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 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 $481B AUM 30.42% 1-Year Est. Return

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

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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

Villanova Investment Management's LEGH Position: Q1 2026 in Review

Villanova Investment Management reduced its Legacy Housing (LEGH) stake by 27% in Q1 2026, selling an estimated $786K and leaving 103,163 shares worth $2.11M. The position accounts for 2.16% of the portfolio, ranked #15.

Villanova Investment Management first reported a position in LEGH in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.48M in Q3 2025. 112 funds tracked by Wall St. Rank hold LEGH as of Q1 2026.

Villanova Investment Management held 103,163 shares of Legacy Housing worth $2.11M as of Q1 2026.
Villanova Investment Management sold 37,708 Legacy Housing shares in Q1 2026, an estimated $786K.
Legacy Housing made up 2.16% of Villanova Investment Management's portfolio in Q1 2026, its #15 holding.
Villanova Investment Management first reported a position in Legacy Housing in Q2 2024 and has held it in 8 quarters since.
Villanova Investment Management's Legacy Housing position peaked at $3.48M in Q3 2025.
112 funds tracked by Wall St. Rank held Legacy Housing as of Q1 2026.

Based on Villanova Investment Management's 13F filing for Q1 2026, filed 8 May 2026.