Legacy Housing
LEGH
109 hedge funds and large institutions have $237M invested in Legacy Housing in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 31 reducing their positions, and 11 closing their positions.
5,422% more call options, than puts
Call options by funds: $1.99M | Put options by funds: $36K
64% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 11
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
25% more capital invested
Capital invested by funds: $190M → $237M (+$47.2M)
23% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 31
7% more funds holding
Funds holding: 102 → 109 (+7)
1.61% more ownership
Funds ownership: 34.1% → 35.71% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VC
Voss Capital
Houston,
Texas
|
+$4.52M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$3.08M |
| 3 |
Cerity Partners
New York
|
+$2.74M |
| 4 |
BlackRock
New York
|
+$1.76M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$1.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MRCM
Mill Road Capital Management
Greenwich,
Connecticut
|
-$4.81M |
| 2 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$1.84M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$1.68M |
| 4 |
YAM
Yacktman Asset Management
Austin,
Texas
|
-$1.57M |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$1.54M |
LEGH Hedge Fund Activity: Q3 2024 in Review
109 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Legacy Housing (LEGH) for Q3 2024, worth a combined $237M — up 25% from $190M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new LEGH positions and 11 closed out — a net gain of 7 holders — while 38 added to existing stakes and 31 trimmed.
The largest buyer was Voss Capital, adding an estimated $4.52M. The largest seller was Mill Road Capital Management, cutting an estimated $4.81M.
- 109 institutional investors held Legacy Housing (LEGH) as of Q3 2024, up from 102 in Q2 2024.
- Funds reported $237M of Legacy Housing stock for Q3 2024, up 25% quarter-over-quarter.
- 18 funds opened new Legacy Housing positions in Q3 2024 and 11 closed out, a net change of +7 holders.
- The largest Legacy Housing buyer in Q3 2024 was Voss Capital, an estimated $4.52M added.
- The largest Legacy Housing seller in Q3 2024 was Mill Road Capital Management, an estimated $4.81M sold.
Based on aggregated 13F filings for Q3 2024.