BPIH
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Broad Peak Investment Holdings’s LGI Homes LGIH Stock Holding History

Broad Peak Investment Holdings’s Portfolio LGIH Stock Details LGIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$465K Sell
4,000
-2,700
-40% -$319K 0.09% 20
2023
Q4 		$892K Sell
6,700
-4,600
-41% -$511K 0.14% 19
2023
Q3 		$1.12M Hold
11,300
– – 0.14% 20
2023
Q2 		$1.52M Buy
+11,300
New +$1.36M 0.21% 19

Other funds holding LGIH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
AM
Ampfield Management New York $100M AUM 19.77% 1-Year Est. Return

Broad Peak Investment Holdings's LGIH Position: Q1 2024 in Review

Broad Peak Investment Holdings reduced its LGI Homes (LGIH) stake by 40% in Q1 2024, selling an estimated $319K and leaving 4,000 shares worth $465K. The position accounts for 0.09% of the portfolio, ranked #20.

Broad Peak Investment Holdings first reported a position in LGIH in Q2 2023 and has held it in 4 quarters since. The position peaked at $1.52M in Q2 2023. 248 funds tracked by Wall St. Rank hold LGIH as of Q1 2024.

  • Broad Peak Investment Holdings held 4,000 shares of LGI Homes worth $465K as of Q1 2024.
  • Broad Peak Investment Holdings sold 2,700 LGI Homes shares in Q1 2024, an estimated $319K.
  • LGI Homes made up 0.09% of Broad Peak Investment Holdings's portfolio in Q1 2024, its #20 holding.
  • Broad Peak Investment Holdings first reported a position in LGI Homes in Q2 2023 and has held it in 4 quarters since.
  • Broad Peak Investment Holdings's LGI Homes position peaked at $1.52M in Q2 2023.
  • 248 funds tracked by Wall St. Rank held LGI Homes as of Q1 2024.

Based on Broad Peak Investment Holdings's 13F filing for Q1 2024, filed 1 May 2024.