TimesSquare Capital U.S. Small Cap Growth Strategy Trimmed Legence Corp. (LGN) on Share Price Appreciation

7 hours ago 1

Soumya Eswaran

Thu, April 2, 2026 astatine 8:28 AM CDT 3 min read

TimesSquare Capital Management, an equity concern absorption company, released its “U.S. Small Cap Growth Strategy” fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The strategy returned 3.70% (gross) and 3.45% (net) successful the 4th fourth compared to a 1.22% instrumentality for the Russell 2000 Growth Index. In 2025, the strategy returned 6.91% (gross) and 5.85% (net) compared to 13.01% for the index. Global equity markets ended the 4th connected a affirmative note, with Europe leading, followed by Emerging Markets. In astir markets, ample caps outperformed tiny caps. The commercialized truce betwixt the United States and China was prolonged for an further year, but planetary geopolitical concerns, whether related to tariffs oregon not, persisted. Third-quarter GDP exceeded expectations, but user caution persists amid ongoing labor-market softening, influencing the Fed’s determination connected interest-rate cuts. Please reappraisal the Strategy’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, TimesSquare Capital U.S. Small Cap Growth Strategy highlighted Legence Corp. (NASDAQ:LGN). Legence Corp. (NASDAQ:LGN) is an engineering and operation services supplier engages successful the engineering, installation, and attraction services for mission-critical systems successful buildings. On April 1, 2026, Legence Corp. (NASDAQ:LGN) closed astatine $59.60 per share. One-month instrumentality of Legence Corp. (NASDAQ:LGN) was 10.23%, and YTD its shares gained 38.48%. Legence Corp. (NASDAQ:LGN) has a marketplace capitalization of $6.74 billion.

TimesSquare Capital U.S. Small Cap Growth Strategy stated the pursuing regarding Legence Corp. (NASDAQ:LGN) successful its 4th fourth 2025 capitalist letter:

"Many of our Industrials positions supply indispensable business-to-business operational services, highly method components, instrumentality enabling automation and ratio improvements, oregon indispensable infrastructure services. Gaining 40% was Legence Corp. (NASDAQ:LGN), which provides engineering, installation, and attraction services for mission-critical systems successful buildings. Purchased done its IPO successful September, Legence serves high-growth sectors with technically demanding buildings, including information centers, different technology, beingness sciences, different wellness care, and education. As its shares continued to climb, we trimmed the position."

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