LEGHNasdaqMobile HomesFiscal year ends December 31
Legacy Housing Corp
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$26.59−0.80 (-2.92%)
Close on Oct 19, 2026
- Market cap
- $633.21M
- P/E (TTM)
- 12.3
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
40.8%
10M of 24M shares
Institutional holders
122
18 new, 7 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Curtis D. Hodgson | 4,173,778 | 17.30% | 13G (passive) amendment | Dec 31, 2024 |
| Kenneth E. Shipley | 2,993,610 | 12.40% | 13G (passive) amendment | Dec 31, 2024 |
| Douglas M. Shipley | 2,885,978 | 11.90% | 13G (passive) amendment | Dec 31, 2024 |
| William G. Shipley | 2,865,953 | 11.90% | 13G (passive) amendment | Dec 31, 2024 |
| American Endowment Foundation | 2,161,000 | 8.95% | 13G (passive) | Dec 31, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LEGH | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 1,010,372 | 4.25% | $26.54M | +54,601 | 0.00% |
| Advisory Research Inc | 920,286 | 3.87% | $24.18M | −5,033 | 2.41% |
| Yacktman Asset Management LP | 754,009 | 3.17% | $19.81M | +48,334 | 0.24% |
| BlackRock, Inc. | 636,227 | 2.68% | $16.71M | +43,481 | 0.00% |
| Voss Capital, LLC | 597,117 | 2.51% | $15.69M | −2,883 | 0.73% |
| Ameriprise Financial Inc | 489,658 | 2.06% | $12.86M | +54,887 | 0.00% |
| Philadelphia Financial Management of San Francisco, LLC | 454,425 | 1.91% | $11.94M | +39,262 | 2.41% |
| GW&K Investment Management, LLC | 443,546 | 1.87% | $11.65K | −16,234 | 0.09% |
| Punch & Associates Investment Management, Inc. | 427,665 | 1.80% | $11.23M | – | 0.56% |
| Vanguard Capital Management LLC | 372,340 | 1.57% | $9.78M | +2,726 | 0.00% |
| Royce & Associates LP | 338,012 | 1.42% | $8.88M | +9,712 | 0.07% |
| Geode Capital Management, LLC | 249,177 | 1.05% | $6.55M | +16,589 | 0.00% |
| State Street Corp | 217,802 | 0.92% | $5.72M | +15,946 | 0.00% |
| Gabelli Funds LLC | 185,640 | 0.78% | $4.88M | +26,200 | 0.03% |
| Bard Associates Inc | 179,679 | 0.76% | $4.72M | −631 | 1.05% |
| Hotchkis & Wiley Capital Management LLC | 152,550 | 0.64% | $4.01M | +13,100 | 0.01% |
| Russell Investments Group, Ltd. | 131,002 | 0.55% | $3.44M | −13,605 | 0.00% |
| Bastion Asset Management Inc. | 116,246 | 0.49% | $2.88M | New | 0.98% |
| Goldman Sachs Group Inc | 112,532 | 0.47% | $2.96M | +52,248 | 0.00% |
| Crown Wealth Group, LLC | 108,000 | 0.45% | $2.84M | −24,000 | 0.72% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 122 | 10M | 40.8% | 18 / 49 | 32 / 7 | 1M | 1M |
| Q1 2026 | 112 | 10M | 40.3% | 20 / 35 | 38 / 16 | 2M | 1M |
| Q4 2025 | 112 | 10M | 40.7% | 15 / 42 | 35 / 19 | 2M | 1M |
| Q3 2025 | 116 | 9M | 37.8% | 11 / 28 | 48 / 10 | 0M | 1M |
| Q2 2025 | 116 | 9M | 39.1% | 16 / 36 | 46 / 13 | 1M | 1M |
| Q1 2025 | 114 | 9M | 38.6% | 18 / 37 | 34 / 9 | 1M | 1M |
| Q4 2024 | 106 | 9M | 36.9% | 10 / 45 | 26 / 13 | 1M | 1M |
| Q3 2024 | 109 | 9M | 36.5% | 19 / 37 | 32 / 11 | 2M | 1M |
| Q2 2024 | 102 | 8M | 34.9% | 31 / 32 | 30 / 10 | 1M | 1M |
| Q1 2024 | 82 | 9M | 36.1% | 12 / 28 | 28 / 10 | 1M | 0M |
| Q4 2023 | 80 | 8M | 32.9% | 11 / 33 | 25 / 6 | 1M | 0M |
| Q3 2023 | 76 | 7M | 30.6% | 3 / 30 | 27 / 4 | 1M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of LEGH | Value | % of fund | As of |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 502,309 | 2.11% | $13.20M | 0.43% | Jun 30, 2026 |
