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Kerrisdale Advisers’s Legence Corp LGN Stock Holding History

Kerrisdale Advisers’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 		$999K Sell
11,722
-94,198
-89% -$7.67M 0.25% 73
2026
Q1 		$5.98M Buy
105,920
+44,425
+72% +$2.24M 2.28% 11
2025
Q4 		$2.65M Buy
+61,495
New +$2.43M 1.25% 21

Other funds holding LGN

Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 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

Kerrisdale Advisers's LGN Position: Q2 2026 in Review

Kerrisdale Advisers reduced its Legence Corp (LGN) stake by 89% in Q2 2026, selling an estimated $7.67M and leaving 11,722 shares worth $999K. The position accounts for 0.25% of the portfolio, ranked #73.

Kerrisdale Advisers first reported a position in LGN in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.98M in Q1 2026. 267 funds tracked by Wall St. Rank hold LGN as of Q2 2026.

  • Kerrisdale Advisers held 11,722 shares of Legence Corp worth $999K as of Q2 2026.
  • Kerrisdale Advisers sold 94,198 Legence Corp shares in Q2 2026, an estimated $7.67M.
  • Legence Corp made up 0.25% of Kerrisdale Advisers's portfolio in Q2 2026, its #73 holding.
  • Kerrisdale Advisers first reported a position in Legence Corp in Q4 2025 and has held it in 3 quarters since.
  • Kerrisdale Advisers's Legence Corp position peaked at $5.98M in Q1 2026.
  • 267 funds tracked by Wall St. Rank held Legence Corp as of Q2 2026.

Based on Kerrisdale Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.