DCM
LGN

Discovery Capital Management’s Legence Corp LGN Stock Holding History

Discovery 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
2025
Q4 		– Sell
-50,000
Closed -$1.54M – 121
2025
Q3 		$1.54M Buy
+50,000
New +$1.57M 0.08% 74

Other funds holding LGN

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Vanguard Group
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BlackRock
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Massachusetts Financial Services
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Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
MP
Munro Partners Melbourne, Australia $2.95B AUM 68.18% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Discovery Capital Management's LGN Position: Q4 2025 in Review

Discovery Capital Management sold out of Legence Corp (LGN) in Q4 2025, closing a stake of 50,000 shares — an estimated $1.54M sold.

Discovery Capital Management first reported a position in LGN in Q3 2025 and held it in 1 quarter. The position peaked at $1.54M in Q3 2025. 169 funds tracked by Wall St. Rank hold LGN as of Q4 2025.

  • Discovery Capital Management reported no remaining Legence Corp position as of Q4 2025 after selling out during the quarter.
  • Discovery Capital Management sold 50,000 Legence Corp shares in Q4 2025, an estimated $1.54M.
  • Discovery Capital Management first reported a position in Legence Corp in Q3 2025 and held it in 1 quarter.
  • Discovery Capital Management's Legence Corp position peaked at $1.54M in Q3 2025.
  • 169 funds tracked by Wall St. Rank held Legence Corp as of Q4 2025.

Based on Discovery Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.