LCM
MZTI

Legato Capital Management’s The Marzetti Company MZTI Stock Holding History

Legato Capital Management’s Portfolio MZTI Stock Details MZTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$668K Buy
+4,832
New +$769K 0.06% 432
2023
Q3 		– Sell
-2,348
Closed -$472K – 593
2023
Q2 		$472K Sell
2,348
-2,369
-50% -$480K 0.06% 433
2023
Q1 		$957K Sell
4,717
-2,828
-37% -$550K 0.17% 207
2022
Q4 		$1.49M Buy
+7,545
New +$1.43M 0.28% 105

Other funds holding MZTI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Legato Capital Management's MZTI Position: Q1 2026 in Review

Legato Capital Management opened a new position in The Marzetti Company (MZTI) in Q1 2026: 4,832 shares worth $668K. The stake represents 0.06% of the portfolio and ranks #432 among its holdings. This is a return to the name: Legato Capital Management previously reported a position in MZTI as recently as Q2 2023.

Legato Capital Management first reported a position in MZTI in Q4 2022 and has held it in 4 quarters since. The position peaked at $1.49M in Q4 2022. 362 funds tracked by Wall St. Rank hold MZTI as of Q1 2026.

  • Legato Capital Management held 4,832 shares of The Marzetti Company worth $668K as of Q1 2026.
  • The Marzetti Company was a new Legato Capital Management position in Q1 2026.
  • The Marzetti Company made up 0.06% of Legato Capital Management's portfolio in Q1 2026, its #432 holding.
  • Legato Capital Management first reported a position in The Marzetti Company in Q4 2022 and has held it in 4 quarters since.
  • Legato Capital Management's The Marzetti Company position peaked at $1.49M in Q4 2022.
  • 362 funds tracked by Wall St. Rank held The Marzetti Company as of Q1 2026.

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