Legato Capital Management LLC PESI PERMAFIX ENVIRONMENTAL SERVICE

Ownership history in Legato Capital Management LLC  ·  9 quarters on record

AI Ownership Summary

Legato Capital Management LLC reported PERMAFIX ENVIRONMENTAL SERVICE (PESI) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.11% in 2024 Q3. The latest visible filing shows PESI at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PESI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legato Capital Management LLC's position in PERMAFIX ENVIRONMENTAL SERVICE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PESI was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Legato Capital Management LLC held PESI — position size vs. price
% of Fund (quarterly)    PESI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 56,459 0% 0.06% $570K 2025-11-12 $13.81
2025 Q2 REDUCED 56,459 -139 -0.2% 0.07% $594K 2025-08-14 $11.80
2025 Q1 REDUCED 56,598 -671 -1.2% 0.06% $411K 2025-05-06 $8.75
2024 Q4 REDUCED 23.7% -34.3% 57,269 -17,762 -23.7% 0.08% $634K 2025-01-29 $10.02
2024 Q3 UNCHANGED 75,031 0% 0.11% $921K 2024-11-07 $15.31
2024 Q2 UNCHANGED 75,031 0% 0.10% $760K 2024-07-26 $12.55
2024 Q1 UNCHANGED 75,031 0% 0.11% $892K 2024-04-15 $11.23
2023 Q4 ADDED 75,031 +20,396 +37.3% 0.08% $590K 2024-01-16 $7.95
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Legato Capital Management LLC and PESI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Legato Capital Management LLC reported owning PESI?

Legato Capital Management LLC reported PESI across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported PESI position in Legato Capital Management LLC's portfolio?

The largest reported portfolio weight for PESI was 0.11% in 2024 Q3.

What is the latest reported PESI position on this page?

The most recent filing on this page is 2025 Q3, when Legato Capital Management LLC reported 56,459 shares, equal to 0.06% of portfolio, with an estimated market value of $570K.

What does the chart on this PESI ownership page compare?

The chart compares Legato Capital Management LLC's quarterly PESI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Legato Capital Management LLC time their PESI position?

Based on 13F filing dates vs. subsequent PESI price moves, Legato Capital Management LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on PESI relative to SPY over the holding period was +5.9%.

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