LEGONYSEBlank ChecksFiscal year ends August 31Also trades as LEGO.UN, LEGO.WT
Legato Merger Corp. IV
Financials through Q3 FY2026, quarter ended May 31, 2026Last filing: 10-Q on Jul 8, 2026
$9.99+0.00 (0.00%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
18M
Shares held, 13F filers
Institutional holders
43
20 new, 4 sold out
Net institutional buying
7M
In Q2 2026
Insider trades, 12 months
6 buys · 2 sales
Net bought $0
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Rosenfeld Eric | 2,788,217 | 8.90% | 13D (active) | Jan 26, 2026 |
| Adage Capital Management, L.P. | 1,800,000 | 5.76% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LEGO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Adage Capital Partners Gp, L.L.C. | 1,800,000 | – | $17.86M | – | 0.03% |
| Magnetar Financial LLC | 1,099,995 | – | $10.91M | – | 0.10% |
| Linden Advisors LP | 1,070,000 | – | $10.61M | – | 0.05% |
| TENOR CAPITAL MANAGEMENT Co., L.P. | 995,466 | – | $9.88M | – | 0.14% |
| AQR Arbitrage LLC | 861,304 | – | $8.54M | New | 0.12% |
| Alberta Investment Management Corp | 800,000 | – | $7.94M | New | 0.04% |
| Kryger Capital LLC | 745,858 | – | $7.40M | New | 0.42% |
| Verition Fund Management LLC | 700,000 | – | $6.94M | – | 0.04% |
| Sona Asset Management (US) LLC | 600,000 | – | $5.95M | – | 0.12% |
| Glazer Capital, LLC | 549,044 | – | $5.45K | −9,735 | 0.13% |
| Bnp Paribas Arbitrage, Snc | 528,690 | – | $5.24M | New | 0.00% |
| Millennium Management LLC | 527,000 | – | $5.23M | New | 0.00% |
| Healthcare Of Ontario Pension Plan Trust Fund | 525,000 | – | $5.21M | – | 0.01% |
| Picton Mahoney Asset Management | 499,995 | – | $4.96M | New | 0.04% |
| Rivernorth Capital Management, LLC | 499,386 | – | $4.99M | New | 0.24% |
| Periscope Capital Inc. | 424,800 | – | $4.21M | New | 0.37% |
| Moore Capital Management, LP | 400,000 | – | $3.97M | – | 0.06% |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | 399,999 | – | $3.97M | New | 0.02% |
| Hudson Bay Capital Management LP | 399,999 | – | $3.97M | – | 0.01% |
| D. E. Shaw & Co., Inc. | 375,000 | – | $3.72M | – | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 43 | 18M | 20 / 3 | 3 / 4 | 7M | 0M |
| Q1 2026 | 27 | 11M | 27 / 0 | 0 / 0 | 11M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of LEGO | Value | % of fund | As of |
|---|---|---|---|---|---|
| First Trust Merger Arbitrage Fund | 150,259 | – | $1.49M | 0.09% | Jun 30, 2026 |
| First Trust Multi-Strategy Fund | 23,823 | – | $236.32K | 0.02% | Jun 30, 2026 |
| Rivernorth Enhanced Pre-Merger SPAC ETF | 14,388 | – | $142.73K | 2.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Adam H. Jaffe | CFO, Director | 1,354,766 | Aug 4, 2026 |
| Gregory R. Monahan | CEO, Director | 1,663,894 | Aug 4, 2026 |
| Shahrez Nadeem | COO and Secretary | 154,064 | Aug 4, 2026 |
| Eric Rosenfeld | Chief SPAC Officer | 2,835,783 | Aug 4, 2026 |
| Ehsan Ehsani | Chief Investment Officer | 151,479 | Jan 22, 2026 |
| Brian Pratt | Director | 1,160,000 | Jul 29, 2026 |
| John Ing | Director | 180,000 | Feb 2, 2026 |
| David Sgro | Director | 24,882 | Jan 22, 2026 |
| Adam Semler | Director | 29,529 | Jan 22, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Adam H. Jaffe CFO, Director | Aug 3, 2026 | Buy | +12,409 | – | – | 513,609 |
| Adam H. Jaffe CFO, Director | Aug 3, 2026 | Buy | +10,340 | – | – | 615,257 |
| Gregory R. Monahan CEO, Director | Aug 3, 2026 | Buy | +27,919 | – | – | 1,663,894 |
| Eric Rosenfeld Chief SPAC Officer | Aug 3, 2026 | Buy | +47,566 | – | – | 1,487,566 |
| Shahrez Nadeem COO and Secretary | Aug 3, 2026 | Buy | +2,585 | – | – | 154,064 |
| Brian Pratt Director | Jul 27, 2026 | Sale | −40,000 | – | – | 1,160,000 |
| Eric Rosenfeld Chief SPAC Officer | Mar 5, 2026 | Buy | +1,440,000 | – | – | 1,440,000 |
| Eric Rosenfeld Chief SPAC Officer | Mar 4, 2026 | Sale | −1,440,000 | – | – | 1,348,217 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.