Filed: 8/6/2026ACC: 0001821268-26-000123
📋 What this filing means
LEGATO CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 678 equity positions with a total reported market value of $1.21B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
678
Positions
$1.21B
Total AUM (reported)
28.83M
Total Shares
Allocation by class
COM$1.21B100.0%
Portfolio Concentration
Top 3$55.47M4.6%
4–10$81.87M6.8%
11–25$116.46M9.7%
Rest$953.02M79.0%
Top 3 weight
4.6%
Top 10 weight
11.4%
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
Other678
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings678
Rows:
ARGAN INC
OTRShares29.76K
TypeSH
Market value$23.76M
1.97%
Sole
0.00
Shared
0.00
None
0.00
STONEX GROUP INC
OTRShares135.46K
TypeSH
Market value$16.05M
1.33%
Sole
0.00
Shared
0.00
None
0.00
IES HOLDINGS INC
OTRShares21.31K
TypeSH
Market value$15.65M
1.30%
Sole
0.00
Shared
0.00
None
0.00
AGILYSYS INC
OTRShares141.06K
TypeSH
Market value$14.74M
1.22%
Sole
0.00
Shared
0.00
None
0.00
VSE CORP
OTRShares58.08K
TypeSH
Market value$13.27M
1.10%
Sole
0.00
Shared
0.00
None
0.00
BROADCOM INC
OTRShares31.15K
TypeSH
Market value$11.77M
0.98%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORP
OTRShares55K
TypeSH
Market value$11.01M
0.91%
Sole
0.00
Shared
0.00
None
0.00
LSI INDS INC
OTRShares395.60K
TypeSH
Market value$10.52M
0.87%
Sole
0.00
Shared
0.00
None
0.00
APPLE INC
OTRShares36.08K
TypeSH
Market value$10.44M
0.87%
Sole
0.00
Shared
0.00
None
0.00
TRIUMPH BANCORP INC
OTRShares132.71K
TypeSH
Market value$10.13M
0.84%
Sole
0.00
Shared
0.00
None
0.00
UFP TECHNOLOGIES INC
OTRShares35.30K
TypeSH
Market value$9.36M
0.78%
Sole
0.00
Shared
0.00
None
0.00
LINCOLN EDUCATIONAL SERVICES
OTRShares183.07K
TypeSH
Market value$9.14M
0.76%
Sole
0.00
Shared
0.00
None
0.00
BGC GROUP INC CL A
OTRShares847.99K
TypeSH
Market value$9.06M
0.75%
Sole
0.00
Shared
0.00
None
0.00
MODINE MANUFACTURING CO
OTRShares33.63K
TypeSH
Market value$8.98M
0.74%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP
OTRShares20.85K
TypeSH
Market value$7.78M
0.64%
Sole
0.00
Shared
0.00
None
0.00
NB BANCORP INC
OTRShares366.09K
TypeSH
Market value$7.74M
0.64%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC CLASS A
OTRShares21.47K
TypeSH
Market value$7.67M
0.64%
Sole
0.00
Shared
0.00
None
0.00
WINMARK CORP
OTRShares17.93K
TypeSH
Market value$7.58M
0.63%
Sole
0.00
Shared
0.00
None
0.00
OIL DRI CORP OF AMERICA
OTRShares73.46K
TypeSH
Market value$7.51M
0.62%
Sole
0.00
Shared
0.00
None
0.00
EPLUS INC
OTRShares86.45K
TypeSH
Market value$7.20M
0.60%
Sole
0.00
Shared
0.00
None
0.00
