Legacy Housing Corporation
DE ˙ MUN ˙ US52472M1018
19,10 € ↓ -0,90 (-4,50%)
2026-06-04
AKTIENPREIS
SecurityDE:519 / Legacy Housing Corporation
InstitutionAdvisory Research Inc
Latest Disclosed Ownership925,319 shares
Latest Disclosed Value $ 18,904,268
Advisory Research Inc reports 26.59% increase in ownership of 519 / Legacy Housing Corporation

On May 14, 2026 - Advisory Research Inc filed a 13F-HR form disclosing ownership of 925,319 shares of Legacy Housing Corporation (DE:519) valued at $16,008,019 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 730,944 shares of Legacy Housing Corporation. This represents a change in shares of 26.59% during the quarter. The current value of the position is $17,673,593 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F LEGACY HOUSING COM 52472M101 925,319 194,375 26.59 18,904 32.49 1.9735
2026-02-13 2025-12-31 13F LEGACY HOUSING COM 52472M101 730,944 72,573 11.02 14,268 -21.22 1.7931
2025-11-13 2025-09-30 13F LEGACY HOUSING COM 52472M101 658,371 -136 -0.02 18,112 21.38 2.3786
2025-08-13 2025-06-30 13F LEGACY HOUSING COM 52472M101 658,507 21,455 3.37 14,922 -7.13 2.2924
2025-05-14 2025-03-31 13F LEGACY HOUSING COM 52472M101 637,052 164,117 34.70 16,066 37.65 2.8321
2025-02-13 2024-12-31 13F LEGACY HOUSING COM 52472M101 472,935 120,000 34.00 11,672 20.93 1.9400
2024-11-14 2024-09-30 13F LEGACY HOUSING COM 52472M101 352,935 -1,805 -0.51 9,653 18.62 1.7149
2024-08-13 2024-06-30 13F LEGACY HOUSING COM 52472M101 354,740 16,385 4.84 8,138 11.76 1.5307
2024-05-14 2024-03-31 13F LEGACY HOUSING COM 52472M101 338,355 338,355 7,281 1.4478
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.