Value Aligned Research Advisors, LLC

Position in LGN — Legence Corp.

CIK 1963565 PRINCETON, NJ

Position in LGN

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$58,991,944

+$41,594,304 QoQ

Shares Held

692,150

+124.6% QoQ

Ownership

0.640%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#30

of 263 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Value Aligned Research Advisors, LLC holds $893,809,090 across 4 Engineering & Construction names. LGN ranks #4 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FIX	Comfort Systems USA Inc	243,607	$482,816,893
2	EME	EMCOR Group, Inc.	349,960	$290,424,804
3	STRL	Sterling Infrastructure, Inc.	73,360	$61,575,449
4	LGN	Legence Corp. This page	692,150	$58,991,944

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$58,991,944	692,150	+124.6%	Shares	Sole	2026-08-17
2026-03-31	$17,397,640	308,141	+22.4%	Shares	Sole	2026-05-18
2025-12-31	$10,832,350	251,681	+22.6%	Shares	Sole	2026-02-17
2025-09-30	$6,323,875	205,254	—	Shares	Sole	2025-12-03
No filing history on record for this holder in this stock.