Legacy Housing Corporation

LEGH • NASDAQ

Legacy Housing Corporation is a residential construction company in the consumer cyclical sector on NASDAQ, led by Kenneth E. Shipley, with a market cap of $494.6M. As of Q3 2025, 37% of shares are held by 116 institutional investors, with Voss Capital LLC as the largest holder at 4.47%.

Chief Executive Officer and PresidentKenneth E. Shipley

Market Cap$494.6M

Residential Construction

Consumer Cyclical

Employees572.0

Websitelegacyhousingcorp.com

Country

United States of America

Overview

Overview of institutional ownership in LEGH as of Q3 2025 with a market cap of $656.6M

All Institutions

Institutions: 116
Value Held: $245.9M
Shares Held: 8.9M
Avg Position: $2.1M
Median Position: $359.5K

Hedge Funds

Hedge Funds: 14
Value Held: $11.9M
Shares Held: 432.6K
Avg Position: $850.1K
Median Position: $522.7K

Ownership Breakdown

Institutional (non-HF)

35.63%

$234.0M

Hedge Funds

1.81%

$11.9M

Retail & Other

62.55%

$410.7M

Based on market cap of $656.6M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in LEGH as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
V Voss Capital LLC Institution	-	$29.4M 1.67% of portfolio	4.47% 1.1M shares	Q4 2019 Held for 5y 11m	$1.8B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$23.8M 0.01% of portfolio	3.62% 864.8K shares	Q1 2021 Held for 4y 8m	$466.32B
GANNETT WELSH & KOTLER Long Only Manager	Thomas F X Powers CEO	$18.2M 0.16% of portfolio	2.77% 661.5K shares	Q2 2019 Held for 6y 5m	$11.2B
ADVISORY RESEARCH INC Long Only Manager	Matthew Kent Swaim CEO	$18.1M 2.38% of portfolio	2.76% 658.4K shares	Q1 2024 Held for 1y 8m	$761.4M
B BlackRock, Inc. Institution	-	$15.0M 0.00% of portfolio	2.29% 546.4K shares	Q1 2019 Held for 6y 8m	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$13.0M 0.00% of portfolio	1.98% 471.6K shares	Q1 2019 Held for 6y 8m	$6.69T
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Long Only Manager	Andrew John Matysik CEO	$11.8M 0.69% of portfolio	1.80% 429.1K shares	Q4 2021 Held for 3y 11m	$1.7B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$11.7M 0.00% of portfolio	1.79% 426.3K shares	Q4 2018 Held for 6y 11m	$433.11B
R ROYCE & ASSOCIATES LLC Institution	-	$9.1M 0.09% of portfolio	1.38% 330.2K shares	Q3 2019 Held for 6y 2m	$10.0B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$6.3M 0.00% of portfolio	0.96% 228.9K shares	Q1 2019 Held for 6y 8m	$1.57T

Net Capital Flow

Institutional buying and selling activity for LEGH in Q3 2025

Traded: −$4.4M
Buyers: 38
Sellers: 59
Total Bought: +$12.1M
Total Sold: −$16.5M
Avg Position: $2.0M

Biggest Buyers

Institution	Net Bought	Current Position
Crown Wealth Group, LLC RIA/Wealth	+$3.9M +140.5K shares	$3.9M 140.5K shares
A AMERICAN CENTURY COMPANIES INC Institution	+$1.1M +39.8K shares	$3.9M 140.0K shares
Villanova Investment Management Co LLC Hedge Fund•Value	+$925.5K +33.6K shares	$3.5M 126.7K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	+$821.3K +29.9K shares	$1.2M 45.0K shares
A Assenagon Asset Management S.A. Institution	+$698.5K +25.4K shares	$698.5K 25.4K shares
R Russell Investments Group, Ltd. RIA/Wealth	+$564.5K +20.5K shares	$2.9M 105.8K shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	+$559.8K +20.4K shares	$23.8M 864.8K shares
GSA CAPITAL PARTNERS LLP Hedge Fund•Quant	+$484.2K +17.6K shares	$484.2K 17.6K shares
V Voss Capital LLC Institution	+$474.5K +17.2K shares	$29.4M 1.1M shares
Marshall Wace LLP Institution	+$380.3K +13.8K shares	$380.3K 13.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	−$3.3M −120.3K shares	$4.1M 150.2K shares
R ROYAL BANK OF CANADA Institution	−$1.9M −69.7K shares	$1.3M 45.5K shares
S SHELL ASSET MANAGEMENT CO Institution	−$1.6M −71.7K shares	Sold Off 0 shares
AMERIPRISE FINANCIAL INC Institution	−$784.0K −28.5K shares	$11.7M 426.3K shares
VANGUARD GROUP INC Institution	−$523.9K −19.0K shares	$13.0M 471.6K shares
STATE STREET CORP Institution	−$515.6K −18.7K shares	$6.0M 216.4K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$507.9K −18.5K shares	$619.8K 22.5K shares
GANNETT WELSH & KOTLER Long Only Manager	−$484.1K −17.6K shares	$18.2M 661.5K shares
UBS Group AG Institution	−$461.2K −16.8K shares	$1.4M 51.4K shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	−$433.0K −15.7K shares	$6.3M 228.9K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited LEGH in Q3 2025

