Philadelphia Financial Management of San Francisco, LLC

Position in LEGH — Legacy Housing Corp

CIK 1351407 SAN FRANCISCO, CA

Back to LEGH Full portfolio

Position in LEGH

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

Position Value

$11,937,744

+$3,455,964 QoQ

Shares Held

454,425

+9.5% QoQ

Ownership

1.91%

of shares outstanding

% of Portfolio

3.34%

of 13F equity value

Holder Rank

of 122 holders

Holding Since

Dec 2025

3 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

Philadelphia Financial Management of San Francisco, LLC holds $34,771,083 across 4 Residential Construction names. LEGH ranks #1 (34.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LEGH	Legacy Housing Corp This page	454,425	$11,937,744
2	LGIH	LGI Homes, Inc.	175,175	$11,155,144
3	SKY	Champion Homes, Inc.	71,102	$6,265,508
4	CVCO	Cavco Industries, Inc.	8,810	$5,412,687

All Filings in LEGH

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,937,744	454,425	+9.5%	Shares	Sole	2026-08-14
2026-03-31	$8,481,780	415,163	+209.3%	Shares	Sole	2026-05-14
2025-12-31	$2,620,111	134,227	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.