MIM
LGN

Merewether Investment Management’s Legence Corp LGN Stock Holding History

Merewether Investment 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
2026
Q2 		$72.7M Buy
852,658
+126,322
+17% +$10.3M 1.37% 28
2026
Q1 		$41M Sell
726,336
-408,086
-36% -$20.6M 0.79% 43
2025
Q4 		$48.8M Sell
1,134,422
-172,430
-13% -$6.82M 1.12% 33
2025
Q3 		$40.3M Buy
+1,306,852
New +$41.1M 0.96% 35

Other funds holding LGN

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 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

Merewether Investment Management's LGN Position: Q2 2026 in Review

Merewether Investment Management increased its Legence Corp (LGN) stake by 17% in Q2 2026, buying an estimated $10.3M and bringing the position to 852,658 shares worth $72.7M. The position accounts for 1.37% of the portfolio, ranked #28.

Merewether Investment Management first reported a position in LGN in Q3 2025 and has held it in 4 quarters since. 268 funds tracked by Wall St. Rank hold LGN as of Q2 2026.

  • Merewether Investment Management held 852,658 shares of Legence Corp worth $72.7M as of Q2 2026.
  • Merewether Investment Management bought 126,322 Legence Corp shares in Q2 2026, an estimated $10.3M.
  • Legence Corp made up 1.37% of Merewether Investment Management's portfolio in Q2 2026, its #28 holding.
  • Merewether Investment Management first reported a position in Legence Corp in Q3 2025 and has held it in 4 quarters since.
  • 268 funds tracked by Wall St. Rank held Legence Corp as of Q2 2026.

Based on Merewether Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.