Yaupon Capital Management LP

Position in LGN — Legence Corp.

CIK 1755028 NEW YORK, NY

Position in LGN

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

Position Value

$53,461,028

+$36,252,905 QoQ

Shares Held

627,256

+56.9% QoQ

Ownership

0.580%

of shares outstanding

% of Portfolio

1.78%

of 13F equity value

Holder Rank

#35

of 263 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Yaupon Capital Management LP holds $92,054,424 across 3 Engineering & Construction names. LGN ranks #1 (58.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LGN	Legence Corp. This page	627,256	$53,461,028
2	PRIM	Primoris Services Corp	366,972	$36,374,264
3	CDLR	Cadeler A/S	101,284	$2,219,132

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$53,461,028	627,256	+56.9%	Shares	Sole	2026-08-14
2025-12-31	$17,208,123	399,817	-36.0%	Shares	Sole	2026-02-17
2025-09-30	$19,256,250	625,000	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.