MONTGOMERY INVESTMENT MANAGEMENT INC

Position in LGIH — LGI Homes, Inc.

CIK 1272544 ROCKVILLE, MD

Back to LGIH Full portfolio

Position in LGIH

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,853,724

+$663,476 QoQ

Shares Held

29,110

-3.3% QoQ

Ownership

0.125%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

of 20 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 81% Shared 0% None 19%

Common Shares in LGIH Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

MONTGOMERY INVESTMENT MANAGEMENT INC holds $17,588,120 across 4 Residential Construction names. LGIH ranks #3 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVR	Nvr Inc	1,319	$8,986,874
2	LEN	Lennar Corp /New/	64,938	$5,876,239
3	LGIH	LGI Homes, Inc. This page	29,110	$1,853,724
4	PHM	Pultegroup Inc/Mi/	6,350	$871,283

All Filings in LGIH

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,853,724	29,110	-3.3%	Shares	Sole	2026-07-15
2026-03-31	$1,190,248	30,110	-6.7%	Shares	Sole	2026-04-22
2025-12-31	$1,385,889	32,260	-1.5%	Shares	Sole	2026-01-16
2025-09-30	$1,694,019	32,760	-4.2%	Shares	Sole	2025-10-17
2025-06-30	$1,762,499	34,210	-24.9%	Shares	Sole	2025-07-18
2025-03-31	$3,028,373	45,560	-6.6%	Shares	Sole	2025-05-06
2024-12-31	$4,361,826	48,790	-8.0%	Shares	Sole	2025-01-27
2024-09-30	$6,286,300	53,040	0.0%	Shares	Sole	2024-10-24
2024-06-30	$4,746,549	53,040	-0.4%	Shares	Sole	2024-07-12
2024-03-31	$6,195,538	53,240	-47.3%	Shares	Sole	2024-05-02
2023-12-31	$13,454,486	101,040	-0.5%	Shares	Defined	2024-01-29
2023-09-30	$10,102,214	101,540	+0.8%	Shares	Defined	2023-10-27
2023-06-30	$13,591,516	100,760	-0.1%	Shares	Defined	2023-08-02
2023-03-31	$11,496,504	100,820	-0.0%	Shares	Defined	2023-05-08
2022-12-31	$9,337,784	100,840	0.0%	Shares	Defined	2023-01-31
2022-09-30	$8,205,350	100,840	+0.1%	Shares	Defined	2022-10-27
2022-06-30	$8,754,306	100,740	-1.0%	Shares	Defined	2022-08-04
2022-03-31	$9,937,963	101,740	0.0%	Shares	Defined	2022-05-02
2021-12-31	$15,716,795	101,740	+0.5%	Shares	Defined	2022-01-25
2021-09-30	$14,366,968	101,240	0.0%	Shares	Defined	2021-11-03
2021-06-30	$16,394,805	101,240	0.0%	Shares	Defined	2021-08-13
2021-03-31	$15,116,144	101,240	+1.0%	Shares	Defined	2021-04-28
2020-12-31	$10,610,404	100,240	0.0%	Shares	Defined	2021-02-09
2020-09-30	$11,644,880	100,240	-7.6%	Shares	Defined	2020-11-06
2020-06-30	$9,545,973	108,440	-1.6%	Shares	Defined	2020-08-12
2020-03-31	$4,977,336	110,240	—	Shares	Defined	2020-04-28
No filing history on record for this holder in this stock.