LCM
OSG

Legato Capital Management’s Octave Specialty Group OSG Stock Holding History

Legato Capital Management’s Portfolio OSG Stock Details OSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.13M Buy
181,037
+50,277
+38% +$262K 0.09% 310
2026
Q1 		$608K Sell
130,760
-1,860
-1% -$10.6K 0.06% 487
2025
Q4 		$1.03M Buy
+132,620
New +$1.13M 0.09% 349

Other funds holding OSG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
TAM
Third Avenue Management New York $625M AUM 48.93% 1-Year Est. Return
BCC
Bain Capital Credit Boston, Massachusetts $368M AUM 9.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Legato Capital Management's OSG Position: Q2 2026 in Review

Legato Capital Management increased its Octave Specialty Group (OSG) stake by 38% in Q2 2026, buying an estimated $262K and bringing the position to 181,037 shares worth $1.13M. The position accounts for 0.09% of the portfolio, ranked #310.

Legato Capital Management first reported a position in OSG in Q4 2025 and has held it in 3 quarters since. 148 funds tracked by Wall St. Rank hold OSG as of Q2 2026.

  • Legato Capital Management held 181,037 shares of Octave Specialty Group worth $1.13M as of Q2 2026.
  • Legato Capital Management bought 50,277 Octave Specialty Group shares in Q2 2026, an estimated $262K.
  • Octave Specialty Group made up 0.09% of Legato Capital Management's portfolio in Q2 2026, its #310 holding.
  • Legato Capital Management first reported a position in Octave Specialty Group in Q4 2025 and has held it in 3 quarters since.
  • 148 funds tracked by Wall St. Rank held Octave Specialty Group as of Q2 2026.

Based on Legato Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.