Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Legacy Housing Corp (LEGH)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
1Q ▲
Buyers last Q
62%

Smart Money Signals — LEGH

Based on 121 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added LEGH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
121 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.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 62% buying

69 buying42 selling
Last quarter: 69 funds were net buyers (22 opened a brand new position + 47 added to an existing one). Only 42 were sellers (31 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~22 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 15 → 18 → 22. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 26% medium ■ 25% new
60 out of 121 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.
💰

Value +30% but shares only +1% — price-driven

Value
+30%
Shares
+1%
Last quarter: the total dollar value of institutional holdings rose +30%, but actual share count only changed +1%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

16 → 13 → 15 → 18 → 22 new funds/Q
New funds entering each quarter: 13 → 15 → 18 → 22. A growing number of institutions are discovering LEGH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 50% veterans vs 29% newcomers

■ 50% veterans ■ 21% 1-2yr ■ 29% new
Entry-cohort mix of 121 holders: 60 (50%) are 2+ year veterans, 26 entered 1–2 years ago, and 35 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
37 of 121 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in LEGH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Institutional Sentiment Summary — LEGH

In 2026 Q2, 69 hedge funds were net buyers of LEGH (22 opened a new position, 47 added to an existing one), while 42 reduced or exited (31 trimmed, 11 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. 40% of total institutional value in LEGH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 121.

Hedge Fund Ownership: LEGH

How many hedge funds hold LEGH — quarterly history vs. share price
Quarterly hedge fund ownership of LEGH vs. share price

Market Analysis: LEGH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LEGH

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 1 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: LEGH
121 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 121 110 10.0%
13F Shares 10M 10M 1.16%
Total Value $243M $187M 30.05%
New Positions 22 18 +4
Increased Positions 47 34 +13
Closed Positions 11 19 -8
Reduced Positions 31 37 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LEGH

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Financial Highlights

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Institutional Holders (2026 Q2)

121 + 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:
Top 25 LEGH holders by conviction (% of portfolio weight) — 2026 Q2 · 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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added LEGH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LEGH?

More buyers than sellers — 62% buying: Last quarter: 69 funds were net buyers (22 opened a brand new position + 47 added to an existing one). Only 42 were sellers (31 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for LEGH holders?

Elite ownership — 40% AUM from top-100 funds: 37 of 121 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in LEGH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held LEGH?

50% of holders stayed for 2+ years: 60 out of 121 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.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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