$LGIH is held by 8 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.79%, with an average of 0.15% of portfolio. Largest holder: Knightsbridge Asset Management, LLC at 0.79%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
LGI HOMES INC
13F holders
209
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
5trades
Convergence
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Institutional holders
Top 10 of 209 · Source: 13F-HR01
Banyan Capital Management, Inc.
—
—
02
Axa S.a.
—
—
03
State Street
—
—
04
Kimelman & Baird, LLC
—
—
05
Atlantic Edge Private Wealth Management, LLC
—
—
06
Himalaya Capital Management LLC
—
—
07
Westend Capital Management, LLC
—
—
08
Graham Holdings Co
—
—
09
Prentice Wealth Management LLC
—
—
10
Cambridge Capital Management, LLC
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
8 holders · Q1 202601
Knightsbridge Asset Management, LLC
0.79% NEW
α +24.2pts
02
River Road Asset Management, LLC
0.38% held
α +12.9pts
03
GM Advisory Group, LLC
0.04% held
α +16.5pts
04
Voloridge Investment Management, LLC
0.00% held
α +15.5pts
05
Citigroup Inc.
0.00% held
α +26.3pts
06
Level Financial Advisors
0.00% held
α +30.9pts
07
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
08
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
2 transactions · 2 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
10 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $LGIH lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $LGIH — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 13:39 UTC.