| Columbia Small Cap Value Discovery Fund | 333,186 | 1.40% | $8.75M | 0.35% | Jul 31, 2026 |
| U.S. Small Cap Value Portfolio | 308,010 | 1.30% | $8.09M | 0.04% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 262,223 | 1.10% | $6.89M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 197,836 | 0.83% | $5.20M | 0.01% | Jun 30, 2026 |
| The Gabelli Global Financial Services Fund | 147,096 | 0.62% | $3.86M | 2.70% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 125,984 | 0.53% | $3.31M | 0.02% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 106,270 | 0.45% | $2.79M | 0.02% | Jul 31, 2026 |
| Royce Micro-Cap Fund | 101,199 | 0.43% | $2.66M | 0.62% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 100,715 | 0.42% | $2.65M | 0.00% | Jun 30, 2026 |
| Dimensional US Small Cap Value ETF | 97,084 | 0.41% | $2.55M | 0.03% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 96,671 | 0.41% | $2.54M | 0.01% | Jul 31, 2026 |
| North Star Micro Cap Fund | 95,000 | 0.40% | $2.28M | 1.24% | May 31, 2026 |
| Dimensional U.S. Small Cap ETF | 77,975 | 0.33% | $2.05M | 0.01% | Jul 31, 2026 |
| U.S. Small Cap Portfolio | 71,725 | 0.30% | $1.88M | 0.01% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Jon Langbert | Chief Financial Officer | 800 | 0.00% | Mar 10, 2026 |
| Jeffrey Kyle Stouder | Director | 12,902 | 0.05% | Aug 26, 2026 |
| Brian Ferguson | Director | 869 | 0.00% | Aug 26, 2026 |
| Skyler Michelle Howton | Director | 869 | 0.00% | Aug 26, 2026 |
| Curtis Drew Hodgson | Director, 10% owner | 4,163,310 | 17.51% | Jan 8, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Skyler Michelle Howton Director | Dec 18, 2025 | Award | +479 | – | – | 869 |
| Brian Ferguson Director | Dec 18, 2025 | Award | +479 | – | – | 869 |
| Jeffrey Kyle Stouder Director | Dec 18, 2025 | Award | +479 | – | – | 12,902 |
| Curtis Drew Hodgson Director, 10% owner | Jan 6, 2025 | Sale(10b5-1 plan) | −10,468 | $23.65 | $247.57K | 394,254 |
| Curtis Drew Hodgson Director, 10% owner | Dec 31, 2024 | Sale(10b5-1 plan) | −8,116 | $24.62 | $199.82K | 404,722 |
| Curtis Drew Hodgson Director, 10% owner | Dec 30, 2024 | Sale(10b5-1 plan) | −9,184 | $24.53 | $225.28K | 412,838 |
| Curtis Drew Hodgson Director, 10% owner | Dec 23, 2024 | Sale(10b5-1 plan) | −17,300 | $24.49 | $423.68K | 422,022 |
| Curtis Drew Hodgson Director, 10% owner | Dec 16, 2024 | Sale(10b5-1 plan) | −17,300 | $25.20 | $435.96K | 439,322 |
| Curtis Drew Hodgson Director, 10% owner | Dec 9, 2024 | Sale(10b5-1 plan) | −17,300 | $25.42 | $439.77K | 456,622 |
| Skyler Michelle Howton Director | Dec 4, 2024 | Award | +390 | – | – | 390 |
| Brian Ferguson Director | Dec 4, 2024 | Award | +390 | – | – | 390 |
| Jeffrey Kyle Stouder Director | Dec 4, 2024 | Award | +390 | – | – | 12,423 |
| Curtis Drew Hodgson Director, 10% owner | Dec 2, 2024 | Sale(10b5-1 plan) | −17,300 | $25.96 | $449.11K | 473,922 |
| Curtis Drew Hodgson Director, 10% owner | Nov 25, 2024 | Sale(10b5-1 plan) | −17,300 | $26.53 | $458.97K | 491,222 |
| Curtis Drew Hodgson Director, 10% owner | Nov 21, 2024 | Sale(10b5-1 plan) | −6,000 | $25.60 | $153.60K | 508,522 |
| Curtis Drew Hodgson Director, 10% owner | Nov 18, 2024 | Sale(10b5-1 plan) | −11,300 | $25.64 | $289.73K | 514,522 |
