YCM
LGN

Yaupon Capital Management’s Legence Corp LGN Stock Holding History

Yaupon 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 		$53.5M Buy
+627,256
New +$51.1M 1.05% 24
2026
Q1 		– Sell
-399,817
Closed -$17.2M – 144
2025
Q4 		$17.2M Sell
399,817
-225,183
-36% -$8.9M 0.62% 56
2025
Q3 		$19.3M Buy
+625,000
New +$19.7M 0.74% 47

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

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

Yaupon Capital Management opened a new position in Legence Corp (LGN) in Q2 2026: 627,256 shares worth $53.5M. The stake represents 1.05% of the portfolio and ranks #24 among its holdings. This is a return to the name: Yaupon Capital Management previously reported a position in LGN as recently as Q4 2025.

Yaupon Capital Management first reported a position in LGN in Q3 2025 and has held it in 3 quarters since. 268 funds tracked by Wall St. Rank hold LGN as of Q2 2026.

  • Yaupon Capital Management held 627,256 shares of Legence Corp worth $53.5M as of Q2 2026.
  • Legence Corp was a new Yaupon Capital Management position in Q2 2026.
  • Legence Corp made up 1.05% of Yaupon Capital Management's portfolio in Q2 2026, its #24 holding.
  • Yaupon Capital Management first reported a position in Legence Corp in Q3 2025 and has held it in 3 quarters since.
  • 268 funds tracked by Wall St. Rank held Legence Corp as of Q2 2026.

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