Legacy Housing
LEGH
114 hedge funds and large institutions have $231M invested in Legacy Housing in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 9 closing their positions.
172% more call options, than puts
Call options by funds: $68K | Put options by funds: $25K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
8% more funds holding
Funds holding: 106 → 114 (+8)
6% more capital invested
Capital invested by funds: $217M → $231M (+$14.1M)
1.67% more ownership
Funds ownership: 36.33% → 38% (+1.7%)
9% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AR
Advisory Research
Chicago,
Illinois
|
+$4.17M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$3.05M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$2.49M |
| 4 |
RR
Robotti Robert
|
+$2.37M |
| 5 |
BL
BFSG LLC
Irvine,
California
|
+$2.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$5.55M |
| 2 |
AC
AWH Capital
Dallas,
Texas
|
-$2.98M |
| 3 |
RA
Royce & Associates
New York
|
-$2.35M |
| 4 |
VC
Voss Capital
Houston,
Texas
|
-$1.97M |
| 5 |
VIM
Villanova Investment Management
Wayne,
Pennsylvania
|
-$1.61M |
LEGH Hedge Fund Activity: Q1 2025 in Review
114 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Legacy Housing (LEGH) for Q1 2025, worth a combined $231M — up 6.5% from $217M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new LEGH positions and 9 closed out — a net gain of 8 holders — while 37 added to existing stakes and 34 trimmed.
The largest buyer was Advisory Research, adding an estimated $4.17M. The largest seller was Punch & Associates Investment Management, cutting an estimated $5.55M.
- 114 institutional investors held Legacy Housing (LEGH) as of Q1 2025, up from 106 in Q4 2024.
- Funds reported $231M of Legacy Housing stock for Q1 2025, up 6.5% quarter-over-quarter.
- 17 funds opened new Legacy Housing positions in Q1 2025 and 9 closed out, a net change of +8 holders.
- The largest Legacy Housing buyer in Q1 2025 was Advisory Research, an estimated $4.17M added.
- The largest Legacy Housing seller in Q1 2025 was Punch & Associates Investment Management, an estimated $5.55M sold.
Based on aggregated 13F filings for Q1 2025.