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Advisory Research’s Legacy Housing LEGH Stock Holding History

Advisory Research’s Portfolio LEGH Stock Details LEGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.9M Buy
925,319
+194,375
+27% +$4.05M 2.32% 15
2025
Q4 		$14.3M Buy
730,944
+72,573
+11% +$1.55M 1.79% 21
2025
Q3 		$18.1M Sell
658,371
-136
-0% -$3.47K 2.38% 14
2025
Q2 		$14.9M Buy
658,507
+21,455
+3% +$502K 2.29% 13
2025
Q1 		$16.1M Buy
637,052
+164,117
+35% +$4.17M 2.83% 7
2024
Q4 		$11.7M Buy
472,935
+120,000
+34% +$3.1M 1.94% 17
2024
Q3 		$9.65M Sell
352,935
-1,805
-0.5% -$47.4K 1.71% 21
2024
Q2 		$8.14M Buy
354,740
+16,385
+5% +$361K 1.53% 23
2024
Q1 		$7.28M Buy
+338,355
New +$8.12M 1.45% 25

Other funds holding LEGH

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return