WCA
LGN

Waratah Capital Advisors’s Legence Corp LGN Stock Holding History

Waratah Capital Advisors’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 		$3.86M Sell
68,315
-17,287
-20% -$871K 0.15% 83
2025
Q4 		$3.68M Buy
+85,602
New +$3.38M 0.12% 108

Other funds holding LGN

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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Waratah Capital Advisors's LGN Position: Q1 2026 in Review

Waratah Capital Advisors reduced its Legence Corp (LGN) stake by 20% in Q1 2026, selling an estimated $871K and leaving 68,315 shares worth $3.86M. The position accounts for 0.15% of the portfolio, ranked #83.

Waratah Capital Advisors first reported a position in LGN in Q4 2025 and has held it in 2 quarters since. 197 funds tracked by Wall St. Rank hold LGN as of Q1 2026.

  • Waratah Capital Advisors held 68,315 shares of Legence Corp worth $3.86M as of Q1 2026.
  • Waratah Capital Advisors sold 17,287 Legence Corp shares in Q1 2026, an estimated $871K.
  • Legence Corp made up 0.15% of Waratah Capital Advisors's portfolio in Q1 2026, its #83 holding.
  • Waratah Capital Advisors first reported a position in Legence Corp in Q4 2025 and has held it in 2 quarters since.
  • 197 funds tracked by Wall St. Rank held Legence Corp as of Q1 2026.

Based on Waratah Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.