Position in LGIH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$61,578,560
+$36,279,360 QoQ
Shares Held
967,000
+51.1% QoQ
Ownership
4.16%
of shares outstanding
% of Portfolio
2.64%
of 13F equity value
Holder Rank
#4
of 251 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in LGIH Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Atlas FRM LLC holds $80,025,560 across 2 Residential Construction names. LGIH ranks #1 (76.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LGIH |
LGI Homes, Inc.
This page
|
967,000 | $61,578,560 | |
| 2 | MTH |
Meritage Homes CORP
|
220,000 | $18,447,000 |
All Filings in LGIH
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,578,560 | 967,000 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $25,299,200 | 640,000 | Shares | Defined | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||