ACM
LGN

Arosa Capital Management’s Legence Corp LGN Stock Holding History

Arosa Capital Management’s Portfolio LGN Stock Details LGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.69M Sell
30,000
-10,000
-25% -$504K 0.26% 48
2025
Q4 		$1.72M Buy
+40,000
New +$1.58M 0.22% 62

Other funds holding LGN

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Janus Henderson Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Arosa Capital Management's LGN Position: Q1 2026 in Review

Arosa Capital Management reduced its Legence Corp (LGN) stake by 25% in Q1 2026, selling an estimated $504K and leaving 30,000 shares worth $1.69M. The position accounts for 0.26% of the portfolio, ranked #48.

Arosa Capital Management first reported a position in LGN in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.72M in Q4 2025. 197 funds tracked by Wall St. Rank hold LGN as of Q1 2026.

  • Arosa Capital Management held 30,000 shares of Legence Corp worth $1.69M as of Q1 2026.
  • Arosa Capital Management sold 10,000 Legence Corp shares in Q1 2026, an estimated $504K.
  • Legence Corp made up 0.26% of Arosa Capital Management's portfolio in Q1 2026, its #48 holding.
  • Arosa Capital Management first reported a position in Legence Corp in Q4 2025 and has held it in 2 quarters since.
  • Arosa Capital Management's Legence Corp position peaked at $1.72M in Q4 2025.
  • 197 funds tracked by Wall St. Rank held Legence Corp as of Q1 2026.

Based on Arosa Capital Management's 13F filing for Q1 2026, filed 15 May 2026.