.3k $24.2m | Reduced -5.0k |
| YACKTMAN ASSET MANAGEMENT LP 0.24% of their portfolio | 754.0k $19.8m | Added +48.3k |
| BlackRock, Inc. 0.00% of their portfolio | 636.2k $16.7m | Added +43.5k |
| Voss Capital, LP 0.78% of their portfolio | 597.1k $15.7m | Reduced -2.9k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 489.7k $12.9m | Added +54.9k |
| Philadelphia Financial Management of San Francisco, LLC 3.27% of their portfolio | 454.4k $11.9m | Added +39.3k |
| GW&K Investment Management, LLC 0.09% of their portfolio | 443.5k $11.7m | Reduced -16.2k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.56% of their portfolio | 427.7k $11.2m | Unchanged |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 372.3k $9.8m | Added +2.7k |
| ROYCE & ASSOCIATES LP 0.07% of their portfolio | 338.0k $8.9m | Added +9.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 249.2k $6.5m | Added +16.6k |
| STATE STREET CORP 0.00% of their portfolio | 217.8k $5.7m | Added +15.9k |
| GABELLI FUNDS LLC 0.03% of their portfolio | 185.6k $4.9m | Added +26.2k |
| BARD ASSOCIATES INC 1.05% of their portfolio | 179.7k $4.7m | Reduced -631 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 152.6k $4.0m | Added +13.1k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 131.0k $3.4m | Reduced -13.6k |
| Bastion Asset Management Inc. 0.98% of their portfolio | 116.2k $2.9m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 112.5k $3.0m | Added +52.2k |
| Crown Wealth Group, LLC 0.72% of their portfolio | 108.0k $2.8m | Reduced -24.0k |
| Villanova Investment Management Co LLC 2.56% of their portfolio | 102.8k $2.7m | Reduced -330 |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 101.6k $2.7m | Added +5.7k |
| North Star Investment Management Corp. 0.14% of their portfolio | 95.0k $2.5m | Unchanged |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 90.5k $2.4m | Added +5.7k |
| Creative Planning 0.00% of their portfolio | 88.7k $2.3m | Added +39.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 85.6k $2.2m | Added +623 |
| NORTHERN TRUST CORP 0.00% of their portfolio | 84.6k $2.2m | Added +3.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 74.8k $2.0m | Added +981 |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 70.5k $1.9m | Reduced -11.6k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 59.1k $1.6m | Added +2.9k |
| UBS Group AG 0.00% of their portfolio | 56.2k $1.5m | Reduced -2.2k |
| Aviance Capital Partners, LLC 0.13% of their portfolio | 48.5k $1.3m | Added +28.3k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 44.6k $1.2m | Reduced -738 |
| Meixler Investment Management, Ltd. 0.60% of their portfolio | 41.1k $1.1m | Reduced -29.7k |
| Premier Path Wealth Partners, LLC 0.12% of their portfolio | 41.0k $1.1m | Added +121 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 40.7k $1.1m | Added +967 |
| Redmond Asset Management, LLC 0.23% of their portfolio | 35.8k $939.3k | Reduced -665 |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 35.4k $931.2k | Added +24.3k |
| ROBOTTI ROBERT 0.14% of their portfolio | 32.8k $861.1k | Reduced -148.6k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 30.2k $792.9k | Added +1.3k |
| Teton Advisors, LLC 0.46% of their portfolio | 30.0k $788.1k | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 29.0k $761.9k | Reduced -17.9k |
| MORGAN STANLEY 0.00% of their portfolio | 28.3k $743.6k | Reduced -65.1k |
| HRT FINANCIAL LP 0.00% of their portfolio | 25.3k $665.0k | Added +6.9k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 22.9k $602.2k | Added +3.2k |
| J. Goldman & Co LP 0.02% of their portfolio | 22.1k $581.6k | Reduced -24.3k |
| Swiss National Bank 0.00% of their portfolio | 21.5k $566.0k | Reduced -1.5k |
| Lighthouse Investment Partners, LLC 0.02% of their portfolio | 19.5k $512.5k | New |
| Boston Partners 0.00% of their portfolio | 19.0k $498.7k | Reduced -2.4k |
