LGI HOMES INC (LGIH) Stock Institutional Trading Activity


LGI HOMES INC (LGIH) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Disciplined Growth Investors, Oakcliff Capital Partners, First Eagle U.S. Value, Polen Capital Management, and Renaissance Technologies LLC. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2025Disciplined Growth InvestorsSell-75,808711,214$30,553,753
Q3 2025Disciplined Growth InvestorsSell-73,435787,022$40,696,908
Q2 2025Disciplined Growth InvestorsSell-73,550860,457$44,330,745
Q1 2025Polen Capital ManagementSell-1,57714,523$965,349
Q1 2025Oakcliff Capital PartnersSell-66,38449,996$3,323,234
Q1 2025First Eagle U.S. ValueBuy19,300129,315$8,595,568
Q1 2025Disciplined Growth InvestorsBuy3,745934,007$62,083,445
Q4 2024Polen Capital ManagementSell-3,33016,100$1,439,329
Q4 2024First Eagle U.S. ValueBuy1,950110,015$9,835,341
Q4 2024Oakcliff Capital PartnersSell-708116,380$10,404,372
Q4 2024Disciplined Growth InvestorsSell-9,242930,262$83,165,423
Q3 2024Polen Capital ManagementSell-67319,430$2,302,866
Q3 2024First Eagle U.S. ValueBuy16,850108,065$12,807,864
Q3 2024Oakcliff Capital PartnersBuy8,498117,088$13,877,269
Q3 2024Disciplined Growth InvestorsBuy33,306939,504$111,350,014
Q2 2024Polen Capital ManagementSell-4,31020,103$1,799,047
Q2 2024First Eagle U.S. ValueBuy4,80091,215$8,162,830
Q2 2024Disciplined Growth InvestorsBuy15,340906,198$81,095,659
Q1 2024Polen Capital ManagementSell-82324,413$2,840,937
Q1 2024First Eagle U.S. ValueBuy18,35086,415$10,056,114
Q1 2024Oakcliff Capital PartnersBuy70,000108,590$12,636,618
Q1 2024Disciplined Growth InvestorsBuy342,393890,858$103,669,145
Q4 2023Oakcliff Capital PartnersSell-36,41038,590$5,138,644
Q4 2023Polen Capital ManagementBuy25,23625,236$5,171,232
Q4 2023First Eagle U.S. ValueBuy22,01068,065$9,063,535
Q4 2023Disciplined Growth InvestorsBuy41,858548,465$73,033,599
Q3 2023First Eagle U.S. ValueSell-13,04646,055$4,582,012
Q3 2023Disciplined Growth InvestorsSell-847506,607$50,402,330
Q2 2023First Eagle U.S. ValueSell-1,20059,101$7,972,134
Q2 2023Disciplined Growth InvestorsSell-15,691507,454$68,450,470

Frequently asked questions about LGIH activity

  • Which institutional owners are buying LGIH?

    Institutional owners buying LGIH include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in LGIH activity?

    "Buy" means an investor increased their reported position in LGIH compared to the prior reporting period. This reflects growing exposure to LGI HOMES INC (LGIH) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in LGIH increasing?

    Institutional interest in LGIH can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.