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Portfolio (Quarterly) Guide ↗

Legato Capital Management LLC

· CIK 0001442641
13F Portfolio $1.1B AUM 726 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 152 New 204 Added 290 Reduced 176 Exited
Page 25 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 CPRX CATALYST PHARMACEUTICAL PARTNE Healthcare 24,889.0 $616K 0.06% -34K -57.6% $24.76 +26.5%
482 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 20,214.0 $616K 0.06% NEW $30.48 +24.0%
483 LIND LINDBLAD EXPEDITIONS HOLDINGS Consumer Cyclical 35,512.0 $614K 0.06% NEW $17.30 +23.5%
484 CAT CATERPILLAR INC Industrials 864.0 $612K 0.06% -70.0 -7.5% $708.46 +28.2%
485 GVA GRANITE CONSTRUCTION INC. Industrials 5,085.0 $610K 0.06% +1K +27.9% $119.88 +11.4%
486 GENC GENCOR INDUSTRIES INC Industrials 40,578.0 $609K 0.06% -576.0 -1.4% $15.00 -3.1%
487 OSG OCTAVE SPECIALTY GROUP INC Financial Services 130,760.0 $608K 0.06% -2K -1.4% $4.65 +19.1%
488 DBX DROPBOX INC CL A Technology 26,738.0 $607K 0.06% -56K -67.5% $22.72 +16.6%
489 DOX AMDCOS LIMITED Technology 9,292.0 $606K 0.06% -19K -67.2% $65.26 -4.8%
490 TILE INTERFACE INC Consumer Cyclical 24,249.0 $604K 0.06% NEW $24.92 +17.8%
491 SONO SONOS INC Technology 45,095.0 $604K 0.06% NEW $13.40 +21.1%
492 GLOBUS MEDICAL INC 7,009.0 $604K 0.06% -16K -69.8% $86.16
493 ACI ALBERTSONS COMPANIES INC Consumer Defensive 35,423.0 $604K 0.06% -54K -60.6% $17.04 -7.7%
494 LSTR LANDSTAR SYS INC Industrials 3,742.0 $600K 0.06% -6K -61.5% $160.31 +26.1%
495 CCS CENTURY COMMUNITIES INC Consumer Cyclical 10,446.0 $599K 0.06% +2K +17.4% $57.38 -7.9%
496 VST VISTRA CORP Utilities 3,974.0 $597K 0.05% -1K -25.8% $150.33 +4.0%
497 BLDR BUILDERS FIRSTSOURCE INC Industrials 7,256.0 $597K 0.05% -16K -68.6% $82.33 -9.6%
498 BDSX BIODESIX INC Healthcare 41,174.0 $597K 0.05% NEW $14.50 +2.1%
499 AMBP ARDAGH METAL PACKAGING SA Consumer Cyclical 147,030.0 $595K 0.05% NEW $4.05 +0.7%
500 ATMU ATMUS FILTRATION TECHNOLOGIES Industrials 10,483.0 $595K 0.05% +2K +24.0% $56.77 -11.7%
Page 25 of 37  ·  726 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.7%
Industrials 19.3%
Healthcare 15.8%
Financial Services 12.6%
Consumer Cyclical 10.2%
Communication Services 4.2%
Consumer Defensive 4.1%
Energy 3.6%
Basic Materials 2.3%
Utilities 2.2%