| BAILARD, INC. 0.01% of their portfolio | 17.6k $461.4k | Unchanged |
| Invesco Ltd. 0.00% of their portfolio | 17.2k $451.9k | Added +148 |
| TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio | 16.9k $443.9k | New |
| Texas Yale Capital Corp. 0.01% of their portfolio | 16.8k $441.3k | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 14.9k $305.4k | Added +3.6k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 14.8k $390.1k | Reduced -32.8k |
| XTX Topco Ltd 0.00% of their portfolio | 14.6k $383.9k | Reduced -12.6k |
| BFSG, LLC 0.03% of their portfolio | 14.0k $368.0k | Reduced -6 |
| Rock Creek Group LLC 0.03% of their portfolio | 12.5k $328.4k | Added +8.3k |
| Susquehanna Portfolio Strategies, LLC 0.01% of their portfolio | 12.2k $320.6k | Added +319 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 11.1k $292.5k | Reduced -317 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 10.9k $287.6k | Added +660 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 9.6k $252.9k | Reduced -267 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 9.4k $246.4k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 8.8k $230.1k | New |
| Nuveen, LLC 0.00% of their portfolio | 8.5k $224.4k | Reduced -2.5k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 8.3k $218.4k | Unchanged |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 8.1k $213.0k | New |
| GSA CAPITAL PARTNERS LLP 0.01% of their portfolio | 7.8k $204.0k | New |
| Dynamic Technology Lab Private Ltd 0.05% of their portfolio | 7.7k $202.0k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 7.5k $196.6k | Added +4.3k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 6.7k $175.3k | Unchanged |
| State of Wyoming 0.02% of their portfolio | 6.4k $168.7k | New |
| Aquatic Capital Management LLC 0.01% of their portfolio | 6.0k $157.5k | Added +1.6k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 5.9k $154.3k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 5.7k $148.8k | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 5.2k $136.8k | Added +3.7k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 5.2k $135.5k | Added +4.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 4.8k $126.2k | Reduced -4.9k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 4.1k $108.4k | Reduced -28 |
| Knott David M Jr 0.06% of their portfolio | 4.0k $105.1k | Unchanged |
| State of Alaska, Department of Revenue 0.00% of their portfolio | 3.5k $90.0k | Unchanged |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 3.5k $90.8k | Added +1.8k |
| FMR LLC 0.00% of their portfolio | 2.9k $76.4k | Added +88 |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 2.8k $73.4k | Unchanged |
| Vanguard Investments Australia, Ltd. 0.00% of their portfolio | 2.6k $68.0k | Unchanged |
| KLP KAPITALFORVALTNING AS 0.00% of their portfolio | 2.5k $65.7k | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 1.9k $48.7k | Added +104 |
| BARCLAYS PLC 0.00% of their portfolio | 1.6k $41.7k | Reduced -1.4k |
| Arax Advisory Partners 0.00% of their portfolio | 840 $22.1k | New |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 819 $21.5k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 705 $18.5k | Reduced -126 |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 654 $17.2k | Added +458 |
| GAMMA Investing LLC 0.00% of their portfolio | 533 $14.0k | Added +195 |
| WealthCollab, LLC 0.00% of their portfolio | 415 $10.9k | Unchanged |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 313 $8.2k | New |
| HARBOR CAPITAL ADVISORS, INC. 0.00% of their portfolio | 288 $8.0k | Unchanged |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 262 $6.9k | New |
| SIGNATUREFD, LLC 0.00% of their portfolio | 250 $6.6k | Added +222 |
| Parallel Advisors, LLC 0.00% of their portfolio | 189 $5.0k | Unchanged |
| Sterling Capital Management LLC 0.00% of their portfolio | 180 $4.7k | Reduced -103 |