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Legacy Housing Corporation

LEGH Consumer Discretionary
$26.4 $-0.09 (-0.34%)
Market Cap: $627.83 M
Gurus Holding
4
Popularity Rank
#2574
% of Shares Held
2.20%
Net Activity (Q1 2026)
-$2.95 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 Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $13.84 M.

Top institutional holders include Chuck Royce and HOTCHKIS & WILEY.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $2.95 M net outflow during the quarter.

Recent activity highlights Cliff Asness who opened a new position. Conversely, Steven Cohen reduced exposure by 70.5%.

Key Holders

Top 5 by Value

$6.71 M
$925,765
$227,099

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$431,399
Total Buy Value
New Buys 1
Additions 1
-$3.38 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
2

FAQs for Legacy Housing Corporation (LEGH)

Major holders include Chuck Royce ($6.71 M), HOTCHKIS & WILEY ($2.85 M), Steven Cohen ($925,765). According to the latest reported data, 4 tracked investment managers collectively hold approximately 524,180 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $2.95 M, with 2 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited LEGH. The total reported sell value was $3.38 M.

Yes, 1 managers opened new positions in LEGH, and 1 increased their existing holdings. The total reported buy value was $431,399.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.07% Add 3.1% 328,300 $6.71 M Q1 2026
0.01% Reduce -7.2% 139,450 $2.85 M Q1 2026
0.00% Reduce -70.5% 45,314 $925,765 Q1 2026
0.00% New Buy 11,116 $227,099 Q1 2026
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