KCM
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Khrom Capital Management’s LGI Homes LGIH Stock Holding History

Khrom 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
Q1 		– Sell
-342,448
Closed -$14.7M – 16
2025
Q4 		$14.7M Sell
342,448
-132,079
-28% -$6.19M 1.53% 14
2025
Q3 		$24.5M Sell
474,527
-197,980
-29% -$11.5M 2.55% 12
2025
Q2 		$34.6M Sell
672,507
-10,201
-1% -$558K 3.86% 10
2025
Q1 		$45.4M Sell
682,708
-413,093
-38% -$33.4M 6.06% 9
2024
Q4 		$98M Buy
1,095,801
+177,698
+19% +$18.7M 11.09% 2
2024
Q3 		$109M Buy
918,103
+678,106
+283% +$71.5M 13.82% 1
2024
Q2 		$21.5M Buy
+239,997
New +$23.2M 4.06% 10

Other funds holding LGIH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Khrom Capital Management's LGIH Position: Q1 2026 in Review

Khrom Capital Management sold out of LGI Homes (LGIH) in Q1 2026, closing a stake of 342,448 shares — an estimated $14.7M sold.

Khrom Capital Management first reported a position in LGIH in Q2 2024 and held it in 7 quarters. The position peaked at $109M in Q3 2024. 206 funds tracked by Wall St. Rank hold LGIH as of Q1 2026.

  • Khrom Capital Management reported no remaining LGI Homes position as of Q1 2026 after selling out during the quarter.
  • Khrom Capital Management sold 342,448 LGI Homes shares in Q1 2026, an estimated $14.7M.
  • Khrom Capital Management first reported a position in LGI Homes in Q2 2024 and held it in 7 quarters.
  • Khrom Capital Management's LGI Homes position peaked at $109M in Q3 2024.
  • 206 funds tracked by Wall St. Rank held LGI Homes as of Q1 2026.

Based on Khrom Capital Management's 13F filing for Q1 2026, filed 15 May 2026.