| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Hodgson Curtis Drew | 17% | $103,885,334 | 4,173,778 | Curtis D. Hodgson | 31 Dec 2024 | |||
| Shipley Kenneth E | 12% | $74,510,953 | 2,993,610 | Kenneth E. Shipley | 31 Dec 2024 | |||
| Shipley Douglas M | 12% | $71,831,992 | 2,885,978 | Douglas M. Shipley | 31 Dec 2024 | |||
| Shipley William G | 12% | $71,333,570 | 2,865,953 | William G. Shipley | 31 Dec 2024 | |||
| American Endowment Foundation | 9% | $53,787,290 | 2,161,000 | American Endowment Foundation | 31 Dec 2024 |
As of 30 Sep 2025, 115 institutional investors reported holding 8,978,044 shares of Legacy Housing Corp - Common Stock, par value $0.001 per share (LEGH). This represents 37% of the company’s total 24,145,251 outstanding shares.
The largest institutional shareholders of Legacy Housing Corp - Common Stock, par value $0.001 per share (LEGH) together control 32% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Voss Capital, LP | 4.4% | 1,067,249 | +1.6% | 1.7% | $29,360,020 |
| DIMENSIONAL FUND ADVISORS LP | 3.6% | 864,834 | +2.4% | 0.01% | $23,791,265 |
| GW&K Investment Management, LLC | 2.7% | 661,518 | -2.6% | 0.16% | $18,198,000 |
| ADVISORY RESEARCH INC | 2.7% | 658,371 | -0.02% | 2.4% | $18,111,786 |
| BlackRock, Inc. | 2.3% | 546,389 | -2.3% | 0% | $15,031,163 |
| VANGUARD GROUP INC | 2% | 471,581 | -3.9% | 0% | $12,973,193 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1.8% | 429,110 | +2.3% | 0.68% | $11,804,816 |
| AMERIPRISE FINANCIAL INC | 1.8% | 426,324 | -6.3% | 0% | $11,728,173 |
| ROYCE & ASSOCIATES LP | 1.4% | 330,166 | 0% | 0.09% | $9,082,867 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.95% | 228,902 | -6.4% | 0% | $6,298,232 |
| ROBOTTI ROBERT | 0.92% | 222,167 | -0.31% | 1.1% | $6,111,814 |
| STATE STREET CORP | 0.9% | 216,374 | -8% | 0% | $5,952,449 |
| BARD ASSOCIATES INC | 0.75% | 182,236 | -2.2% | 1.3% | $5,013,313 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.62% | 150,220 | -44% | 0.01% | $4,132,552 |
| Crown Wealth Group, LLC | 0.58% | 140,500 | 1.2% | $3,865,155 | |
| AMERICAN CENTURY COMPANIES INC | 0.58% | 140,023 | +40% | 0% | $3,852,033 |
| Boston Partners | 0.56% | 134,731 | +4.5% | 0% | $3,706,450 |
| Villanova Investment Management Co LLC | 0.52% | 126,671 | +36% | 2.4% | $3,484,720 |
| Cerity Partners LLC | 0.49% | 118,769 | +1.1% | 0.01% | $3,267,335 |
| Russell Investments Group, Ltd. | 0.44% | 105,783 | +24% | 0% | $2,910,106 |
| Meixler Investment Management, Ltd. | 0.42% | 102,398 | -5.7% | 1.7% | $2,816,969 |
| BFSG, LLC | 0.38% | 92,455 | +2.8% | 0.25% | $2,543,438 |
| NORTHERN TRUST CORP | 0.34% | 82,425 | -0.76% | 0% | $2,267,512 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.32% | 76,089 | -9.3% | 0% | $2,093,208 |
| Brandywine Global Investment Management, LLC | 0.3% | 73,260 | -3.6% | 0.01% | $2,015,383 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 13,602 | $265,512 | -$649,584 | $19.52 | 4 |
| 2025 Q3 | 8,978,044 | $246,866,901 | -$4,789,151 | $27.51 | 115 |
| 2025 Q2 | 9,173,131 | $207,865,624 | -$23,458 | $22.66 | 115 |
| 2025 Q1 | 9,037,465 | $227,922,299 | +$9,909,624 | $25.22 | 111 |
| 2024 Q4 | 8,778,462 | $216,933,797 | +$1,464,073 | $24.68 | 105 |
| 2024 Q3 | 8,683,919 | $237,472,571 | +$6,203,383 | $27.35 | 106 |
| 2024 Q2 | 8,292,616 | $190,232,490 | -$4,206,815 | $22.94 | 99 |
| 2024 Q1 | 8,471,176 | $182,556,538 | +$14,184,211 | $21.52 | 80 |
| 2023 Q4 | 7,790,489 | $196,475,365 | +$10,484,807 | $25.22 | 79 |
| 2023 Q3 | 7,287,811 | $141,455,911 | +$12,940,448 | $19.41 | 75 |
| 2023 Q2 | 6,618,318 | $153,477,645 | +$10,397,465 | $23.19 | 77 |
| 2023 Q1 | 6,142,034 | $139,750,332 | +$14,150,535 | $22.76 | 73 |
| 2022 Q4 | 5,564,834 | $105,507,467 | +$6,321,227 | $18.96 | 69 |
| 2022 Q3 | 5,263,565 | $90,261,738 | +$1,095,198 | $17.15 | 75 |
| 2022 Q2 | 5,205,212 | $67,927,274 | +$720,432 | $13.05 | 64 |
| 2022 Q1 | 5,036,725 | $107,888,649 | -$365,601 | $21.46 | 64 |
| 2021 Q4 | 5,041,485 | $133,425,937 | +$2,209,800 | $26.47 | 64 |
| 2021 Q3 | 4,940,207 | $88,770,455 | +$5,424,086 | $17.97 | 53 |
| 2021 Q2 | 4,642,069 | $78,493,769 | +$1,253,243 | $16.91 | 54 |
| 2021 Q1 | 4,567,962 | $80,991,499 | +$3,055,798 | $17.73 | 53 |
| 2020 Q4 | 4,422,354 | $66,823,114 | +$519,250 | $15.11 | 51 |
| 2020 Q3 | 4,400,086 | $60,195,653 | +$4,067,888 | $13.68 | 52 |
| 2020 Q2 | 4,100,071 | $58,297,494 | +$2,854,550 | $14.22 | 50 |
| 2020 Q1 | 3,967,182 | $36,695,520 | -$4,364,609 | $9.25 | 47 |
| 2019 Q4 | 4,296,114 | $71,485,352 | -$2,652,484 | $16.64 | 49 |
| 2019 Q3 | 4,248,039 | $68,814,134 | +$2,396,108 | $16.20 | 49 |
| 2019 Q2 | 4,223,070 | $52,570,317 | +$3,156,803 | $12.45 | 48 |
| 2019 Q1 | 4,035,621 | $48,092,309 | +$5,747,868 | $11.90 | 46 |
| 2018 Q4 | 3,549,995 | $42,373,516 | +$42,373,516 | $11.93 | 25 |