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Evergreen Capital Management’s LGI Homes LGIH Stock Holding History

Evergreen Capital Management’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 		$233K Buy
+3,652
New +$175K ﹤0.01% 1375
2024
Q4 		– Sell
-1,983
Closed -$235K – 1098
2024
Q3 		$235K Buy
+1,983
New +$209K 0.01% 846

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

Evergreen Capital Management's LGIH Position: Q2 2026 in Review

Evergreen Capital Management opened a new position in LGI Homes (LGIH) in Q2 2026: 3,652 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #1375 among its holdings. This is a return to the name: Evergreen Capital Management previously reported a position in LGIH as recently as Q3 2024.

Evergreen Capital Management first reported a position in LGIH in Q3 2024 and has held it in 2 quarters since. The position peaked at $235K in Q3 2024. 253 funds tracked by Wall St. Rank hold LGIH as of Q2 2026.

  • Evergreen Capital Management held 3,652 shares of LGI Homes worth $233K as of Q2 2026.
  • LGI Homes was a new Evergreen Capital Management position in Q2 2026.
  • LGI Homes made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1375 holding.
  • Evergreen Capital Management first reported a position in LGI Homes in Q3 2024 and has held it in 2 quarters since.
  • Evergreen Capital Management's LGI Homes position peaked at $235K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held LGI Homes as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.