Factorial Partners, LLC

Position in LEGH — Legacy Housing Corp

CIK 1732687 MT. KISCO, NY

Position in LEGH

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$245,160

+$10,920 QoQ

Shares Held

12,000

0.0% QoQ

Ownership

0.050%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Mar 31, 2026

Factorial Partners, LLC holds $6,082,975 across 4 Residential Construction names. LEGH ranks #4 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TPH	Tri Pointe Homes, Inc.	78,500	$3,668,305
2	TMHC	Taylor Morrison Home Corp	32,500	$1,892,800
3	LGIH	LGI Homes, Inc.	7,000	$276,710
4	LEGH	Legacy Housing Corp This page	12,000	$245,160

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$245,160	12,000	0.0%	Shares	Sole	2026-05-13
2025-12-31	$234,240	12,000	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.