Yacktman Asset Management’s Legacy Housing LEGH Stock Holding History

Yacktman Asset 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	$14.4M	Buy	705,675 +530,000	+302%	+$11M	0.19%	49
2025 Q4	$3.43M	Buy	175,675 +115,675	+193%	+$2.48M	0.05%	61
2025 Q3	$1.65M	Hold	60,000	–	–	0.02%	60
2025 Q2	$1.36M	Buy	60,000 +9,000	+18%	+$210K	0.02%	61
2025 Q1	$1.29M	Sell	51,000 -9,000	-15%	-$229K	0.02%	60
2024 Q4	$1.48M	Sell	60,000 -10,000	-14%	-$259K	0.02%	61
2024 Q3	$1.91M	Sell	70,000 -60,000	-46%	-$1.57M	0.02%	62
2024 Q2	$2.98M	Sell	130,000 -30,000	-19%	-$660K	0.03%	63
2024 Q1	$3.44M	Buy	160,000 +10,000	+7%	+$240K	0.03%	62
2023 Q4	$3.78M	Sell	150,000 -5,000	-3%	-$106K	0.04%	59
2023 Q3	$3.01M	Sell	155,000 -7,500	-5%	-$165K	0.03%	59
2023 Q2	$3.77M	Sell	162,500 -7,500	-4%	-$162K	0.04%	57
2023 Q1	$3.87M	Sell	170,000 -15,000	-8%	-$304K	0.04%	58
2022 Q4	$3.51M	Sell	185,000 -50,000	-21%	-$879K	0.03%	58
2022 Q3	$4.03M	Sell	235,000 -50,000	-18%	-$794K	0.04%	55
2022 Q2	$3.72M	Buy	285,000 +52,900	+23%	+$892K	0.04%	54
2022 Q1	$4.98M	Hold	232,100	–	–	0.04%	53
2021 Q4	$6.14M	Hold	232,100	–	–	0.05%	53
2021 Q3	$4.17M	Buy	232,100 +49,600	+27%	+$888K	0.04%	52
2021 Q2	$3.09M	Buy	182,500 +99,700	+120%	+$1.84M	0.03%	56
2021 Q1	$1.47M	Buy	82,800 +12,550	+18%	+$200K	0.02%	59
2020 Q4	$1.06M	Hold	70,250	–	–	0.01%	56
2020 Q3	$961K	Hold	70,250	–	–	0.01%	55
2020 Q2	$999K	Buy	+70,250	New	+$797K	0.02%	57

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Yacktman Asset Management's LEGH Position: Q1 2026 in Review

Yacktman Asset Management increased its Legacy Housing (LEGH) stake by 302% in Q1 2026, buying an estimated $11M and bringing the position to 705,675 shares worth $14.4M. The position accounts for 0.19% of the portfolio, ranked #49.

Yacktman Asset Management first reported a position in LEGH in Q2 2020 and has held it in 24 quarters since. 112 funds tracked by Wall St. Rank hold LEGH as of Q1 2026.

Yacktman Asset Management held 705,675 shares of Legacy Housing worth $14.4M as of Q1 2026.
Yacktman Asset Management bought 530,000 Legacy Housing shares in Q1 2026, an estimated $11M.
Legacy Housing made up 0.19% of Yacktman Asset Management's portfolio in Q1 2026, its #49 holding.
Yacktman Asset Management first reported a position in Legacy Housing in Q2 2020 and has held it in 24 quarters since.
112 funds tracked by Wall St. Rank held Legacy Housing as of Q1 2026.

Based on Yacktman Asset Management's 13F filing for Q1 2026, filed 1 May 2026.