CC
LGN

Covalis Capital’s Legence Corp LGN Stock Holding History

Covalis Capital’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
Q2 		$6.39M Sell
75,000
-5,000
-6% -$407K 0.36% 61
2026
Q1 		$4.52M Sell
80,000
-104,400
-57% -$5.26M 0.28% 71
2025
Q4 		$7.94M Buy
+184,400
New +$7.29M 0.56% 44

Other funds holding LGN

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FACM
Forest Avenue Capital Management Miami, Florida $2.38B AUM 88.67% 1-Year Est. Return

Covalis Capital's LGN Position: Q2 2026 in Review

Covalis Capital reduced its Legence Corp (LGN) stake by 6.3% in Q2 2026, selling an estimated $407K and leaving 75,000 shares worth $6.39M. The position accounts for 0.36% of the portfolio, ranked #61.

Covalis Capital first reported a position in LGN in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.94M in Q4 2025. 268 funds tracked by Wall St. Rank hold LGN as of Q2 2026.

  • Covalis Capital held 75,000 shares of Legence Corp worth $6.39M as of Q2 2026.
  • Covalis Capital sold 5,000 Legence Corp shares in Q2 2026, an estimated $407K.
  • Legence Corp made up 0.36% of Covalis Capital's portfolio in Q2 2026, its #61 holding.
  • Covalis Capital first reported a position in Legence Corp in Q4 2025 and has held it in 3 quarters since.
  • Covalis Capital's Legence Corp position peaked at $7.94M in Q4 2025.
  • 268 funds tracked by Wall St. Rank held Legence Corp as of Q2 2026.

Based on Covalis Capital's 13F filing for Q2 2026, filed 13 Aug 2026.