| Curtis Drew Hodgson Director, 10% owner | Nov 13, 2024 | Sale(10b5-1 plan) | −500 | $27.31 | $13.66K | 525,822 |
| Curtis Drew Hodgson Director, 10% owner | Nov 12, 2024 | Sale(10b5-1 plan) | −151 | $27.31 | $4.12K | 526,322 |
| Curtis Drew Hodgson Director, 10% owner | Nov 11, 2024 | Sale(10b5-1 plan) | −16,268 | $27.52 | $447.70K | 526,473 |
| Curtis Drew Hodgson Director, 10% owner | Nov 5, 2024 | Sale(10b5-1 plan) | −9,600 | $25.51 | $244.90K | 542,741 |
| Curtis Drew Hodgson Director, 10% owner | Nov 4, 2024 | Sale(10b5-1 plan) | −7,700 | $25.57 | $196.89K | 552,341 |
| Curtis Drew Hodgson Director, 10% owner | Oct 28, 2024 | Sale(10b5-1 plan) | −17,300 | $25.20 | $435.96K | 560,041 |
| Curtis Drew Hodgson Director, 10% owner | Oct 21, 2024 | Sale(10b5-1 plan) | −1,300 | $27.02 | $35.13K | 577,341 |
| Curtis Drew Hodgson Director, 10% owner | Oct 14, 2024 | Sale(10b5-1 plan) | −17,300 | $26.42 | $457.07K | 578,641 |
| Curtis Drew Hodgson Director, 10% owner | Oct 11, 2024 | Sale(10b5-1 plan) | −9,180 | $26.27 | $241.16K | 595,941 |
| Curtis Drew Hodgson Director, 10% owner | Oct 9, 2024 | Sale(10b5-1 plan) | −5,288 | $26.29 | $139.02K | 605,121 |
| Curtis Drew Hodgson Director, 10% owner | Oct 8, 2024 | Sale(10b5-1 plan) | −2,333 | $26.27 | $61.29K | 610,409 |
| Curtis Drew Hodgson Director, 10% owner | Oct 7, 2024 | Sale(10b5-1 plan) | −499 | $26.27 | $13.11K | 612,742 |
| Curtis Drew Hodgson Director, 10% owner | Sep 30, 2024 | Sale(10b5-1 plan) | −17,300 | $27.27 | $471.77K | 613,241 |
| Curtis Drew Hodgson Director, 10% owner | Sep 27, 2024 | Sale(10b5-1 plan) | −1,311 | $27.71 | $36.33K | 630,541 |
| Curtis Drew Hodgson Director, 10% owner | Sep 26, 2024 | Sale(10b5-1 plan) | −1,060 | $27.74 | $29.40K | 631,852 |
| Curtis Drew Hodgson Director, 10% owner | Sep 24, 2024 | Sale(10b5-1 plan) | −509 | $27.71 | $14.10K | 632,912 |
| Curtis Drew Hodgson Director, 10% owner | Sep 23, 2024 | Sale(10b5-1 plan) | −14,420 | $27.96 | $403.18K | 633,421 |
| Curtis Drew Hodgson Director, 10% owner | Sep 17, 2024 | Sale(10b5-1 plan) | −5,858 | $27.95 | $163.73K | 647,841 |
| Curtis Drew Hodgson Director, 10% owner | Sep 16, 2024 | Sale(10b5-1 plan) | −11,442 | $28.01 | $320.49K | 653,699 |
| Curtis Drew Hodgson Director, 10% owner | Sep 9, 2024 | Sale(10b5-1 plan) | −17,300 | $25.65 | $443.75K | 665,141 |
| Curtis Drew Hodgson Director, 10% owner | Sep 3, 2024 | Sale(10b5-1 plan) | −2,045 | $26.68 | $54.56K | 682,441 |
| Robert Duncan Bates President and CEO | Aug 29, 2024 | Option exercise | +6,246 | $16.01 | $100.00K | 33,267 |
| Curtis Drew Hodgson Director, 10% owner | Aug 26, 2024 | Sale(10b5-1 plan) | −13,387 | $27.73 | $371.22K | 684,486 |
| Curtis Drew Hodgson Director, 10% owner | Aug 19, 2024 | Sale(10b5-1 plan) | −17,300 | $26.08 | $451.18K | 697,873 |
| Jeffrey Kyle Stouder Director | Mar 26, 2024 | Buy | +5,050 | $19.90 | $100.50K | 11,025 |
| Robert Duncan Bates President and CEO | Mar 25, 2024 | Option exercise | +6,246 | $16.01 | $100.00K | 27,021 |
| Francisco Javier Coll Director | Mar 25, 2024 | Buy | +1,650 | $20.02 | $33.03K | 1,951 |
| Jeffrey Kyle Stouder Director | Mar 21, 2024 | Buy | +4,900 | $21.11 | $103.44K | 5,975 |
| Curtis Drew Hodgson Director, 10% owner | Mar 12, 2024 | Sale(10b5-1 plan) | −5,425 | $25.01 | $135.68K | 715,173 |
