Legacy Housing (LEGH)

• Market cap: $611M
• 1 day: 0.90%
• 5 days: -7.14%
• 1 month: -2.20%
• 3 months: -12.04%
• 6 months: -9.12%
• Year to date: -1.96%
• 1 year: -2.57%
• 5 years: 99.58%
• 10 years: 95.59%
• Sector: Consumer Discretionary
• Industry: Residential Construction

About: Legacy Housing Corp builds, sell, and finance manufactured homes and tiny houses that are distributed through a network of independent retailers and company-owned stores and also sold directly to manufactured home communities. The company also provides financing options to its customers to facilitate the sale of homes.

Employees: 594

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

405% more call options, than puts

Call options by funds: $111K | Put options by funds: $22K

84% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 25

0.62% more ownership

Funds ownership: 35.71% [Q3] → 36.33% (+0.62%) [Q4]

3% less funds holding

Funds holding: 109 [Q3] → 106 (-3) [Q4]

9% less capital invested

Capital invested by funds: $237M [Q3] → $217M (-$20.5M) [Q4]

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

75% less funds holding in top 10

Funds holding in top 10: 4 [Q3] → 1 (-3) [Q4]