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Dmitry Balyasny’s LGI Homes LGIH Stock Holding History

Dmitry Balyasny’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 		$4.88M Buy
+76,590
New +$3.66M 0.01% 1380
2026
Q1 		– Sell
-23,887
Closed -$1.03M – 3233
2025
Q4 		$1.03M Buy
+23,887
New +$1.12M ﹤0.01% 2185
2024
Q3 		– Sell
-55,996
Closed -$5.01M – 2972
2024
Q2 		$5.01M Buy
55,996
+1,888
+3% +$182K 0.01% 1170
2024
Q1 		$6.3M Buy
54,108
+18,397
+52% +$2.17M 0.01% 1128
2023
Q4 		$4.76M Buy
+35,711
New +$3.96M 0.01% 1133
2019
Q3 		– Sell
-366,770
Closed -$26.2M – 1393
2019
Q2 		$26.2M Buy
366,770
+199,664
+119% +$13.8M 0.17% 173
2019
Q1 		$10.1M Buy
+167,106
New +$9.68M 0.07% 384
2018
Q3 		– Sell
-7,153
Closed -$413K – 1874
2018
Q2 		$413K Buy
+7,153
New +$461K ﹤0.01% 1405

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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
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

Dmitry Balyasny's LGIH Position: Q2 2026 in Review

Dmitry Balyasny opened a new position in LGI Homes (LGIH) in Q2 2026: 76,590 shares worth $4.88M. The stake represents 0.01% of the portfolio and ranks #1380 among its holdings. This is a return to the name: Dmitry Balyasny previously reported a position in LGIH as recently as Q4 2025.

Dmitry Balyasny first reported a position in LGIH in Q2 2018 and has held it in 8 quarters since. The position peaked at $26.2M in Q2 2019. 251 funds tracked by Wall St. Rank hold LGIH as of Q2 2026.

  • Dmitry Balyasny held 76,590 shares of LGI Homes worth $4.88M as of Q2 2026.
  • LGI Homes was a new Dmitry Balyasny position in Q2 2026.
  • LGI Homes made up 0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #1380 holding.
  • Dmitry Balyasny first reported a position in LGI Homes in Q2 2018 and has held it in 8 quarters since.
  • Dmitry Balyasny's LGI Homes position peaked at $26.2M in Q2 2019.
  • 251 funds tracked by Wall St. Rank held LGI Homes as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.