Munro Partners

Position in LGN — Legence Corp.

CIK 1768744 MELBOURNE, C3

Position in LGN

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$42,222,594

-$17,888,877 QoQ

Shares Held

747,832

-46.5% QoQ

Ownership

0.692%

of shares outstanding

% of Portfolio

1.48%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

Munro Partners holds $224,585,299 across 7 Engineering & Construction names. LGN ranks #3 (18.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STRL	Sterling Infrastructure, Inc.	164,995	$67,197,513
2	PWR	Quanta Services, Inc.	90,002	$49,412,898
3	LGN	Legence Corp. This page	747,832	$42,222,594
4	FIX	Comfort Systems USA Inc	20,704	$28,550,608
5	PRIM	Primoris Services Corp	112,170	$16,044,796
6	ROAD	Construction Partners, Inc.	125,575	$13,953,894
7	AGX	Argan Inc	13,225	$7,202,996

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$42,222,594	747,832	-46.5%	Shares	Sole	2026-05-06
2025-12-31	$60,111,471	1,396,642	+1875.9%	Shares	Sole	2026-02-17
2025-09-30	$2,177,804	70,685	—	Shares	Sole	2025-10-15
No filing history on record for this holder in this stock.