Legacy Housing
LEGH
111 hedge funds and large institutions have $187M invested in Legacy Housing in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 20 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 35
2.89% more ownership
Funds ownership: 37.61% → 40.51% (+2.9%)
4% less funds holding
Funds holding: 116 → 111 (-5)
24% less capital invested
Capital invested by funds: $247M → $187M (-$59.5M)
25% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 20
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCG
Rock Creek Group
Washington,
District of Columbia
|
+$4.61M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$3.29M |
| 3 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
+$2.88M |
| 4 |
YAM
Yacktman Asset Management
Austin,
Texas
|
+$2.48M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VC
Voss Capital
Houston,
Texas
|
-$6.47M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$2.13M |
| 3 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$2.02M |
| 4 |
BL
BFSG LLC
Irvine,
California
|
-$1.68M |
| 5 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$1.24M |
LEGH Hedge Fund Activity: Q4 2025 in Review
111 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Legacy Housing (LEGH) for Q4 2025, worth a combined $187M — down 24% from $247M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of LEGH and 15 opened new positions — a net loss of 5 holders — while 35 trimmed existing stakes and 42 added.
The largest buyer was Rock Creek Group, adding an estimated $4.61M. The largest seller was Voss Capital, cutting an estimated $6.47M.
- 111 institutional investors held Legacy Housing (LEGH) as of Q4 2025, down from 116 in Q3 2025.
- Funds reported $187M of Legacy Housing stock for Q4 2025, down 24% quarter-over-quarter.
- 15 funds opened new Legacy Housing positions in Q4 2025 and 20 closed out, a net change of -5 holders.
- The largest Legacy Housing buyer in Q4 2025 was Rock Creek Group, an estimated $4.61M added.
- The largest Legacy Housing seller in Q4 2025 was Voss Capital, an estimated $6.47M sold.
Based on aggregated 13F filings for Q4 2025.