Legacy Housing Corp (LEGH) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Legacy Housing Corp (LEGH) following the 2026 Q2 hedge fund 13F filings?

As of today, LEGH has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), LEGH gained +11.6% vs +0.8% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Legacy Housing Corp (LEGH)

109 + Investors. Track Smart Money conviction in LEGH. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — LEGH

Based on 110 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds reduced or closed their LEGH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (95% of max)

95% of all-time peak

110 hedge funds hold LEGH right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding LEGH is almost the same as a year ago (-3 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.

🟠

More sellers than buyers — 48% buying

52 buying56 selling

Last quarter: 56 funds reduced or exited vs 52 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 16 → 13 → 15 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 25% medium ■ 25% new

56 out of 110 hedge funds have held LEGH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

19 → 16 → 13 → 15 → 18 new funds/Q

New funds entering each quarter: 16 → 13 → 15 → 18. A growing number of institutions are discovering LEGH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 51% veterans vs 29% newcomers

■ 51% veterans ■ 20% 1-2yr ■ 29% new

Entry-cohort mix of 110 holders: 56 (51%) are 2+ year veterans, 22 entered 1–2 years ago, and 32 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds

34 of 110 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	109	110	-0.91%
13F Shares	10M	10M	-0.11%
Total Value	$187M	$186M	0.31%
New Positions	17	14	+3
Increased Positions	34	43	-9
Closed Positions	18	20	-2
Reduced Positions	37	34	+3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

109

110

-0.91%

13F Shares

10M

-0.11%

Total Value

$187M

$186M

0.31%

New Positions

Increased Positions

-9

Closed Positions

-2

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

109 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LEGH. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 LEGH holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Villanova Investment Management Co LLC	2.56%	102,833	$2.7M
2	Advisory Research Inc	2.41%	920,286	$24.2M
3	Philadelphia Financial Management of San Francisco, LLC	2.41%	454,425	$11.9M
4	Bard Associates Inc	1.05%	179,679	$4.7M
5	Bastion Asset Management Inc.	0.98%	116,246	$2.9M
6	Voss Capital, LP	0.73%	597,117	$15.7M
7	Crown Wealth Group, LLC	0.72%	108,000	$2.8M
8	Meixler Investment Management, Ltd.	0.60%	41,115	$1.1M
9	Punch & Associates Investment Management, INC.	0.56%	427,665	$11.2M
10	Teton Advisors, LLC	0.46%	30,000	$788K
11	Yacktman Asset Management LP	0.24%	754,009	$19.8M
12	Redmond Asset Management, LLC	0.23%	35,755	$939K
13	Robotti Robert	0.14%	32,779	$861K
14	North Star Investment Management Corp.	0.14%	95,000	$2.5M
15	Aviance Capital Partners, LLC	0.13%	48,495	$1.3M
16	Premier Path Wealth Partners, LLC	0.12%	40,993	$1.1M
17	Royce & Associates LP	0.07%	338,012	$8.9M
18	Knott David M Jr	0.06%	4,000	$105K
19	Dynamic Technology Lab Private Ltd	0.05%	7,674	$202K
20	Rock Creek Group LLC	0.03%	12,500	$328K
21	Bfsg, LLC	0.03%	14,009	$368K
22	Gabelli Funds LLC	0.03%	185,640	$4.9M
23	State of Wyoming	0.02%	6,421	$169K
24	J. Goldman & Co LP	0.02%	22,139	$582K
25	Lighthouse Investment Partners, LLC	0.01%	19,508	$512K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Legacy Housing Corp (LEGH)

What does the Smart Money Trend signal show for LEGH?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their LEGH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for LEGH?

More sellers than buyers — 48% buying: Last quarter: 56 funds reduced or exited vs 52 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for LEGH holders?

Strong quality — 38% AUM from major funds: 34 of 110 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held LEGH?

51% of holders stayed for 2+ years: 56 out of 110 hedge funds have held LEGH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Legacy Housing Corp (LEGH) following the 2026 Q2 hedge fund 13F filings?

As of today, LEGH has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), LEGH has gained +11.6% vs +0.8% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Legacy Housing Corp (LEGH)

Smart Money Signals — LEGH

Selling streak — 2 quarters in a row

At the ownership peak (95% of max)

Stable — ownership unchanged year-over-year

More sellers than buyers — 48% buying

Steady new buyers — ~18 new funds per quarter

51% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 51% veterans vs 29% newcomers

Strong quality — 38% AUM from major funds

Institutional Sentiment Summary — LEGH

Hedge Fund Ownership: LEGH

Market Analysis: LEGH

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: LEGH

Is It Too Late to Buy Legacy Housing Corp (LEGH) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: LEGH

Statistics: LEGH

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Legacy Housing Corp (LEGH)

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