LGI HOMES INC · CUSIP 50187T106 · CIK 1272544
As of 2026-06-30, MONTGOMERY INVESTMENT MANAGEMENT INC reported 29.11K LGIH (shares), valued at $1.85M, or 0.56% of its reported non-derivative portfolio. Filed 2026-07-15.
Verify history & sources →Shares decreased 3.32%; reported value increased 55.74%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.56% | 29,110 | SEC filing ↗Filed Jul 15, 2026 |
| Q1 2026 | 0.41% | 30,110 | SEC filing ↗Filed Apr 22, 2026 |
| Q4 2025 | 0.50% | 32,260 | SEC filing ↗Filed Jan 16, 2026 |
| Q3 2025 | 0.60% | 32,760 | SEC filing ↗Filed Oct 17, 2025 |
| Q2 2025 | 0.68% | 34,210 | SEC filing ↗Filed Jul 18, 2025 |
| Q1 2025 | 1.21% | 45,560 | SEC filing ↗Filed May 6, 2025 |
| Q4 2024 | 1.72% | 48,790 | SEC filing ↗Filed Jan 27, 2025 |
| Q3 2024 | 2.28% | 53,040 | SEC filing ↗Filed Oct 24, 2024 |
| Q2 2024 | 1.88% | 53,040 | SEC filing ↗Filed Jul 12, 2024 |
| Q1 2024 | 2.36% | 53,240 | SEC filing ↗Filed May 2, 2024 |
| Q4 2023 | 4.13% | 101,040 | SEC filing ↗Filed Jan 29, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 4.13% | 101,040 | $13.45M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 29, 2024 |
| Q1 2024 | 2.36% | 53,240 | $6.20M | Shares decreased 47.31%; reported value decreased 53.95%, and weight changed -1.77 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2024 |
| Q2 2024 | 1.88% | 53,040 | $4.75M | Shares decreased 0.38%; reported value decreased 23.39%, and weight changed -0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 12, 2024 |
| Q3 2024 | 2.28% | 53,040 | $6.29M | Shares unchanged; reported value increased 32.44%, and weight changed +0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2024 |
| Q4 2024 | 1.72% | 48,790 | $4.36M | Shares decreased 8.01%; reported value decreased 30.61%, and weight changed -0.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2025 |
| Q1 2025 | 1.21% | 45,560 | $3.03M | Shares decreased 6.62%; reported value decreased 30.57%, and weight changed -0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2025 |
| Q2 2025 | 0.68% | 34,210 | $1.76M | Shares decreased 24.91%; reported value decreased 41.80%, and weight changed -0.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2025 |
| Q3 2025 | 0.60% | 32,760 | $1.69M | Shares decreased 4.24%; reported value decreased 3.89%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 17, 2025 |
| Q4 2025 | 0.50% | 32,260 | $1.39M | Shares decreased 1.53%; reported value decreased 18.19%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2026 |
| Q1 2026 | 0.41% | 30,110 | $1.19M | Shares decreased 6.66%; reported value decreased 14.12%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2026 |
| Q2 2026 | 0.56% | 29,110 | $1.85M | Shares decreased 3.32%; reported value increased 55.74%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.