KIM
LEGT

Karpus Investment Management’s Legato Merger Corp III LEGT Stock Holding History

Karpus Investment Management’s Portfolio LEGT Stock Details LEGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.5M Sell
2,139,308
-1,194,233
-36% -$13.1M 0.73% 33
2025
Q4 		$36.3M Sell
3,333,541
-40,438
-1% -$438K 1.11% 23
2025
Q3 		$36.2M Sell
3,373,979
-121,125
-3% -$1.3M 1.15% 27
2025
Q2 		$37.3M Sell
3,495,104
-342,237
-9% -$3.62M 1.2% 23
2025
Q1 		$40.3M Buy
3,837,341
+105,756
+3% +$1.1M 1.3% 20
2024
Q4 		$38.4M Buy
3,731,585
+289,094
+8% +$2.97M 1.14% 24
2024
Q3 		$35.1M Buy
3,442,491
+2,524,216
+275% +$25.7M 0.98% 22
2024
Q2 		$9.29M Buy
+918,275
New +$9.28M 0.26% 74

Other funds holding LEGT

WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
WC
Wealthspring Capital West Harrison, New York $448M AUM 8.38% 1-Year Est. Return
MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return
TCM
Tenor Capital Management New York $6.49B AUM 3.01% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Karpus Investment Management's LEGT Position: Q1 2026 in Review

Karpus Investment Management reduced its Legato Merger Corp III (LEGT) stake by 36% in Q1 2026, selling an estimated $13.1M and leaving 2,139,308 shares worth $23.5M. The position accounts for 0.73% of the portfolio, ranked #33.

Karpus Investment Management first reported a position in LEGT in Q2 2024 and has held it in 8 quarters since. The position peaked at $40.3M in Q1 2025. 47 funds tracked by Wall St. Rank hold LEGT as of Q1 2026.

  • Karpus Investment Management held 2,139,308 shares of Legato Merger Corp III worth $23.5M as of Q1 2026.
  • Karpus Investment Management sold 1,194,233 Legato Merger Corp III shares in Q1 2026, an estimated $13.1M.
  • Legato Merger Corp III made up 0.73% of Karpus Investment Management's portfolio in Q1 2026, its #33 holding.
  • Karpus Investment Management first reported a position in Legato Merger Corp III in Q2 2024 and has held it in 8 quarters since.
  • Karpus Investment Management's Legato Merger Corp III position peaked at $40.3M in Q1 2025.
  • 47 funds tracked by Wall St. Rank held Legato Merger Corp III as of Q1 2026.

Based on Karpus Investment Management's 13F filing for Q1 2026, filed 14 May 2026.