AWH Capital’s Legacy Housing LEGH Stock Holding History

AWH Capital’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
2025 Q4	–	Sell	-7,612	Closed	-$209K	–	21
2025 Q3	$209K	Hold	7,612	–	–	0.22%	22
2025 Q2	$172K	Buy	+7,612	New	+$178K	0.2%	22
2025 Q1	–	Sell	-120,612	Closed	-$2.98M	–	23
2024 Q4	$2.98M	Sell	120,612 -128,738	-52%	-$3.33M	3.54%	13
2024 Q3	$6.82M	Sell	249,350 -10,150	-4%	-$266K	6.09%	4
2024 Q2	$5.95M	Buy	259,500 +9,500	+4%	+$209K	6.14%	7
2024 Q1	$5.38M	Buy	250,000 +50,849	+26%	+$1.22M	4.96%	8
2023 Q4	$5.02M	Sell	199,151 -25,849	-11%	-$547K	5.04%	7
2023 Q3	$4.37M	Buy	225,000 +93,630	+71%	+$2.06M	3.89%	15
2023 Q2	$3.05M	Buy	131,370 +34,808	+36%	+$754K	2.68%	17
2023 Q1	$2.2M	Buy	96,562 +20,000	+26%	+$405K	2.24%	17
2022 Q4	$1.45M	Buy	+76,562	New	+$1.35M	1.81%	17
2020 Q4	–	Sell	-31,296	Closed	-$428K	–	40
2020 Q3	$428K	Buy	+31,296	New	+$445K	0.6%	33

Other funds holding LEGH

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return