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
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

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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 $298B AUM 21.96% 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

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

Yaupon Capital Management sold out of Legence Corp (LGN) in Q1 2026, closing a stake of 399,817 shares — an estimated $17.2M sold.

Yaupon Capital Management first reported a position in LGN in Q3 2025 and held it in 2 quarters. The position peaked at $19.3M in Q3 2025. 197 funds tracked by Wall St. Rank hold LGN as of Q1 2026.

  • Yaupon Capital Management reported no remaining Legence Corp position as of Q1 2026 after selling out during the quarter.
  • Yaupon Capital Management sold 399,817 Legence Corp shares in Q1 2026, an estimated $17.2M.
  • Yaupon Capital Management first reported a position in Legence Corp in Q3 2025 and held it in 2 quarters.
  • Yaupon Capital Management's Legence Corp position peaked at $19.3M in Q3 2025.
  • 197 funds tracked by Wall St. Rank held Legence Corp as of Q1 2026.

Based on Yaupon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.