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Legence Corp.

LGN Industrials
$85.12 +$4.43 (5.49%)
Market Cap: $9.2 B
Gurus Holding
3
Popularity Rank
#2976
% of Shares Held
1.00%
Net Activity (Q1 2026)
+$12.1 M

Guru Ownership Trend

Guru Analysis for Legence Corp. (LGN)

Legence Corp. (LGN), a key player in the Industrials sector, continues to attract institutional attention.

As of Q1 2026, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $91.86 M.

Top institutional holders include Renaissance Technologies (RenTech) and Chuck Royce.

Institutional sentiment is currently Bullish. This is evidenced by a $12.1 M net inflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who increased their stake by 87.6%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$17.15 M
Total Buy Value
New Buys 0
Additions 3
-$5.05 M
Total Sell Value
Reductions 0
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
1
Net Buyers
3

FAQs for Legence Corp. (LGN)

Major holders include Renaissance Technologies (RenTech) ($32.73 M), Chuck Royce ($20.71 M), George Soros ($7.49 M). According to the latest reported data, 3 tracked investment managers collectively hold approximately 1.08 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $12.1 M, with 3 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 0 managers trimmed their positions, while 1 fully exited LGN. The total reported sell value was $5.05 M.

Yes, 0 managers opened new positions in LGN, and 3 increased their existing holdings. The total reported buy value was $17.15 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.05% Add 87.6% 579,700 $32.73 M Q1 2026
0.20% Add 8.6% 366,853 $20.71 M Q1 2026
0.08% Add 3.2% 132,654 $7.49 M Q1 2026
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