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Legence Corp.

LGN Industrials
$85.79 +$5.05 (6.25%)
Market Cap: $10.09 B
Gurus Holding
4
Popularity Rank
#2579
% of Shares Held
0.76%
Net Activity (Q4 2025)
+$7.58 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 Q4 2025, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $76.59 M.

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

Institutional sentiment is currently Bullish. This is evidenced by a $7.58 M net inflow during the quarter.

Recent activity highlights Chuck Royce who increased their stake by 955.5%. Conversely, Steven Cohen reduced exposure by 72.5%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$26.47 M
Total Buy Value
New Buys 1
Additions 1
-$18.88 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
2

FAQs for Legence Corp. (LGN)

Major holders include Chuck Royce ($14.54 M), Renaissance Technologies (RenTech) ($13.3 M), George Soros ($5.53 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 892,760 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $7.58 M, with 2 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited LGN. The total reported sell value was $18.88 M.

Yes, 1 managers opened new positions in LGN, and 1 increased their existing holdings. The total reported buy value was $26.47 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.15% Add 955.5% 337,875 $14.54 M Q4 2025
0.02% New Buy 309,085 $13.3 M Q4 2025
0.06% Reduce -3.8% 128,560 $5.53 M Q4 2025
0.01% Reduce -72.5% 117,240 $5.05 M Q4 2025
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