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LGN position history

The shares of Legence (LGN) that Value Aligned Research Advisors, LLC reported in each quarter’s 13F.

Equity, CL A

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q3: 400,264 shares, $12M, 0.17% of portfolio, New
  2. 2025 Q4: 251,681 shares, $11M, 0.11% of portfolio, Reduce −37.1%
  3. 2026 Q1: 308,141 shares, $17M, 0.08% of portfolio, Add +22.4%
  4. 2026 Q2: 692,150 shares, $59M, 0.15% of portfolio, Add +124.6%
Holdings date Value % of holdings Shares Filing date All 13F holders