Legacy Housing (LEGH)

• Market cap: $624M
• 1 day: -2.86%
• 5 days: -10.13%
• 1 month: 1.18%
• 3 months: 0.82%
• 6 months: -3.15%
• Year to date: 7.58%
• 1 year: 2.83%
• 5 years: 79.06%
• 10 years: 114.63%
• Sector: Materials
• Industry: Mobile Homes

About: Legacy Housing Corp builds, sell, and finance manufactured homes and tiny houses that are distributed through a network of independent retailers and company-owned stores and also sold directly to manufactured home communities. The company also provides financing options to customers to facilitate the sale of homes.

Employees: 572

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]