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
Q1 		$20.2M Buy
+356,315
New +$18M 1.56% 12

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Fidelity Investments
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BlackRock
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
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Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
VCM
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VPM
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BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Penn Capital Management's LGN Position: Q1 2026 in Review

Penn Capital Management opened a new position in Legence Corp (LGN) in Q1 2026: 356,315 shares worth $20.2M. The stake represents 1.56% of the portfolio and ranks #12 among its holdings.

197 funds tracked by Wall St. Rank hold LGN as of Q1 2026.

  • Penn Capital Management held 356,315 shares of Legence Corp worth $20.2M as of Q1 2026.
  • Legence Corp was a new Penn Capital Management position in Q1 2026.
  • Legence Corp made up 1.56% of Penn Capital Management's portfolio in Q1 2026, its #12 holding.
  • 197 funds tracked by Wall St. Rank held Legence Corp as of Q1 2026.

Based on Penn Capital Management's 13F filing for Q1 2026, filed 7 May 2026.