Villanova Investment Management Co LLC LEGH — LEGACY HOUSING CORP

Ownership history in Villanova Investment Management Co LLC  ·  8 quarters on record

AI Ownership Summary

Villanova Investment Management Co LLC reported LEGACY HOUSING CORP (LEGH) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 2.56% in 2026 Q2. The latest visible filing shows LEGH at 2.56% 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.

What this LEGH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Villanova Investment Management Co LLC'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 2.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.56% in 2026 Q2

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

Time in book
Holding Window
2024 Q3 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 Villanova Investment Management Co LLC fund profile Villanova Investment Management Co LLC full holdings
How Villanova Investment Management Co LLC 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 102,833 -330 -0.3% 2.56% $2.7M 2026-07-28 $26.87
2026 Q1 REDUCED 26.8% +29.2% ❌ 103,163 -37,708 -26.8% 2.16% $2.1M 2026-05-08 $23.28
2025 Q4 ADDED — — — 140,871 +14,200 +11.2% 1.94% $2.7M 2026-02-24 $21.74
2025 Q3 ADDED — — — 126,671 +33,644 +36.2% 2.41% $3.5M 2025-11-10 $20.88
2025 Q2 ADDED — — — 93,027 +60,546 +186.4% 2.18% $2.1M 2025-08-13 $26.97
2025 Q1 REDUCED 66.2% -10.2% ✅ 32,481 -63,516 -66.2% 2.40% $2.4M 2025-05-27 $22.52
2024 Q4 ADDED — — — 95,997 +13,376 +16.2% 2.11% $2.4M 2025-02-12 $28.25
2024 Q3 INITIATED — — — 82,621 — — 2.42% $2.3M 2024-11-14 $25.90

🏢 Other funds also holding LEGH

As of 2026 Q2 — sorted by position size

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% PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.56% Teton Advisors, LLC 0.46% YACKTMAN ASSET MANAGEMENT LP 3Y 7Y 0.24%

FAQ About Villanova Investment Management Co LLC and LEGH

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

How long has Villanova Investment Management Co LLC reported owning LEGH?

Villanova Investment Management Co LLC reported LEGH across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported LEGH position in Villanova Investment Management Co LLC's portfolio?

The largest reported portfolio weight for LEGH was 2.56% in 2026 Q2.

What is the latest reported LEGH position on this page?

The most recent filing on this page is 2026 Q2, when Villanova Investment Management Co LLC reported 102,833 shares, equal to 2.56% of portfolio, with an estimated market value of $2.7M.

What does the chart on this LEGH ownership page compare?

The chart compares Villanova Investment Management Co LLC'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 Villanova Investment Management Co LLC time their LEGH position?

Based on 13F filing dates vs. subsequent LEGH price moves, Villanova Investment Management Co LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on LEGH relative to SPY over the holding period was +472.4%.

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