SIA
LEGT

Schechter Investment Advisors’s Legato Merger Corp III LEGT Stock Holding History

Schechter Investment Advisors’s Portfolio LEGT Stock Details LEGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$14.8M Sell
1,407,134
-29,225
-2% -$303K 1.22% 16
2024
Q4 		$14.8M Sell
1,436,359
-73,289
-5% -$752K 1.13% 18
2024
Q3 		$15.4M Sell
1,509,648
-51,176
-3% -$520K 1.13% 15
2024
Q2 		$15.8M Buy
+1,560,824
New +$15.8M 1.19% 18

Other funds holding LEGT

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
LA
Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return

Schechter Investment Advisors's LEGT Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Legato Merger Corp III (LEGT) stake by 2% in Q1 2025, selling an estimated $303K and leaving 1,407,134 shares worth $14.8M. The position accounts for 1.22% of the portfolio, ranked #16.

Schechter Investment Advisors first reported a position in LEGT in Q2 2024 and has held it in 4 quarters since. The position peaked at $15.8M in Q2 2024. 46 funds tracked by Wall St. Rank hold LEGT as of Q1 2025.

  • Schechter Investment Advisors held 1,407,134 shares of Legato Merger Corp III worth $14.8M as of Q1 2025.
  • Schechter Investment Advisors sold 29,225 Legato Merger Corp III shares in Q1 2025, an estimated $303K.
  • Legato Merger Corp III made up 1.22% of Schechter Investment Advisors's portfolio in Q1 2025, its #16 holding.
  • Schechter Investment Advisors first reported a position in Legato Merger Corp III in Q2 2024 and has held it in 4 quarters since.
  • Schechter Investment Advisors's Legato Merger Corp III position peaked at $15.8M in Q2 2024.
  • 46 funds tracked by Wall St. Rank held Legato Merger Corp III as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.