River Road Asset Management’s LGI Homes LGIH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$48.2M	Sell	904,337 -35,073	-4%	-$1.87M	0.61%	63
2025 Q1	$62.4M	Buy	939,410 +31,487	+3%	+$2.09M	0.85%	44
2024 Q4	$81.2M	Buy	907,923 +212,468	+31%	+$19M	1.08%	31
2024 Q3	$82.4M	Buy	695,455 +218,923	+46%	+$25.9M	1.08%	28
2024 Q2	$42.6M	Buy	+476,532	New	+$42.6M	0.61%	63