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Capelight Capital Asset Management LP → LGN

Capelight Capital Asset Management LP LGN Position History

Legence Corp. • Industrials

Quarters held
6
Latest value
$9.4M
Q3 2026
Peak value
$14.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4.1M
Q4 2025$4.1M
Q1 2026$8.8M
Q1 2026$8.8M
Q2 2026$14.1M
Q3 2026$9.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$9.4M175.5K——
Q2 2026$14.1M165.0K——
Q1 2026$8.8M155.0K——
Q1 2026$8.8M155.0K——
Q4 2025$4.1M95.0K——
Q4 2025$4.1M95.0K——

Other funds holding LGN

Other Capelight Capital Asset Management LP positions

SNDK

SANDISK CORP

$40.9M
SNDK

SANDISK CORP

$31.3M
CORZR

CORE SCIENTIFIC INC NEW

$19.2M
CORZR

CORE SCIENTIFIC INC NEW

$15.1M
NET

CLOUDFLARE INC

$13.9M
MGPI

M/I HOMES INC

$12.9M
AMAT

APPLIED MATLS INC

$12.3M
QQQ

INVESCO QQQ TR

$12.3M