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Oakcliff Capital Partners’s LGI Homes LGIH Stock Holding History

Oakcliff Capital Partners’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
2025
Q2 		– Sell
-49,996
Closed -$3.32M – 10
2025
Q1 		$3.32M Sell
49,996
-66,384
-57% -$5.36M 1.75% 10
2024
Q4 		$10.4M Sell
116,380
-708
-0.6% -$74.3K 5.32% 9
2024
Q3 		$13.9M Buy
117,088
+8,498
+8% +$896K 6.98% 7
2024
Q2 		$9.72M Hold
108,590
– – 5.2% 10
2024
Q1 		$12.6M Buy
108,590
+70,000
+181% +$8.26M 7.57% 7
2023
Q4 		$5.14M Buy
+38,590
New +$4.28M 3.23% 9
2022
Q4 		– Sell
-75,000
Closed -$6.1M – 9
2022
Q3 		$6.1M Hold
75,000
– – 5.13% 7
2022
Q2 		$6.52M Buy
+75,000
New +$6.95M 4.81% 8

Other funds holding LGIH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return

Oakcliff Capital Partners's LGIH Position: Q2 2025 in Review

Oakcliff Capital Partners sold out of LGI Homes (LGIH) in Q2 2025, closing a stake of 49,996 shares — an estimated $3.32M sold.

Oakcliff Capital Partners first reported a position in LGIH in Q2 2022 and held it in 8 quarters. The position peaked at $13.9M in Q3 2024. 225 funds tracked by Wall St. Rank hold LGIH as of Q2 2025.

  • Oakcliff Capital Partners reported no remaining LGI Homes position as of Q2 2025 after selling out during the quarter.
  • Oakcliff Capital Partners sold 49,996 LGI Homes shares in Q2 2025, an estimated $3.32M.
  • Oakcliff Capital Partners first reported a position in LGI Homes in Q2 2022 and held it in 8 quarters.
  • Oakcliff Capital Partners's LGI Homes position peaked at $13.9M in Q3 2024.
  • 225 funds tracked by Wall St. Rank held LGI Homes as of Q2 2025.

Based on Oakcliff Capital Partners's 13F filing for Q2 2025, filed 14 Aug 2025.