| 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 31 Dec 2025, 110 institutional investors reported holding 9,533,551 shares of Legacy Housing Corp - Common Stock, par value $0.001 per share (LEGH). This represents 39% 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 33% 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 |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 3.7% | 893,547 | +3.3% | 0% | $17,442,636 |
| Voss Capital, LP | 3.2% | 765,000 | -28% | 0.79% | $14,932,800 |
| ADVISORY RESEARCH INC | 3% | 730,944 | +11% | 1.8% | $14,268,027 |
| GW&K Investment Management, LLC | 2.9% | 701,364 | +6% | 0.12% | $13,691,000 |
| BlackRock, Inc. | 2.2% | 541,704 | -0.86% | 0% | $10,574,061 |
| VANGUARD GROUP INC | 2.2% | 535,062 | +13% | 0% | $10,444,410 |
| AMERIPRISE FINANCIAL INC | 1.8% | 430,209 | +0.91% | 0% | $8,397,680 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1.8% | 429,110 | 0% | 0.49% | $8,376,227 |
| ROYCE & ASSOCIATES LP | 1.3% | 318,300 | -3.6% | 0.06% | $6,213,216 |
| Rock Creek Group, LP | 1% | 250,000 | +621% | 0.41% | $3,540,000 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.94% | 227,258 | -0.72% | 0% | $4,436,842 |
| STATE STREET CORP | 0.83% | 201,218 | -7% | 0% | $3,927,775 |
| ROBOTTI ROBERT | 0.79% | 189,867 | -15% | 0.67% | $3,706,204 |
| BARD ASSOCIATES INC | 0.75% | 179,903 | -1.3% | 0.9% | $3,511,707 |
| YACKTMAN ASSET MANAGEMENT LP | 0.73% | 175,675 | +193% | 0.05% | $3,429,176 |
| Point72 Asset Management, L.P. | 0.64% | 153,772 | 0% | $3,001,629 | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.62% | 150,330 | +0.07% | 0.01% | $2,934,442 |
| AMERICAN CENTURY COMPANIES INC | 0.6% | 143,904 | +2.8% | 0% | $2,809,006 |
| GABELLI FUNDS LLC | 0.59% | 143,341 | +193% | 0.02% | $2,798,016 |
| Russell Investments Group, Ltd. | 0.58% | 140,528 | +33% | 0% | $2,743,118 |
| Meixler Investment Management, Ltd. | 0.56% | 135,560 | +32% | 1.6% | $2,646,131 |
| Philadelphia Financial Management of San Francisco, LLC | 0.56% | 134,227 | 0.54% | $2,620,111 | |
| Crown Wealth Group, LLC | 0.55% | 132,000 | -6% | 0.72% | $2,576,640 |
| CITADEL ADVISORS LLC | 0.5% | 120,240 | +434% | 0% | $2,347,085 |
| Cerity Partners LLC | 0.49% | 118,250 | -0.44% | 0% | $2,308,240 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 9,533,551 | $184,756,063 | +$10,195,386 | $19.52 | 110 |
| 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 |