PCM
LGN

Penn Capital Management’s Legence Corp LGN Stock Holding History

Penn Capital 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 		$26.6M Sell
311,830
-44,485
-12% -$3.62M 1.69% 7
2026
Q1 		$20.2M Buy
+356,315
New +$18M 1.56% 12

Other funds holding LGN

Blackstone Inc
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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

Penn Capital Management's LGN Position: Q2 2026 in Review

Penn Capital Management reduced its Legence Corp (LGN) stake by 12% in Q2 2026, selling an estimated $3.62M and leaving 311,830 shares worth $26.6M. The position accounts for 1.69% of the portfolio, ranked #7.

Penn Capital Management first reported a position in LGN in Q1 2026 and has held it in 2 quarters since. 268 funds tracked by Wall St. Rank hold LGN as of Q2 2026.

  • Penn Capital Management held 311,830 shares of Legence Corp worth $26.6M as of Q2 2026.
  • Penn Capital Management sold 44,485 Legence Corp shares in Q2 2026, an estimated $3.62M.
  • Legence Corp made up 1.69% of Penn Capital Management's portfolio in Q2 2026, its #7 holding.
  • Penn Capital Management first reported a position in Legence Corp in Q1 2026 and has held it in 2 quarters since.
  • 268 funds tracked by Wall St. Rank held Legence Corp as of Q2 2026.

Based on Penn Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.