FIRSTSERVICE CORPORATION
OTRShares49.91K
TypeSH
Market value$7.09M
0.59%
Sole
0.00
Shared
0.00
None
0.00
GRAHAM CORP
OTRShares56.30K
TypeSH
Market value$6.97M
0.58%
Sole
0.00
Shared
0.00
None
0.00
MIRUM PHARMACEUTICALS INC COM
OTRShares58.51K
TypeSH
Market value$6.85M
0.57%
Sole
0.00
Shared
0.00
None
0.00
CECO ENVIRONMENTAL CORP
OTRShares74.67K
TypeSH
Market value$6.78M
0.56%
Sole
0.00
Shared
0.00
None
0.00
COHU INC
OTRShares91.45K
TypeSH
Market value$6.76M
0.56%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ARGAN INCOTR | COM | 29.76K | SH | $23.76M 1.97% | 0.00 | 0.00 | 0.00 |
STONEX GROUP INCOTR | COM | 135.46K | SH | $16.05M 1.33% | 0.00 | 0.00 | 0.00 |
IES HOLDINGS INCOTR | COM | 21.31K | SH | $15.65M 1.30% | 0.00 | 0.00 | 0.00 |
AGILYSYS INCOTR | COM | 141.06K | SH | $14.74M 1.22% | 0.00 | 0.00 | 0.00 |
VSE CORPOTR | COM | 58.08K | SH | $13.27M 1.10% | 0.00 | 0.00 | 0.00 |
BROADCOM INCOTR | COM | 31.15K | SH | $11.77M 0.98% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPOTR | COM | 55K | SH | $11.01M 0.91% | 0.00 | 0.00 | 0.00 |
LSI INDS INCOTR | COM | 395.60K | SH | $10.52M 0.87% | 0.00 | 0.00 | 0.00 |
APPLE INCOTR | COM | 36.08K | SH | $10.44M 0.87% | 0.00 | 0.00 | 0.00 |
TRIUMPH BANCORP INCOTR | COM | 132.71K | SH | $10.13M 0.84% | 0.00 | 0.00 | 0.00 |
UFP TECHNOLOGIES INCOTR | COM | 35.30K | SH | $9.36M 0.78% | 0.00 | 0.00 | 0.00 |
LINCOLN EDUCATIONAL SERVICESOTR | COM | 183.07K | SH | $9.14M 0.76% | 0.00 | 0.00 | 0.00 |
BGC GROUP INC CL AOTR | COM | 847.99K | SH | $9.06M 0.75% | 0.00 | 0.00 | 0.00 |
MODINE MANUFACTURING COOTR | COM | 33.63K | SH | $8.98M 0.74% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPOTR | COM | 20.85K | SH | $7.78M 0.64% | 0.00 | 0.00 | 0.00 |
NB BANCORP INCOTR | COM | 366.09K | SH | $7.74M 0.64% | 0.00 | 0.00 | 0.00 |
ALPHABET INC CLASS AOTR | COM | 21.47K | SH | $7.67M 0.64% | 0.00 | 0.00 | 0.00 |
WINMARK CORPOTR | COM | 17.93K | SH | $7.58M 0.63% | 0.00 | 0.00 | 0.00 |
OIL DRI CORP OF AMERICAOTR | COM | 73.46K | SH | $7.51M 0.62% | 0.00 | 0.00 | 0.00 |
EPLUS INCOTR | COM | 86.45K | SH | $7.20M 0.60% | 0.00 | 0.00 | 0.00 |
FIRSTSERVICE CORPORATIONOTR | COM | 49.91K | SH | $7.09M 0.59% | 0.00 | 0.00 | 0.00 |
GRAHAM CORPOTR | COM | 56.30K | SH | $6.97M 0.58% | 0.00 | 0.00 | 0.00 |
MIRUM PHARMACEUTICALS INC COMOTR | COM | 58.51K | SH | $6.85M 0.57% | 0.00 | 0.00 | 0.00 |
CECO ENVIRONMENTAL CORPOTR | COM | 74.67K | SH | $6.78M 0.56% | 0.00 | 0.00 | 0.00 |
COHU INCOTR | COM | 91.45K | SH | $6.76M 0.56% | 0.00 | 0.00 | 0.00 |
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