Legato Capital Management
Legato Capital Management reported 678 stocks worth $1.2B in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are AGX (2.0%), SNEX (1.3%) and IESC (1.3%). Compared with Q1 2026, the fund opened new positions in ECVT, XMTR and MXL, added to AGYS, LYTS and LINC, trimmed AGX, SNEX and IESC and sold out of TRIP, PKG and SWK.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AGX Argan Inc | $23.8M | 2.0% | 30K | −3,361 (−10%) | 8 of 8 | |
| 2 |  SNEX Stonex Group Inc | $16.1M | 1.3% | 135K | −33K (−20%) | 8 of 8 | |
| 3 |  IESC Ies Hldgs Inc | $15.7M | 1.3% | 21K | −6,150 (−22%) | 8 of 8 | |
| 4 |  AGYS Agilysys Inc | $14.7M | 1.2% | 141K | +55K (+64%) | 8 of 8 | |
| 5 |  VSEC Vse Corp | $13.3M | 1.1% | 58K | −3,648 (−6%) | 8 of 8 | |
| 6 |  AVGO Broadcom Inc | $11.8M | 1.0% | 31K | −17K (−36%) | 8 of 8 | |
| 7 |  NVDA Nvidia Corporation | $11M | 0.9% | 55K | −24K (−30%) | 8 of 8 | |
| 8 |  LYTS Lsi Inds Inc Ohio | $10.5M | 0.9% | 396K | +2,689 (+1%) | 8 of 8 | |
| 9 |  AAPL Apple Inc | $10.4M | 0.9% | 36K | −23K (−39%) | 8 of 8 | |
| 10 |  TFIN Triumph Financial Inc | $10.1M | 0.8% | 133K | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 TRIP Tripadvisor Inc | $3.9M | 363K |
 PKG Packaging Corp Amer | $3.6M | 17K |
 SWK STANLEY BLACK & DECKER INC | $3.5M | 49K |
 EMBJ Embraer S.a. | $3M | 51K |
 NOMD Nomad Foods Ltd Usd Ord Shs | $2.6M | 272K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 6, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Legato Capital Management 13F FAQ
What does Legato Capital Management own?
Legato Capital Management reported 678 stocks worth $1.2B in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are AGX (2.0%), SNEX (1.3%) and IESC (1.3%). The table above lists every position in the filing (the top 10 without an account).
What did Legato Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 145 new positions, 232 added to, 231 trimmed and 193 sold out. New positions include ECVT, XMTR and MXL. It sold all of TRIP, PKG and SWK.
When will Legato Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Legato Capital Management's portfolio worth?
The Q2 2026 filing reports $1.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.