DGI
LGIH icon

Disciplined Growth Investors’s LGI Homes LGIH Stock Holding History

Disciplined Growth Investors’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
2026
Q2 		$51.9M Buy
815,069
+93,468
+13% +$4.47M 0.88% 32
2026
Q1 		$28.5M Buy
721,601
+10,387
+1% +$506K 0.58% 38
2025
Q4 		$30.6M Sell
711,214
-75,808
-10% -$3.55M 0.58% 40
2025
Q3 		$40.7M Sell
787,022
-73,435
-9% -$4.28M 0.74% 35
2025
Q2 		$44.3M Sell
860,457
-73,550
-8% -$4.02M 0.85% 32
2025
Q1 		$62.1M Buy
934,007
+3,745
+0.4% +$303K 1.28% 28
2024
Q4 		$83.2M Sell
930,262
-9,242
-1% -$970K 1.58% 26
2024
Q3 		$111M Buy
939,504
+33,306
+4% +$3.51M 2.11% 21
2024
Q2 		$81.1M Buy
906,198
+15,340
+2% +$1.48M 1.53% 24
2024
Q1 		$104M Buy
890,858
+342,393
+62% +$40.4M 1.89% 20
2023
Q4 		$73M Buy
548,465
+41,858
+8% +$4.65M 1.59% 24
2023
Q3 		$50.4M Sell
506,607
-847
-0.2% -$105K 1.2% 26
2023
Q2 		$68.5M Sell
507,454
-15,691
-3% -$1.88M 1.54% 23
2023
Q1 		$59.7M Sell
523,145
-44,200
-8% -$4.8M 1.53% 25
2022
Q4 		$52.5M Sell
567,345
-3,530
-0.6% -$323K 1.35% 27
2022
Q3 		$46.5M Buy
570,875
+203
+0% +$19.9K 1.29% 26
2022
Q2 		$49.6M Buy
570,672
+100,627
+21% +$9.33M 1.33% 29
2022
Q1 		$45.9M Buy
470,045
+14,984
+3% +$1.85M 1% 37
2021
Q4 		$70.3M Buy
455,061
+177,924
+64% +$26M 1.42% 30
2021
Q3 		$39.3M Buy
277,137
+170
+0.1% +$26.8K 0.78% 41
2021
Q2 		$44.9M Buy
276,967
+246,317
+804% +$40.8M 0.86% 42
2021
Q1 		$4.58M Buy
+30,650
New +$3.68M 0.09% 67

Other funds holding LGIH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AF
Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Disciplined Growth Investors's LGIH Position: Q2 2026 in Review

Disciplined Growth Investors increased its LGI Homes (LGIH) stake by 13% in Q2 2026, buying an estimated $4.47M and bringing the position to 815,069 shares worth $51.9M. The position accounts for 0.88% of the portfolio, ranked #32.

Disciplined Growth Investors first reported a position in LGIH in Q1 2021 and has held it in 22 quarters since. The position peaked at $111M in Q3 2024. 252 funds tracked by Wall St. Rank hold LGIH as of Q2 2026.

  • Disciplined Growth Investors held 815,069 shares of LGI Homes worth $51.9M as of Q2 2026.
  • Disciplined Growth Investors bought 93,468 LGI Homes shares in Q2 2026, an estimated $4.47M.
  • LGI Homes made up 0.88% of Disciplined Growth Investors's portfolio in Q2 2026, its #32 holding.
  • Disciplined Growth Investors first reported a position in LGI Homes in Q1 2021 and has held it in 22 quarters since.
  • Disciplined Growth Investors's LGI Homes position peaked at $111M in Q3 2024.
  • 252 funds tracked by Wall St. Rank held LGI Homes as of Q2 2026.

Based on Disciplined Growth Investors's 13F filing for Q2 2026, filed 14 Aug 2026.