Filed: 5/14/2026ACC: 0001821268-26-000085
📋 What this filing means
LEGATO CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 726 equity positions with a total reported market value of $1.10B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
726
Positions
$1.10B
Total AUM (reported)
26.65M
Total Shares
Allocation by class
COM$1.10B100.0%
Portfolio Concentration
Top 3$48.06M4.4%
4–10$78.32M7.1%
11–25$105.39M9.6%
Rest$867.12M78.9%
Top 3 weight
4.4%
Top 10 weight
11.5%
Voting Authority Distribution
Total shares with voting rights: 0.00
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other726
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings726
Rows:
ARGAN INC
OTRShares33.12K
TypeSH
Market value$18.04M
1.64%
Sole
0.00
Shared
0.00
None
0.00
APPLE INC
OTRShares59.23K
TypeSH
Market value$15.03M
1.37%
Sole
0.00
Shared
0.00
None
0.00
BROADCOM INC
OTRShares48.44K
TypeSH
Market value$14.99M
1.36%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORP
OTRShares78.86K
TypeSH
Market value$13.75M
1.25%
Sole
0.00
Shared
0.00
None
0.00
STONEX GROUP INC
OTRShares168.30K
TypeSH
Market value$13.57M
1.24%
Sole
0.00
Shared
0.00
None
0.00
IES HOLDINGS INC
OTRShares27.46K
TypeSH
Market value$13.08M
1.19%
Sole
0.00
Shared
0.00
None
0.00
VSE CORP
OTRShares61.73K
TypeSH
Market value$11.38M
1.04%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC CLASS A
OTRShares32.80K
TypeSH
Market value$9.43M
0.86%
Sole
0.00
Shared
0.00
None
0.00
STERLING CONSTRUCTION CO
OTRShares21.70K
TypeSH
Market value$8.84M
0.80%
Sole
0.00
Shared
0.00
None
0.00
BGC GROUP INC CL A
OTRShares844.73K
TypeSH
Market value$8.26M
0.75%
Sole
0.00
Shared
0.00
None
0.00
AMAZON.COM INC
OTRShares38.64K
TypeSH
Market value$8.05M
0.73%
Sole
0.00
Shared
0.00
None
0.00
TRIUMPH BANCORP INC
OTRShares132.71K
TypeSH
Market value$7.92M
0.72%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP
OTRShares21.11K
TypeSH
Market value$7.81M
0.71%
Sole
0.00
Shared
0.00
None
0.00
MODINE MANUFACTURING CO
OTRShares35.22K
TypeSH
Market value$7.63M
0.69%
Sole
0.00
Shared
0.00
None
0.00
KRATOS DEFENSE & SECURITY SOLU
OTRShares104.19K
TypeSH
Market value$7.35M
0.67%
Sole
0.00
Shared
0.00
None
0.00
LSI INDS INC
OTRShares392.91K
TypeSH
Market value$7.31M
0.67%
Sole
0.00
Shared
0.00
None
0.00
EPLUS INC
OTRShares94.40K
TypeSH
Market value$7.10M
0.65%
Sole
0.00
Shared
0.00
None
0.00
LINCOLN EDUCATIONAL SERVICES
OTRShares173.56K
TypeSH
Market value$7.06M
0.64%
Sole
0.00
Shared
0.00
None
0.00
UFP TECHNOLOGIES INC
OTRShares35.72K
TypeSH
Market value$6.92M
0.63%
Sole
0.00
Shared
0.00
None
0.00
NETFLIX COM INC
OTRShares70.28K
TypeSH
