Legacy Housing (LEGH)

• Market cap: $660M
• 1 day: -1.59%
• 5 days: -0.26%
• 1 month: 2.25%
• 3 months: 25.43%
• 6 months: 5.71%
• Year to date: 13.46%
• 1 year: -3.34%
• 5 years: 86.51%
• 10 years: 126.35%
• 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

2% more funds holding

Funds holding: 114 [Q1] → 116 (+2) [Q2]

0.03% more ownership

Funds ownership: 38.0% [Q1] → 38.03% (+0.03%) [Q2]

10% less capital invested

Capital invested by funds: $231M [Q1] → $208M (-$23.1M) [Q2]

22% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 46

100% less funds holding in top 10

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