LEGACY HOUSING CORP (LEGH): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

LEGACY HOUSING CORP (LEGH)

104 + Investors. Track Smart Money conviction in LEGH. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — LEGH

Based on 104 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds reduced or closed their LEGH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 94% of 3.0Y peak

94% of all-time peak

104 funds currently hold this stock — 94% of the 3.0-year high of 111 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding LEGH is almost the same as a year ago (+2 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 50% buying

54 buying53 selling

Last quarter: 54 funds bought or added vs 53 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 17 → 16 → 11 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 24% medium ■ 19% new

59 out of 104 hedge funds have held LEGH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💎

Buying through price weakness — shares +7%, value -23%

Value

-22%

+7%

Last quarter: funds added +7% more shares while total portfolio value only changed -23%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📊

Peak discovery — momentum slowing

8 → 17 → 16 → 11 → 14 new funds/Q

New funds entering each quarter: 17 → 16 → 11 → 14. LEGH is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 17% 1-2yr ■ 22% new

Of 104 current holders: 63 (61%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds

25 of 104 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.2

out of 10

Low Exit Risk

Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	104	110	-5.45%
13F Shares	10M	9M	7.18%
Total Value	$184M	$239M	-22.85%
New Positions	14	11	+3
Increased Positions	40	24	+16
Closed Positions	20	12	+8
Reduced Positions	33	49	-16
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

104

110

-5.45%

13F Shares

10M

7.18%

Total Value

$184M

$239M

-22.85%

New Positions

Increased Positions

+16

Closed Positions

Reduced Positions

-16

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

104 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LEGH. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 17 institutional holders of LEGH — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Crown Wealth Group, LLC	0.79%	132,000	$2.7M
2	YACKTMAN ASSET MANAGEMENT LP	0.19%	705,675	$14.4M
3	North Star Investment Management Corp.	0.12%	95,000	$1.9M
4	Premier Path Wealth Partners, LLC	0.11%	40,872	$835K
5	BFSG, LLC	0.03%	14,015	$286K
6	AlphaQuest LLC	0.00%	3,224	$63K
7	EXCHANGE TRADED CONCEPTS, LLC	0.00%	12,360	$253K
8	State of Alaska, Department of Revenue	0.00%	3,470	—
9	HARBOR CAPITAL ADVISORS, INC.	0.00%	288	—
10	GAMMA Investing LLC	0.00%	338	$7K
11	Police & Firemen's Retirement System of New Jersey	0.00%	1,686	$34K
12	KLP KAPITALFORVALTNING AS	0.00%	2,500	$51K
13	Sterling Capital Management LLC	0.00%	283	$6K
14	SIGNATUREFD, LLC	0.00%	28	—
15	True Wealth Design, LLC	0.00%	1	—
16	IFP Advisors, Inc	0.00%	1	—
17	Farther Finance Advisors, LLC	0.00%	2	—

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — LEGACY HOUSING CORP (LEGH)

What does the Smart Money Trend signal show for LEGH?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their LEGH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for LEGH?

Slight buying edge — 50% buying: Last quarter: 54 funds bought or added vs 53 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for LEGH holders?

Strong quality — 32% AUM from major funds: 25 of 104 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held LEGH?

57% of holders stayed for 2+ years: 59 out of 104 hedge funds have held LEGH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

LEGACY HOUSING CORP (LEGH)

Smart Money Signals — LEGH

Selling streak — 2 quarters in a row

High ownership — 94% of 3.0Y peak

Stable — ownership unchanged year-over-year

Slight buying edge — 50% buying

Steady new buyers — ~14 new funds per quarter

57% of holders stayed for 2+ years

Buying through price weakness — shares +7%, value -23%

Peak discovery — momentum slowing

Deep conviction — 61% of holders stayed 2+ years

Strong quality — 32% AUM from major funds

Hedge Fund Ownership: LEGH

Market Analysis: LEGH

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: LEGH

Hedge Fund Positioning: LEGH

Statistics: LEGH

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — LEGACY HOUSING CORP (LEGH)

Welcome to 13Foresight!