| Curtis Drew Hodgson Director, 10% owner | Mar 11, 2024 | Sale(10b5-1 plan) | −11,975 | $25.10 | $300.57K | 720,598 |
| Curtis Drew Hodgson Director, 10% owner | Mar 4, 2024 | Sale(10b5-1 plan) | −17,400 | $25.36 | $441.26K | 732,573 |
| Curtis Drew Hodgson Director, 10% owner | Feb 26, 2024 | Sale(10b5-1 plan) | −17,400 | $25.16 | $437.78K | 749,973 |
| Curtis Drew Hodgson Director, 10% owner | Feb 20, 2024 | Sale(10b5-1 plan) | −17,400 | $24.85 | $432.39K | 767,373 |
| Douglas M. Shipley 10% owner | Feb 16, 2024 | Sale | −34,000 | $24.40 | $829.60K | 2,885,978 |
| Kenneth E. Shipley Executive Vice President, Director, 10% owner | Feb 16, 2024 | Sale | −33,000 | $24.40 | $805.20K | 2,893,610 |
| Kenneth E. Shipley Executive Vice President, Director, 10% owner | Feb 16, 2024 | Sale | −34,000 | $24.40 | $829.60K | 2,892,610 |
| Douglas M. Shipley 10% owner | Feb 16, 2024 | Sale | −33,000 | $24.40 | $805.20K | 2,886,978 |
| William G. Shipley 10% owner | Feb 16, 2024 | Sale | −33,000 | $24.40 | $805.20K | 2,865,953 |
| Curtis Drew Hodgson Director, 10% owner | Feb 12, 2024 | Sale(10b5-1 plan) | −17,400 | $25.57 | $444.92K | 784,773 |
| Curtis Drew Hodgson Director, 10% owner | Feb 5, 2024 | Sale(10b5-1 plan) | −17,400 | $24.21 | $421.25K | 802,173 |
| Curtis Drew Hodgson Director, 10% owner | Jan 30, 2024 | Sale(10b5-1 plan) | −1,000 | $23.94 | $23.94K | 819,573 |
| Curtis Drew Hodgson Director, 10% owner | Jan 29, 2024 | Sale(10b5-1 plan) | −16,400 | $23.99 | $393.44K | 820,573 |
| Curtis Drew Hodgson Director, 10% owner | Jan 22, 2024 | Sale(10b5-1 plan) | −17,400 | $23.29 | $405.25K | 836,973 |
| Asset Trust Dechomai 10% owner | Jan 18, 2024 | Gift | −1,950,000 | – | – | 500,000 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Curtis Drew Hodgson Director | Jan 6, 2025 | 17,300 | $409.49K | Jan 6, 2025 | FOUNDER SHARES |
| Curtis Drew Hodgson Director | Dec 30, 2024 | 17,300 | $426.77K | Dec 30, 2024 | FOUNDER SHARES |
| Curtis Drew Hodgson Director | Dec 23, 2024 | 17,300 | $424.20K | Dec 23, 2024 | FOUNDER SHARES |
| Curtis Drew Hodgson Director | Dec 16, 2024 | 17,300 | $436.83K | Dec 16, 2024 | FOUNDER SHARES |
| Curtis Drew Hodgson Director | Dec 9, 2024 | 17,300 | $439.74K | Dec 9, 2024 | FOUNDER SHARES |
| Curtis Drew Hodgson Director | Dec 2, 2024 | 17,300 | $447.90K | Dec 2, 2024 | FOUNDER SHARES |
| Curtis Drew Hodgson Director | Nov 25, 2024 | 17,300 | $458.95K | Nov 25, 2024 | FOUNDER SHARES |
| Curtis Drew Hodgson Director | Nov 18, 2024 | 17,300 | $443.75K | Nov 18, 2024 | FOUNDER SHARES |
| Curtis Drew Hodgson Director | Nov 12, 2024 | 17,300 | $476.14K | Nov 11, 2024 | FOUNDERS SHARES |
| Curtis Drew Hodgson Officer | Nov 4, 2024 | 17,300 | $442.36K | Nov 4, 2024 | FOUNDER SHARES |
| Curtis Drew Hodgson Officer | Oct 28, 2024 | 17,300 | $436.01K | Oct 28, 2024 | FOUNDER SHARES |
| Curtis Drew Hodgson Officer | Oct 21, 2024 | 17,300 | $467.45K | Oct 21, 2024 | FOUNDER SHARES |
| Curtis Drew Hodgson Officer | Oct 15, 2024 | 17,300 | $457.09K | Oct 14, 2024 | FOUNDER SHARES |
| Curtis Drew Hodgson Officer | Oct 7, 2024 | 17,300 | $452.91K | Oct 7, 2024 | FOUNDER SHARES |
| Curtis Drew Hodgson Officer | Sep 30, 2024 | 17,300 | $473.50K | Sep 30, 2024 | FOUNDER SHARES |