Philadelphia Financial Management of San Francisco, LLC

Position in LGIH — LGI Homes, Inc.

CIK 1351407 SAN FRANCISCO, CA

Back to LGIH Full portfolio

Position in LGIH

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

Position Value

$11,155,144

+$6,032,435 QoQ

Shares Held

175,175

+127.3% QoQ

Ownership

0.753%

of shares outstanding

% of Portfolio

3.12%

of 13F equity value

Holder Rank

#26

of 250 holders

Holding Since

Mar 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in LGIH 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. LGIH ranks #2 (32.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LEGH	Legacy Housing Corp	454,425	$11,937,744
2	LGIH	LGI Homes, Inc. This page	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 LGIH

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2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,155,144	175,175	+127.3%	Shares	Sole	2026-08-14
2025-03-31	$5,122,709	77,068	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.