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
2026 Q2	$10.7M	Buy	+125,000	New	+$10.2M	0.25%	76

Other funds holding LGN

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Zimmer Partners's LGN Position: Q2 2026 in Review

Zimmer Partners opened a new position in Legence Corp (LGN) in Q2 2026: 247,500 shares worth $21.1M. The stake represents 0.49% of the portfolio and ranks #53 among its holdings. This is a return to the name: Zimmer Partners previously reported a position in LGN as recently as Q3 2025.

Zimmer Partners first reported a position in LGN in Q3 2025 and has held it in 2 quarters since. 267 funds tracked by Wall St. Rank hold LGN as of Q2 2026.

Zimmer Partners held 247,500 shares of Legence Corp worth $21.1M as of Q2 2026.
Legence Corp was a new Zimmer Partners position in Q2 2026.
Legence Corp made up 0.49% of Zimmer Partners's portfolio in Q2 2026, its #53 holding.
Zimmer Partners first reported a position in Legence Corp in Q3 2025 and has held it in 2 quarters since.
267 funds tracked by Wall St. Rank held Legence Corp as of Q2 2026.

Based on Zimmer Partners's 13F filing for Q2 2026, filed 14 Aug 2026.