LGN in the 13F filings
Legence Corp · CUSIP 52476L109
New listing in Q3 2025· first held by a tracked manager this quarter, so its new positions are allocations rather than a turn towards it
- Quarter end
- 30 Sep 2025
- the date the book describes
- Filed
- 14 Nov 2025
- latest of these filings; the earliest 29 Oct 2025
- Managers listing it
- 7
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q2 2025 and Q3 2025; 0 listed it in both
- Shares listed
- 5,089,545
- combined, among listed positions
- Reported value
- $157m
- combined, at the quarter end
Among the 95 comparable managers: 7 buyers (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +5,089,545.
Managers listing LGN in Q3 2025
7 of 7 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| MFS Investment Management | 2,383,547 | $73m | under 0.1% | New | new | 29 Oct 2025 (the filing on sec.gov) |
| Janus Henderson Group Ltd | 1,927,182 | $59m | under 0.1% | New | new | 14 Nov 2025 (the filing on sec.gov) |
| Schonfeld Strategic Advisors LLC | 270,166 | $8.3m | under 0.1% | New | new | 14 Nov 2025 (the filing on sec.gov) |
| Oaktree Capital Management LP | 175,000 | $5.4m | 0.08% | New | new | 13 Nov 2025 (the filing on sec.gov) |
| Davidson Kempner Capital Management LP | 150,000 | $4.6m | 0.06% | New | new | 14 Nov 2025 (the filing on sec.gov) |
| Soros Fund Management LLC | 133,650 | $4.1m | 0.06% | New | new | 14 Nov 2025 (the filing on sec.gov) |
| Discovery Capital Management LLC | 50,000 | $1.5m | 0.08% | New | new | 14 Nov 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- MFS Investment Managementnew position · 2,383,547 shares now+2,383,547
- Janus Henderson Group Ltdnew position · 1,927,182 shares now+1,927,182
- Schonfeld Strategic Advisors LLCnew position · 270,166 shares now+270,166
- Oaktree Capital Management LPnew position · 175,000 shares now+175,000
- Davidson Kempner Capital Management LPnew position · 150,000 shares now+150,000
Reductions
No reduction among listed positions.
New positions and exits
New (7)
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q3 2025 | 7 | $157m | 7 | 0 |
| Q4 2025 | 7 | $304m | 12 | 18 |
| Q1 2026 | 6 | $399m | 9 | 16 |
| Q2 2026 | 11 | $647m | 20 | 8 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
LGN and KLAC →LGN and GE →LGN and LRCX →Choose a stock to compare with LGN →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own LGN, latest filings →Back to the 13F Explorer →