New Positions: 5
New Value: $4.0M
Exited Positions: 10
Exited Value: $3.7M

New Positions

Institution	Position Value
Crown Wealth Group, LLC RIA/Wealth	$3.9M 140.5K shares
S State of Alaska, Department of Revenue Institution	$34.1K 1.2K shares
Q Quarry LP Institution	$26.3K 956.0 shares
E EASTERN BANK Institution	$22.0K 800.0 shares
O Optiver Holding B.V. Institution	$3.4K 124.0 shares

Exited Positions

Institution	Previous Position
S SHELL ASSET MANAGEMENT CO Institution	$1.6M 71.7K shares
X XTX Topco Ltd Institution	$401.0K 17.7K shares
S Squarepoint Ops LLC Hedge Fund•Quant	$367.9K 16.2K shares
B Brevan Howard Capital Management LP Institution	$296.4K 13.1K shares
Verition Fund Management LLC Hedge Fund•Multi-Strategy	$288.4K 12.7K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$276.5K 12.2K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	$249.7K 11.0K shares
S SEI INVESTMENTS CO Institution	$221.9K 9.8K shares
Federation des caisses Desjardins du Quebec Fund of Funds	$1.1K 50.0 shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	$385.0 17.0 shares

Options Activity

Institutions with the largest Call and Put options positions in LEGH as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with LEGH as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Villanova Investment Management Co LLC Hedge Fund•Value	Edward Anthony Trumpbour Founder	2.41% $3.5M	0.53% 126.7K shares	Q2 2024 Held for 1y 5m	$144.3M
ADVISORY RESEARCH INC Long Only Manager	Matthew Kent Swaim CEO	2.38% $18.1M	2.76% 658.4K shares	Q1 2024 Held for 1y 8m	$761.4M
M Meixler Investment Management, Ltd. RIA/Wealth	Michael Charles Meixler CCO	1.73% $2.8M	0.43% 102.4K shares	Q4 2021 Held for 3y 11m	$163.0M
V Voss Capital LLC Institution	-	1.67% $29.4M	4.47% 1.1M shares	Q4 2019 Held for 5y 11m	$1.8B
BARD ASSOCIATES INC RIA/Wealth	Timothy Bard Johnson Founder	1.33% $5.0M	0.76% 182.2K shares	Q4 2018 Held for 6y 11m	$376.6M
Crown Wealth Group, LLC RIA/Wealth	Nicholas Martin Kolbenschlag CEO	1.26% $3.9M	0.59% 140.5K shares	Q3 2025 Held for 2 months	$305.7M
R ROBOTTI ROBERT Institution	-	1.04% $6.1M	0.93% 222.2K shares	Q2 2019 Held for 6y 5m	$585.9M
A ABS Direct Equity Fund LLC Institution	-	0.98% $687.8K	0.10% 25.0K shares	Q4 2023 Held for 1y 11m	$69.9M
PERRITT CAPITAL MANAGEMENT INC Long Only Manager	Mark J Buh President	0.95% $2.0M	0.30% 72.7K shares	Q4 2018 Held for 6y 11m	$211.0M
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Long Only Manager	Andrew John Matysik CEO	0.69% $11.8M	1.80% 429.1K shares	Q4 2021 Held for 3y 11m	$1.7B

Hedge Fund Spotlight

Discover hedge funds investing in LEGH

TWO SIGMA INVESTMENTS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerScott David Hoffman

Portfolio Value: $62.0B
Positions: 3,252
Last Reported: Q3 2025

Sector Allocation

Position in Legacy Housing Corporation

Market Value: $1.2M
Shares Held: 44.7K
Portfolio Weight: 0.00%
Owned Since: 2021-Q4

Top Holding	Sector	Market Value	Weight
1 SPDR S&P 500 ETF Trust SPY	ETF ETF	$680.4M	1.10%
2 Financial Select Sector SPDR Fund XLF	ETF ETF	$582.6M	0.94%
3 Consumer Staples Select Sector SPDR Fund XLP	ETF ETF	$489.6M	0.79%