undamentalytics Newsletter

Legacy Housing Corp: which funds bought and sold

Institutions that bought and sold Legacy Housing shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 65 institutions that filed 13F reports for both quarters added to or opened positions in Legacy Housing, and 39 cut or closed them. Together they added a net 123K shares, +1.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 89K shares (+3.8%); index fund managers were net buyers of 92K shares (+5.3%). 17 opened a new position and 7 sold out entirely.

Bought, Q2 2026 65 institutions, 17 of them new holders Sold, Q2 2026 39 institutions, 7 of them sold out
Net change, all compared +123K shares (+1.3%)
Net change, active managers +89K shares (+3.8%), 13 bought, 7 sold

Buyers versus sellers

institutions compared, 127
Active managers and hedge funds 13 bought · 7 sold · +89K
Index fund managers 8 bought · 1 sold · +92K
Other institutions 44 bought · 31 sold · −58K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Bastion Asset Management Inc. +116K New position 116K $2.9M
Ameriprise Financial Inc +55K +12.6% 490K $12.9M
Dimensional Fund Advisors LP +55K +5.7% 1.0M $26.5M
Goldman Sachs Group Inc +52K +86.7% 113K $3M
Yacktman Asset Management LP Active manager +48K +6.8% 754K $19.8M
Blackrock, Inc. Index funds +43K +7.3% 636K $16.7M
Philadelphia Financial Management Of San Francisco, LLC +39K +9.5% 454K $11.9M
Creative Planning +39K +78.4% 89K $2.3M
Aviance Capital Partners, LLC +28K +140.4% 48K $1.3M
Gabelli Funds LLC Active manager +26K +16.4% 186K $4.9M
AQR Capital Management LLC Hedge fund +24K +218.9% 35K $931,192
Lighthouse Investment Partners, LLC Hedge fund +20K New position 20K $512,475
Tudor Investment Corp Et Al Hedge fund +17K New position 17K $443,937
Geode Capital Management, LLC Index funds +17K +7.1% 249K $6.5M
State Street Corp Index funds +16K +7.9% 218K $5.7M
Hotchkis & Wiley Capital Management LLC Active manager +13K +9.4% 153K $4M
Royce & Associates LP Active manager +9,712 +3.0% 338K $8.9M
Bridgeway Capital Management, LLC Active manager +9,379 New position 9,379 $246,386
Deutsche Bank Ag\ +8,760 New position 8,760 $230,125
Rock Creek Group LLC +8,318 +198.9% 13K $328,375

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Robotti Robert −149K −81.9% 33K $861,104
Cerity Partners LLC −111K Sold out 0 —
Morgan Stanley −65K −69.7% 28K $743,625
Millennium Management LLC Hedge fund −33K −68.9% 15K $390,110
Meixler Investment Management, Ltd. −30K −42.0% 41K $1.1M
J. Goldman & Co LP Hedge fund −24K −52.3% 22K $581,592
Crown Wealth Group, LLC −24K −18.2% 108K $2.8M
Exoduspoint Capital Management, LP Hedge fund −22K Sold out 0 —
Koss-Olinger Consulting, LLC −18K Sold out 0 —
Jane Street Group, LLC −18K −38.2% 29K $761,857
Gw&K Investment Management, LLC −16K −3.5% 444K $11.7M
Russell Investments Group, Ltd. −14K −9.4% 131K $3.4M
Xtx Topco Ltd −13K −46.3% 15K $383,910
Exchange Traded Concepts, LLC −12K Sold out 0 —
Factorial Partners, LLC −12K Sold out 0 —
American Century Companies Inc Active manager −12K −14.1% 71K $1.9M
Sei Investments Co −11K Sold out 0 —
Advisory Research Inc −5,033 −0.5% 920K $24.2M
Jpmorgan Chase & Co −4,909 −50.7% 4,781 $126,170
Voss Capital, LP Hedge fund −2,883 −0.5% 597K $15.7M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Bastion Asset Management Inc. 116K $2.9M
Lighthouse Investment Partners, LLCHedge fund 20K $512,475
Tudor Investment Corp Et AlHedge fund 17K $443,937
Bridgeway Capital Management, LLCActive manager 9,379 $246,386
Deutsche Bank Ag\ 8,760 $230,125
Balyasny Asset Management L.P.Hedge fund 8,109 $213,024
Gsa Capital Partners LLP 7,770 $204,000
Dynamic Technology Lab Private Ltd 7,674 $202,000
State Of Wyoming 6,421 $168,680
Arax Advisory Partners 840 $22,067

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Cerity Partners LLC 111K $2.3M
Exoduspoint Capital Management, LPHedge fund 22K $450,277
Koss-Olinger Consulting, LLC 18K $373,685
Exchange Traded Concepts, LLC 12K $252,515
Factorial Partners, LLC 12K $245,160
Sei Investments Co 11K $228,714
Mai Capital Management 200 $4,086

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
121
Ten largest holders
62.9%
of 13F-reported shares
Index fund managers
18.6%
of 13F-reported shares
Active managers and hedge funds
25.1%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 13 7 4 1 +89K +3.8%
Index fund managers 8 1 0 0 +92K +5.3%
Other institutions 44 31 13 6 −58K −1.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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