PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

Position in LEGH — Legacy Housing Corp

CIK 1238990 EDINA, MN

Back to LEGH Full portfolio

Position in LEGH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$11,234,759

+$2,497,564 QoQ

Shares Held

427,665

0.0% QoQ

Ownership

1.80%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

of 122 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in LEGH Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. holds $74,814,447 across 3 Residential Construction names. LEGH ranks #3 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVCO	Cavco Industries, Inc.	53,930	$33,133,513
2	GRBK	Green Brick Partners, Inc.	380,387	$30,446,175
3	LEGH	Legacy Housing Corp This page	427,665	$11,234,759

All Filings in LEGH

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19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,234,759	427,665	0.0%	Shares	Sole	2026-08-14
2026-03-31	$8,737,195	427,665	-0.3%	Shares	Sole	2026-05-15
2025-12-31	$8,376,227	429,110	0.0%	Shares	Sole	2026-02-17
2025-09-30	$11,804,816	429,110	+2.3%	Shares	Sole	2025-11-14
2025-06-30	$9,506,323	419,520	0.0%	Shares	Sole	2025-08-14
2025-03-31	$10,580,294	419,520	-34.2%	Shares	Sole	2025-05-15
2024-12-31	$15,746,333	638,020	+5.8%	Shares	Sole	2025-02-14
2024-09-30	$16,492,268	603,008	-1.6%	Shares	Sole	2024-11-14
2024-06-30	$14,062,403	613,008	+1.7%	Shares	Sole	2024-08-14
2024-03-31	$12,973,826	602,873	-1.8%	Shares	Sole	2024-05-15
2023-12-31	$15,485,912	614,033	+0.2%	Shares	Sole	2024-02-15
2023-09-30	$11,893,768	612,765	+8.0%	Shares	Sole	2023-10-26
2023-06-30	$13,162,783	567,606	+18.8%	Shares	Sole	2023-08-14
2023-03-31	$10,874,841	477,805	+42.8%	Shares	Sole	2023-05-15
2022-12-31	$6,341,968	334,492	+6.1%	Shares	Sole	2023-02-14
2022-09-30	$5,409,110	315,400	+21.6%	Shares	Sole	2022-11-14
2022-06-30	$3,383,865	259,300	+5.1%	Shares	Sole	2022-08-15
2022-03-31	$5,296,328	246,800	+168.1%	Shares	Sole	2022-05-16
2021-12-31	$2,436,298	92,040	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.