Legacy Housing CORP (LEGH) — Smart Money Tracker (13F, Q2 2026)

LEGH ranks #4114 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

124 institutions disclose a position in LEGH, but none treat it as a major bet — even Villanova Investment Management Co LLC, its most concentrated holder, allocates just 2.6% of its own portfolio to it.

Yacktman Asset Management LP has added to its LEGH position for two straight quarters, increasing it by $16.4M to reach $19.8M today.

Robotti Robert has trimmed its LEGH position for two straight quarters, cutting it by $2.8M while still holding $861.1K.

LEGH is down 0.7% today, but institutions show net buying of $16.7M this quarter — a divergence between today's price move and the underlying institutional flow.

LEGH posted net income of $51.2M over the trailing twelve months, and currently trades at a P/E of 13.2.

• Profitable — net income of $51.2M over the trailing twelve months
• Revenue grew 0.0% year over year
• Net income declined year over year, from $55.3M to $51.2M
• Generated $37.2M in positive operating cash flow
• Current ratio of 3.51x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.10x equity — within a conventional range