Which hedge funds own LGIH? LGI HOMES INC, Q2 2026 13F holders
30 tracked hedge funds disclosed a position in LGIH (LGI HOMES INC) in their Q2 2026 13F filings, worth $175.1m in total. The largest holder by portfolio weight is Philadelphia Financial Management of San Francisco, LLC at 3.1% of its book. 12 opened a new position this quarter: Philadelphia Financial Management of San Francisco, LLC, Cooper Creek Partners Management LLC, iSAM Funds (UK) Ltd, Aquatic Capital Management LLC. 6 exited: Harspring Capital Management, LLC, Worth Venture Partners, LLC, Gsa Capital Partners LLP.
- 30
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 12
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 6
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $31.7m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $4.4m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $175m
- Combined value Sum of the holders' reported positions in the security.
- 2.4%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Harspring Capital Management, LLC | 1.1% | $2.2m |
| Worth Venture Partners, LLC | 0.8% | $249k |
| Gsa Capital Partners LLP | 0.03% | $489k |
| Voloridge Investment Management, LLC | 0.0% | $1.0m |
| Verition Fund Management LLC | 0.0% | $395k |
| Pin Oak Investment Advisors Inc | 0.0% | $5.0k |
Ownership over time
Who discovered LGIH first? Beta
| Prescott Group Capital Management, L.L.C. | Q4 2018 | +3.2 pts |
| Voss Capital, LP high conviction | Q2 2020 | +2.9 pts |
| Harspring Capital Management, LLC | Q2 2020 | +1.9 pts |
| Philadelphia Financial Management of San Francisco, LLC | Q4 2013 | +1.0 pts |
| ACK Asset Management LLC | Q2 2019 | +0.7 pts |
| First Sabrepoint Capital Management LP | Q1 2022 | −0.4 pts |
| Steamboat Capital Partners, LLC high conviction | Q4 2017 | −1.8 pts |
| Covalent Partners LLC high conviction | Q3 2024 | −2.4 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.