Zimmer Partners, LP

Position in LGN — Legence Corp.

CIK 1565854 NEW YORK, NY

Back to LGN Full portfolio

Position in LGN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$21,094,425

+$2,608,425 QoQ

Shares Held

247,500

-58.8% QoQ

Ownership

0.229%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#67

of 263 holders

Holding Since

Sep 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in LGN Over Time

Shares Held

Position Value (USD)

Derivatives in LGN

reported options exposure · as of Jun 30, 2026

CallValue

CallShares

PutValue

$10,653,750

PutShares

125,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Engineering & Construction

Industrials · as of Jun 30, 2026

Zimmer Partners, LP holds $98,858,865 across 5 Engineering & Construction names. LGN ranks #3 (21.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTZ	Mastec Inc	85,000	$35,365,100
2	EME	EMCOR Group, Inc.	27,500	$22,821,700
3	LGN	Legence Corp. This page	247,500	$21,094,425
4	PRIM	Primoris Services Corp	159,500	$15,809,640
5	CDNL	Cardinal Infrastructure Group Inc.	40,000	$3,768,000

All Filings in LGN

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,653,750	125,000	—	Put	Sole	2026-08-14
2026-06-30	$21,094,425	247,500	-58.8%	Shares	Sole	2026-08-14
2025-09-30	$18,486,000	600,000	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.