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Punch & Associates Investment Management’s Legacy Housing LEGH Stock Holding History

Punch & Associates Investment Management’s Portfolio LEGH Stock Details LEGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.74M Sell
427,665
-1,445
-0.3% -$30.1K 0.5% 76
2025
Q4 		$8.38M Hold
429,110
– – 0.49% 77
2025
Q3 		$11.8M Buy
429,110
+9,590
+2% +$245K 0.68% 56
2025
Q2 		$9.51M Hold
419,520
– – 0.58% 72
2025
Q1 		$10.6M Sell
419,520
-218,500
-34% -$5.55M 0.69% 60
2024
Q4 		$15.7M Buy
638,020
+35,012
+6% +$905K 0.86% 35
2024
Q3 		$16.5M Sell
603,008
-10,000
-2% -$262K 0.91% 34
2024
Q2 		$14.1M Buy
613,008
+10,135
+2% +$223K 0.82% 39
2024
Q1 		$13M Sell
602,873
-11,160
-2% -$268K 0.74% 43
2023
Q4 		$15.5M Buy
614,033
+1,268
+0.2% +$26.8K 0.91% 29
2023
Q3 		$11.9M Buy
612,765
+45,159
+8% +$995K 0.76% 33
2023
Q2 		$13.2M Buy
567,606
+89,801
+19% +$1.94M 0.8% 36
2023
Q1 		$10.9M Buy
477,805
+143,313
+43% +$2.9M 0.7% 52
2022
Q4 		$6.34M Buy
334,492
+19,092
+6% +$336K 0.41% 105
2022
Q3 		$5.41M Buy
315,400
+56,100
+22% +$890K 0.38% 107
2022
Q2 		$3.38M Buy
259,300
+12,500
+5% +$211K 0.24% 137
2022
Q1 		$5.3M Buy
246,800
+154,760
+168% +$3.83M 0.3% 129
2021
Q4 		$2.44M Buy
+92,040
New +$2.06M 0.13% 158

Other funds holding LEGH

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Punch & Associates Investment Management's LEGH Position: Q1 2026 in Review

Punch & Associates Investment Management reduced its Legacy Housing (LEGH) stake by 0.34% in Q1 2026, selling an estimated $30.1K and leaving 427,665 shares worth $8.74M. The position accounts for 0.5% of the portfolio, ranked #76.

Punch & Associates Investment Management first reported a position in LEGH in Q4 2021 and has held it in 18 quarters since. The position peaked at $16.5M in Q3 2024. 112 funds tracked by Wall St. Rank hold LEGH as of Q1 2026.

  • Punch & Associates Investment Management held 427,665 shares of Legacy Housing worth $8.74M as of Q1 2026.
  • Punch & Associates Investment Management sold 1,445 Legacy Housing shares in Q1 2026, an estimated $30.1K.
  • Legacy Housing made up 0.5% of Punch & Associates Investment Management's portfolio in Q1 2026, its #76 holding.
  • Punch & Associates Investment Management first reported a position in Legacy Housing in Q4 2021 and has held it in 18 quarters since.
  • Punch & Associates Investment Management's Legacy Housing position peaked at $16.5M in Q3 2024.
  • 112 funds tracked by Wall St. Rank held Legacy Housing as of Q1 2026.

Based on Punch & Associates Investment Management's 13F filing for Q1 2026, filed 15 May 2026.