Market value$6.76M
0.61%
Sole
0.00
Shared
0.00
None
0.00
INSMED INC
OTRShares39.55K
TypeSH
Market value$6.47M
0.59%
Sole
0.00
Shared
0.00
None
0.00
WINMARK CORP
OTRShares14.91K
TypeSH
Market value$6.38M
0.58%
Sole
0.00
Shared
0.00
None
0.00
ANALOG DEVICES INC
OTRShares19.77K
TypeSH
Market value$6.29M
0.57%
Sole
0.00
Shared
0.00
None
0.00
BWX TECHNOLOGIES INC
OTRShares30.54K
TypeSH
Market value$6.24M
0.57%
Sole
0.00
Shared
0.00
None
0.00
AGILYSYS INC
OTRShares85.88K
TypeSH
Market value$6.11M
0.56%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ARGAN INCOTR | COM | 33.12K | SH | $18.04M 1.64% | 0.00 | 0.00 | 0.00 |
APPLE INCOTR | COM | 59.23K | SH | $15.03M 1.37% | 0.00 | 0.00 | 0.00 |
BROADCOM INCOTR | COM | 48.44K | SH | $14.99M 1.36% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPOTR | COM | 78.86K | SH | $13.75M 1.25% | 0.00 | 0.00 | 0.00 |
STONEX GROUP INCOTR | COM | 168.30K | SH | $13.57M 1.24% | 0.00 | 0.00 | 0.00 |
IES HOLDINGS INCOTR | COM | 27.46K | SH | $13.08M 1.19% | 0.00 | 0.00 | 0.00 |
VSE CORPOTR | COM | 61.73K | SH | $11.38M 1.04% | 0.00 | 0.00 | 0.00 |
ALPHABET INC CLASS AOTR | COM | 32.80K | SH | $9.43M 0.86% | 0.00 | 0.00 | 0.00 |
STERLING CONSTRUCTION COOTR | COM | 21.70K | SH | $8.84M 0.80% | 0.00 | 0.00 | 0.00 |
BGC GROUP INC CL AOTR | COM | 844.73K | SH | $8.26M 0.75% | 0.00 | 0.00 | 0.00 |
AMAZON.COM INCOTR | COM | 38.64K | SH | $8.05M 0.73% | 0.00 | 0.00 | 0.00 |
TRIUMPH BANCORP INCOTR | COM | 132.71K | SH | $7.92M 0.72% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPOTR | COM | 21.11K | SH | $7.81M 0.71% | 0.00 | 0.00 | 0.00 |
MODINE MANUFACTURING COOTR | COM | 35.22K | SH | $7.63M 0.69% | 0.00 | 0.00 | 0.00 |
KRATOS DEFENSE & SECURITY SOLUOTR | COM | 104.19K | SH | $7.35M 0.67% | 0.00 | 0.00 | 0.00 |
LSI INDS INCOTR | COM | 392.91K | SH | $7.31M 0.67% | 0.00 | 0.00 | 0.00 |
EPLUS INCOTR | COM | 94.40K | SH | $7.10M 0.65% | 0.00 | 0.00 | 0.00 |
LINCOLN EDUCATIONAL SERVICESOTR | COM | 173.56K | SH | $7.06M 0.64% | 0.00 | 0.00 | 0.00 |
UFP TECHNOLOGIES INCOTR | COM | 35.72K | SH | $6.92M 0.63% | 0.00 | 0.00 | 0.00 |
NETFLIX COM INCOTR | COM | 70.28K | SH | $6.76M 0.61% | 0.00 | 0.00 | 0.00 |
INSMED INCOTR | COM | 39.55K | SH | $6.47M 0.59% | 0.00 | 0.00 | 0.00 |
WINMARK CORPOTR | COM | 14.91K | SH | $6.38M 0.58% | 0.00 | 0.00 | 0.00 |
ANALOG DEVICES INCOTR | COM | 19.77K | SH | $6.29M 0.57% | 0.00 | 0.00 | 0.00 |
BWX TECHNOLOGIES INCOTR | COM | 30.54K | SH | $6.24M 0.57% | 0.00 | 0.00 | 0.00 |
AGILYSYS INCOTR | COM | 85.88K | SH | $6.11M 0.56% | 0.00 | 0.00 | 0.00 |
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