Legato Capital Management LLC holds a diversified book of 678 stocks worth $1.2B as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Ecovyst Inc and trimmed Argan Inc. Their largest long position is Argan Inc at 2% of the equity book. Cloning the disclosed picks since 2024 would be +20% (+11.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Legato Capital Management LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +25.9%, a 5.6-point gap that is the cost of the ~37-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Legato Capital Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Argan Inc COM | $23.8M | 29.8K | 2.0% | ▼−10% Reduced · −3K sh | |
| 2 | Stonex Group Inc COM | $16.1M | 135.5K | 1.3% | ▼−20% Reduced · −33K sh | |
| 3 | Ies Holdings Inc COM | $15.7M | 21.3K | 1.3% | ▼−22% Reduced · −6K sh | |
| 4 | Agilysys Inc COM | $14.7M | 141.1K | 1.2% | ▲+64% Added · +55K sh | |
| 5 | Vse Corp COM | $13.3M | 58.1K | 1.1% | ▼−5.9% Reduced · −4K sh | |
| 6 | Broadcom Inc COM | $11.8M | 31.1K | 1.0% | ▼−36% Reduced · −17K sh | |
| 7 | Nvidia Corp COM | $11.0M | 55.0K | 0.9% | ▼−30% Reduced · −24K sh | |
| 8 | Lsi Inds Inc COM | $10.5M | 395.6K | 0.9% | ▲+0.7% Added · +3K sh | |
| 9 | Apple Inc COM | $10.4M | 36.1K | 0.9% | ▼−39% Reduced · −23K sh | |
| 10 | Triumph Bancorp Inc COM | $10.1M | 132.7K | 0.8% | —Held | |
| 11 | Ufp Technologies Inc COM | $9.4M | 35.3K | 0.8% | ▼−1.2% Reduced · −420 sh | |
| 12 | Lincoln Educational Services COM | $9.1M | 183.1K | 0.8% | ▲+5.5% Added · +10K sh | |
| 13 | BGC Group Inc CL A COM | $9.1M | 848.0K | 0.8% | ▲+0.4% Added · +3K sh | |
| 14 | Modine Manufacturing Co COM | $9.0M | 33.6K | 0.7% | ▼−4.5% Reduced · −2K sh | |
| 15 | Microsoft Corp COM | $7.8M | 20.8K | 0.6% | ▼−1.2% Reduced · −263 sh | |
| 16 | NB Bancorp Inc COM | $7.7M | 366.1K | 0.6% | ▲+33% Added · +90K sh | |
| 17 | Alphabet Inc Class A COM | $7.7M | 21.5K | 0.6% | ▼−35% Reduced · −11K sh | |
| 18 | Winmark Corp COM | $7.6M | 17.9K | 0.6% | ▲+20% Added · +3K sh | |
| 19 | Oil Dri Corp Of America COM | $7.5M | 73.5K | 0.6% | ▲+4.2% Added · +3K sh | |
| 20 | Eplus Inc COM | $7.2M | 86.5K | 0.6% | ▼−8.4% Reduced · −8K sh | |
| 21 | Firstservice Corporation COM | $7.1M | 49.9K | 0.6% | ▲+87% Added · +23K sh | |
| 22 | Graham Corp COM | $7.0M | 56.3K | 0.6% | ▲+25% Added · +11K sh | |
| 23 | Mirum Pharmaceuticals Inc Com COM | $6.8M | 58.5K | 0.6% | ▲+40% Added · +17K sh | |
| 24 | Ceco Environmental Corp COM | $6.8M | 74.7K | 0.6% | ▲+23% Added · +14K sh | |
| 25 | Cohu Inc COM | $6.8M | 91.4K | 0.6% | ▼−13% Reduced · −14K sh | |
| 26 | Sterling Construction Co COM | $6.5M | 7.7K | 0.5% | ▼−64% Reduced · −14K sh | |
| 27 | Daily Journal Corp COM | $6.4M | 10.7K | 0.5% | —Held | |
| 28 | Semtech Corp COM | $6.3M | 38.8K | 0.5% | ▲+5.3% Added · +2K sh | |
| 29 | Revolution Medicines Inc COM | $6.2M | 33.0K | 0.5% | ▼−12% Reduced · −4K sh | |
| 30 | BWX Technologies Inc COM | $6.1M | 31.3K | 0.5% | ▲+2.5% Added · +768 sh | |
| 31 | Carpenter Technology COM | $6.1M | 9.8K | 0.5% | ▼−20% Reduced · −2K sh | |
| 32 | Ultra Clean Hldgs Inc COM | $5.9M | 41.7K | 0.5% | ▲+7.2% Added · +3K sh | |
| 33 | Adaptive Biotechnologies Corpo COM | $5.9M | 273.4K | 0.5% | ▲+79% Added · +121K sh | |
| 34 | Ecovyst Inc COM | $5.9M | 470.2K | 0.5% | ▲New New position | |
| 35 | Kiniksa Pharmaceuticals Ltd C COM | $5.6M | 87.3K | 0.5% | ▲+23% Added · +16K sh | |
| 36 | Yeti Holdings Inc COM | $5.4M | 108.3K | 0.4% | ▲+178% Added · +69K sh | |
| 37 | Ouster Inc New COM | $5.3M | 84.9K | 0.4% | ▲+47% Added · +27K sh | |
| 38 | Amazon.com Inc COM | $5.3M | 22.2K | 0.4% | ▼−42% Reduced · −16K sh | |
| 39 | Xometry Inc Class A Com COM | $5.3M | 54.9K | 0.4% | ▲New New position | |
| 40 | I3 Verticals Inc COM | $5.3M | 247.4K | 0.4% | —Held | |
| 41 | Lattice Semiconductor Corp COM | $5.2M | 33.7K | 0.4% | ▼−13% Reduced · −5K sh | |
| 42 | Travere Therapeutics Inc COM | $5.0M | 87.8K | 0.4% | ▲+37% Added · +24K sh | |
| 43 | Ligand Pharmaceuticals Inc COM | $4.9M | 15.6K | 0.4% | ▼−30% Reduced · −7K sh | |
| 44 | Tesla Motors Inc. COM | $4.8M | 11.5K | 0.4% | ▼−30% Reduced · −5K sh | |
| 45 | Climb Global Solutions Inc COM | $4.8M | 207.9K | 0.4% | —Held | |
| 46 | Nayax Ltd COM | $4.8M | 73.6K | 0.4% | ▲+30% Added · +17K sh | |
| 47 | Callaway Golf Company COM | $4.8M | 256.1K | 0.4% | ▲+64% Added · +100K sh | |
| 48 | Powell Inds Inc COM | $4.7M | 16.4K | 0.4% | ▲+219% Added · +11K sh | |
| 49 | Axsome Therapeutics Inc COM | $4.6M | 18.6K | 0.4% | ▲+20% Added · +3K sh | |
| 50 | Arteris Inc COM | $4.6M | 93.7K | 0.4% | ▲+2.9% Added · +3K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 6, 2026 | 678 | $1.2B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 726 | $1.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 750 | $1.2B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 558 | $918.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 562 | $839.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 563 | $742.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 566 | $765.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 7, 2024 | 559 | $809.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.