Zimmer Partners’s Legence Corp LGN Stock Holding History

Zimmer Partners’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
2025 Q4	–	Sell	-600,000	Closed	-$18.5M	–	183
2025 Q3	$18.5M	Buy	+600,000	New	+$18.9M	0.4%	55

Other funds holding LGN

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Munro Partners Melbourne, Australia $2.95B AUM 68.18% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Zimmer Partners's LGN Position: Q4 2025 in Review

Zimmer Partners sold out of Legence Corp (LGN) in Q4 2025, closing a stake of 600,000 shares — an estimated $18.5M sold.

Zimmer Partners first reported a position in LGN in Q3 2025 and held it in 1 quarter. The position peaked at $18.5M in Q3 2025. 169 funds tracked by Wall St. Rank hold LGN as of Q4 2025.

Zimmer Partners reported no remaining Legence Corp position as of Q4 2025 after selling out during the quarter.
Zimmer Partners sold 600,000 Legence Corp shares in Q4 2025, an estimated $18.5M.
Zimmer Partners first reported a position in Legence Corp in Q3 2025 and held it in 1 quarter.
Zimmer Partners's Legence Corp position peaked at $18.5M in Q3 2025.
169 funds tracked by Wall St. Rank held Legence Corp as of Q4 2025.

Based on Zimmer Partners's 13F filing for Q4 2025, filed 17 Feb 2026.