Legacy Housing (LEGH)

• Market cap: $666M
• 1 day: 0.00%
• 5 days: 3.72%
• 1 month: 22.64%
• 3 months: 23.89%
• 6 months: 8.48%
• Year to date: 16.25%
• 1 year: 3.14%
• 5 years: 84.77%
• 10 years: 131.92%
• 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 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

0.02% less ownership

Funds ownership: 38.0% [Q1] → 37.98% (-0.02%) [Q2]

1% less funds holding

Funds holding: 114 [Q1] → 113 (-1) [Q2]

10% less capital invested

Capital invested by funds: $231M [Q1] → $208M (-$23.4M) [Q2]

20% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 45

100% less funds holding in top 10

Funds holding in top 10: 2 [Q1] → 0 (-2) [Q2]

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $29 4% upside
• Avg. target: $29 4% upside
• High target: $29 4% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Texas Capital Securities Alex Rygiel

4% upside $29

Buy Initiated

17 Jun 2025