Legacy Housing (LEGH)

• Market cap: $606M
• 1 day: -0.36%
• 5 days: -2.41%
• 1 month: 3.84%
• 3 months: 4.71%
• 6 months: -7.81%
• Year to date: 4.71%
• 1 year: 18.43%
• 5 years: 192.21%
• 10 years: 108.89%
• Sector: Materials
• Industry: Mobile Homes

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

405% more call options, than puts

Call options by funds: $111K | Put options by funds: $22K

73% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 26

0.6% more ownership

Funds ownership: 35.74% [Q3] → 36.33% (+0.6%) [Q4]

3% less funds holding

Funds holding: 109 [Q3] → 106 (-3) [Q4]

9% less capital invested

Capital invested by funds: $238M [Q3] → $217M (-$20.7M) [Q4]

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

75% less funds holding in top 10

Funds holding in top 10: 4 [Q3] → 1 (-3) [Q4]