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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
Q2 		$24.2M Sell
920,286
-5,033
-0.5% -$115K 2.41% 12
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 $552B AUM 44.19% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $496M AUM 39.04% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Advisory Research's LEGH Position: Q2 2026 in Review

Advisory Research reduced its Legacy Housing (LEGH) stake by 0.54% in Q2 2026, selling an estimated $115K and leaving 920,286 shares worth $24.2M. The position accounts for 2.41% of the portfolio, ranked #12.

Advisory Research first reported a position in LEGH in Q1 2024 and has held it in 10 quarters since. 122 funds tracked by Wall St. Rank hold LEGH as of Q2 2026.

  • Advisory Research held 920,286 shares of Legacy Housing worth $24.2M as of Q2 2026.
  • Advisory Research sold 5,033 Legacy Housing shares in Q2 2026, an estimated $115K.
  • Legacy Housing made up 2.41% of Advisory Research's portfolio in Q2 2026, its #12 holding.
  • Advisory Research first reported a position in Legacy Housing in Q1 2024 and has held it in 10 quarters since.
  • 122 funds tracked by Wall St. Rank held Legacy Housing as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.