Villanova Investment Management’s Legacy Housing LEGH Stock Holding History

Villanova 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 Q2	$2.7M	Sell	102,833 -330	-0.3%	-$7.54K	2.56%	10
2026 Q1	$2.11M	Sell	103,163 -37,708	-27%	-$786K	2.16%	15
2025 Q4	$2.75M	Buy	140,871 +14,200	+11%	+$304K	1.94%	15
2025 Q3	$3.48M	Buy	126,671 +33,644	+36%	+$858K	2.41%	8
2025 Q2	$2.11M	Buy	93,027 +60,546	+186%	+$1.42M	2.18%	14
2025 Q1	$2.42M	Sell	32,481 -63,516	-66%	-$1.61M	2.4%	9
2024 Q4	$2.37M	Buy	95,997 +13,376	+16%	+$346K	2.11%	14
2024 Q3	$2.26M	Buy	82,621 +91	+0.1%	+$2.39K	2.42%	10
2024 Q2	$1.89M	Buy	+82,530	New	+$1.82M	2.01%	16

Other funds holding LEGH

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PFMOSF

Philadelphia Financial Management of San Francisco San Francisco, California $496M AUM 39.04% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Villanova Investment Management's LEGH Position: Q2 2026 in Review

Villanova Investment Management reduced its Legacy Housing (LEGH) stake by 0.32% in Q2 2026, selling an estimated $7.54K and leaving 102,833 shares worth $2.7M. The position accounts for 2.56% of the portfolio, ranked #10.

Villanova Investment Management first reported a position in LEGH in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.48M in Q3 2025. 121 funds tracked by Wall St. Rank hold LEGH as of Q2 2026.

Villanova Investment Management held 102,833 shares of Legacy Housing worth $2.7M as of Q2 2026.
Villanova Investment Management sold 330 Legacy Housing shares in Q2 2026, an estimated $7.54K.
Legacy Housing made up 2.56% of Villanova Investment Management's portfolio in Q2 2026, its #10 holding.
Villanova Investment Management first reported a position in Legacy Housing in Q2 2024 and has held it in 9 quarters since.
Villanova Investment Management's Legacy Housing position peaked at $3.48M in Q3 2025.
121 funds tracked by Wall St. Rank held Legacy Housing as of Q2 2026.

Based on Villanova Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.