Position in LGIH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$897,440
+$231,914 QoQ
Shares Held
14,093
-16.3% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#88
of 251 holders
Holding Since
Mar 2023
8 quarters on record
Voting authority
Sole 3%
Shared 37%
None 60%
Common Shares in LGIH Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Cerity Partners LLC holds $97,596,463 across 16 Residential Construction names. LGIH ranks #13 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVCO |
Cavco Industries, Inc.
|
31,514 | $19,361,570 | |
| 2 | LEN |
Lennar Corp /New/
|
172,187 | $15,575,376 | |
| 3 | DHI |
Horton D R Inc /De/
|
65,442 | $10,659,192 | |
| 4 | TOL |
Toll Brothers, Inc.
|
64,376 | $10,605,944 | |
| 5 | NVR |
Nvr Inc
|
1,508 | $10,274,605 | |
| 6 | PHM |
Pultegroup Inc/Mi/
|
60,817 | $8,344,698 | |
| 7 | SKY |
Champion Homes, Inc.
|
75,587 | $6,660,725 | |
| 8 | BZH |
Beazer Homes USA Inc
|
167,143 | $4,688,360 |
All Filings in LGIH
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $897,440 | 14,093 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $665,526 | 16,836 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $798,282 | 18,582 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $828,342 | 16,019 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $518,909 | 10,072 | Shares | Sole | 2025-08-13 | |
| 2024-09-30 | $328,418 | 2,771 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $494,805 | 4,252 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $37,059 | 325 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||