Legacy Housing
LEGH
112 hedge funds and large institutions have $196M invested in Legacy Housing in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 38 reducing their positions, and 16 closing their positions.
38% more capital inflows, than outflows
Capital inflows: $41.3M | Capital outflows: $30M
31% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 16
1% more funds holding
Funds holding: 111 → 112 (+1)
0.27% less ownership
Funds ownership: 40.51% → 40.24% (-0.27%)
8% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Yacktman Asset Management
Austin,
Texas
|
+$11M |
| 2 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
+$5.86M |
| 3 |
Advisory Research
Chicago,
Illinois
|
+$4.05M |
| 4 |
North Star Investment Management
Chicago,
Illinois
|
+$1.4M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rock Creek Group
Washington,
District of Columbia
|
-$5.12M |
| 2 |
GW&K Investment Management
Boston,
Massachusetts
|
-$5.04M |
| 3 |
Voss Capital
Houston,
Texas
|
-$3.44M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$2.26M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.68M |
LEGH Hedge Fund Activity: Q1 2026 in Review
112 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in Legacy Housing (LEGH) for Q1 2026, worth a combined $196M — up 4.5% from $187M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new LEGH positions and 16 closed out — a net gain of 5 holders — while 35 added to existing stakes and 38 trimmed.
The largest buyer was Yacktman Asset Management, adding an estimated $11M. The largest seller was Rock Creek Group, cutting an estimated $5.12M.
- 112 institutional investors held Legacy Housing (LEGH) as of Q1 2026, up from 111 in Q4 2025.
- Funds reported $196M of Legacy Housing stock for Q1 2026, up 4.5% quarter-over-quarter.
- 21 funds opened new Legacy Housing positions in Q1 2026 and 16 closed out, a net change of +5 holders.
- The largest Legacy Housing buyer in Q1 2026 was Yacktman Asset Management, an estimated $11M added.
- The largest Legacy Housing seller in Q1 2026 was Rock Creek Group, an estimated $5.12M sold.
Based on aggregated 13F filings for Q1 2026.