🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Legacy Housing Corporation

LEGH Consumer Discretionary
$21.36 +$0.43 (2.05%)
Market Cap: $508.63 M
Gurus Holding
4
Popularity Rank
#2372
% of Shares Held
2.82%
Net Activity (Q4 2025)
+$2.08 M

Guru Ownership Trend

Guru Analysis for Legacy Housing Corporation (LEGH)

Legacy Housing Corporation (LEGH), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q4 2025, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $14.32 M.

Top institutional holders include Chuck Royce and Steven Cohen.

Institutional sentiment is currently Bullish. This is evidenced by a $2.08 M net inflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who increased their stake by 140.5%. Conversely, Chuck Royce reduced exposure by 3.6%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$3.55 M
Total Buy Value
New Buys 1
Additions 2
-$1.47 M
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
2
Net Buyers
3

FAQs for Legacy Housing Corporation (LEGH)

Major holders include Chuck Royce ($6.21 M), Steven Cohen ($3 M), HOTCHKIS & WILEY ($2.93 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 670,502 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $2.08 M, with 3 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited LEGH. The total reported sell value was $1.47 M.

Yes, 1 managers opened new positions in LEGH, and 2 increased their existing holdings. The total reported buy value was $3.55 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.06% Reduce -3.6% 318,300 $6.21 M Q4 2025
0.00% New Buy 153,772 $3 M Q4 2025
0.01% Add 0.1% 150,330 $2.93 M Q4 2025
0.00% Add 140.5% 48,100 $938,912 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form