Goodlander Investment Management, LLC

Position in LGN — Legence Corp.

CIK 2018973 DALLAS, TX

Position in LGN

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

Position Value

$33,239,700

+$8,961,900 QoQ

Shares Held

390,000

-9.3% QoQ

Ownership

0.361%

of shares outstanding

% of Portfolio

10.03%

of 13F equity value

Holder Rank

#52

of 263 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Goodlander Investment Management, LLC holds $118,546,950 across 3 Engineering & Construction names. LGN ranks #3 (28.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTZ	Mastec Inc	105,000	$43,686,300
2	FIX	Comfort Systems USA Inc	21,000	$41,620,950
3	LGN	Legence Corp. This page	390,000	$33,239,700

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,239,700	390,000	-9.3%	Shares	Sole	2026-08-14
2026-03-31	$24,277,800	430,000	—	Shares	Sole	2026-05-18
No filing history on record for this holder in this stock.