LGN
Legence Corp. Class A Common stock · Industrials · Engineering & Construction
Señales de momentum (gestores comparables):
amplitud de titulares +30.0% ·
flujo de acciones +30.0% ·
nuevas posiciones netas +20.0%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 99 | +17 | 41.97M | $3.54B | +20 | −2 |
| Q1 2026 | 84 | +13 | 30.84M | $1.74B | +16 | −4 |
| Q4 2025 | 72 | 0 | 30.45M | $1.31B | +5 | −4 |
| Q3 2025 | 15 | +13 | 11.08M | $341.46M | +13 | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 6.55M | Nuevo | $201.68M | 0.0% | New | 1 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 6.55M | Nuevo | $201.68M | 0.0% | New | 1 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 6.55M | Nuevo | $201.68M | 0.0% | New | 1 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 6.55M | Nuevo | $201.68M | 0.0% | New | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (pasivo) | 1.81M | Nuevo | $55.84M | 0.0% | New | 1 | SEC ↗ |
| 6 | The Vanguard Group ✦ (pasivo) | 1.81M | Nuevo | $55.84M | 0.0% | New | 1 | SEC ↗ |
| 7 | The Vanguard Group ✦ (pasivo) | 1.81M | Nuevo | $55.84M | 0.0% | New | 1 | SEC ↗ |
| 8 | Adage Capital Partners ✦ | 1.05M | Nuevo | $32.26M | 0.1% | New | 1 | SEC ↗ |
| 9 | Point72 Asset Management ✦ | 425.60K | Nuevo | $13.11M | 0.0% | New | 1 | SEC ↗ |
| 10 | Millennium Management ✦ | 277.89K | Nuevo | $8.56M | 0.0% | New | 1 | SEC ↗ |
| 11 | Marshall Wace ✦ | 243.56K | Nuevo | $7.50M | 0.0% | New | 1 | SEC ↗ |
| 12 | Marshall Wace ✦ | 243.56K | Nuevo | $7.50M | 0.0% | New | 1 | SEC ↗ |
| 13 | Marshall Wace ✦ | 243.56K | Nuevo | $7.50M | 0.0% | New | 1 | SEC ↗ |
| 14 | Oaktree Capital Management ✦ | 175.00K | Nuevo | $5.39M | 0.1% | New | 1 | SEC ↗ |
| 15 | Soros Fund Management ✦ | 133.65K | Nuevo | $4.12M | 0.1% | New | 1 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 130.07K | — | $4.01M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | D. E. Shaw & Co. ✦ | 107.00K | Nuevo | $3.30M | 0.0% | New | 1 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 100.00K | Nuevo | $3.08M | 0.0% | New | 1 | SEC ↗ |
| 19 | Geode Capital Management ✦ (pasivo) | 46.49K | Nuevo | $1.43M | 0.0% | New | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 29.35K | — | $904,273 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 29.35K | — | $904,273 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Two Sigma Investments ✦ | 8.50K | Nuevo | $261,885 | 0.0% | New | 1 | SEC ↗ |
| 23 | BlackRock ✦ (pasivo) | 53 | Nuevo | $1,631 | 0.0% | New | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Fidelity (FMR) | $201.68M | 0.0% |
| Fidelity (FMR) | $201.68M | 0.0% |
| Fidelity (FMR) | $201.68M | 0.0% |
| Fidelity (FMR) | $201.68M | 0.0% |
| The Vanguard Group | $55.84M | 0.0% |
| The Vanguard Group | $55.84M | 0.0% |
| The Vanguard Group | $55.84M | 0.0% |
| Adage Capital Partners | $32.26M | 0.1% |
| Point72 Asset Management | $13.11M | 0.0% |
| Millennium Management | $8.56M | 0.0% |
| Marshall Wace | $7.50M | 0.0% |
| Marshall Wace | $7.50M | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 196 tenedores, 72.19M acciones, $4.00B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.