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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 24 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 MEC MAYVILLE ENGINEERING COMPANY I Industrials 35,698.0 $641K 0.06% NEW $17.95 +50.8%
462 LRCX LAM RESEARCH CORP NEW Technology 2,998.0 $641K 0.06% NEW $213.66 +49.3%
463 NRIM NORTHRIM BANCORP INC Financial Services 27,994.0 $641K 0.06% +10K +54.7% $22.88 +7.7%
464 CPF CENTRAL PACIFIC FINANCIAL CORP Financial Services 19,944.0 $637K 0.06% NEW $31.96 +9.0%
465 IRMD IRADIMED CORPORATION Healthcare 6,613.0 $637K 0.06% -2K -23.8% $96.26 -4.6%
466 BMI BADGER METER INC Technology 4,167.0 $635K 0.06% +635.0 +18.0% $152.35 -17.6%
467 VVX V2X INC COM Industrials 9,262.0 $634K 0.06% +953.0 +11.5% $68.50 +12.9%
468 WERN WERNER ENTERPRISES INC Industrials 21,555.0 $634K 0.06% -7K -24.8% $29.41 +39.1%
469 FET FORUM ENERGY TECHNOLOGIES INC Energy 10,804.0 $634K 0.06% NEW $58.66 -8.5%
470 UPWK UPWORK INC Industrials 57,814.0 $634K 0.06% +14K +31.2% $10.96 -21.2%
471 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 50,845.0 $632K 0.06% NEW $12.43 +2.8%
472 ALHC ALIGNMENT HEALTHCARE INC Healthcare 35,850.0 $632K 0.06% NEW $17.62 -9.6%
473 RRBI RED RIVER BANCSHARES INC Financial Services 6,967.0 $630K 0.06% +555.0 +8.7% $90.44 +0.7%
474 AROW ARROW FINL CORP Financial Services 18,726.0 $629K 0.06% +4K +24.2% $33.57 +9.8%
475 PRIM PRIMORIS SVCS CORP Industrials 4,379.0 $626K 0.06% +983.0 +28.9% $143.04 -8.6%
476 AWI ARMSTRONG WORLD INDUSTRIES INC Industrials 3,788.0 $624K 0.06% +1K +55.9% $164.80 -3.1%
477 MEDP MEDPACE HOLDINGS INC Healthcare 1,300.0 $624K 0.06% +543.0 +71.7% $480.19 -10.9%
478 RPID RAPID MICRO BIOSYSTEMS INC Healthcare 274,924.0 $624K 0.06% +260K +1772.3% $2.27 -13.7%
479 COGT COGENT BIOSCIENCES INC Healthcare 16,198.0 $623K 0.06% -17K -50.5% $38.49 -10.3%
480 SAIA SAIA INC Industrials 1,759.0 $618K 0.06% NEW $351.28 +34.9%
Page 24 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%