PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. LEGH — LEGACY HOUSING CORP

Ownership history in PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.  ·  19 quarters on record

AI Ownership Summary

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. reported LEGACY HOUSING CORP (LEGH) in 19 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.91% in 2024 Q3. The latest visible filing shows LEGH at 0.56% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LEGH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.'s position in LEGACY HOUSING CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

LEGH was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.91% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LEGH stock page PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. fund profile PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. full holdings
How PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. held LEGH — position size vs. price
% of Fund (quarterly)    LEGH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 427,665 — 0% 0.56% $11.2M 2026-08-14 $29.33
2026 Q1 REDUCED — — — 427,665 -1,445 -0.3% 0.50% $8.7M 2026-05-15 $22.10
2025 Q4 UNCHANGED — — — 429,110 — 0% 0.49% $8.4M 2026-02-17 $21.42
2025 Q3 ADDED — — — 429,110 +9,590 +2.3% 0.68% $11.8M 2025-11-14 $19.62
2025 Q2 UNCHANGED — — — 419,520 — 0% 0.58% $9.5M 2025-08-14 $26.96
2025 Q1 REDUCED 34.2% -10.2% ✅ 419,520 -218,500 -34.2% 0.69% $10.6M 2025-05-15 $23.53
2024 Q4 ADDED — — — 638,020 +35,012 +5.8% 0.86% $15.7M 2025-02-14 $27.79
2024 Q3 REDUCED — — — 603,008 -10,000 -1.6% 0.91% $16.5M 2024-11-14 $25.90
2024 Q2 ADDED — — — 613,008 +10,135 +1.7% 0.82% $14.1M 2024-08-14 $25.46
2024 Q1 REDUCED — — — 602,873 -11,160 -1.8% 0.74% $13.0M 2024-05-15 $24.15
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LEGH

As of 2026 Q2 — sorted by position size

Villanova Investment Management Co LLC 2.56% ADVISORY RESEARCH INC 3Y 7Y 2.41% Philadelphia Financial Management of San Francisco, LLC 3Y 7Y 2.41% BARD ASSOCIATES INC 3Y 7Y 1.05% Bastion Asset Management Inc. 0.98% Voss Capital, LP 3Y 0.73% Crown Wealth Group, LLC 3Y 0.72% Meixler Investment Management, Ltd. 3Y 0.6% Teton Advisors, LLC 0.46% YACKTMAN ASSET MANAGEMENT LP 3Y 7Y 0.24%

FAQ About PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. and LEGH

These are the practical questions this page is built to answer before you even open the full history table.

How long has PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. reported owning LEGH?

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. reported LEGH across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported LEGH position in PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for LEGH was 0.91% in 2024 Q3.

What is the latest reported LEGH position on this page?

The most recent filing on this page is 2026 Q2, when PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. reported 427,665 shares, equal to 0.56% of portfolio, with an estimated market value of $11.2M.

What does the chart on this LEGH ownership page compare?

The chart compares PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.'s quarterly LEGH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. time their LEGH position?

Based on 13F filing dates vs. subsequent LEGH price moves, PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. correctly timed 6 out of 16 reported position changes (38%). The annualised alpha on LEGH relative to SPY over the holding period was +85.2%.

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