LMB
Limbach Holdings, Inc. · Basic Materials · Construction Materials
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +9.1% ·
Aktienfluss -1.5% ·
neue Nettopositionen +8.3%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 73 | 0 | 5.39M | $415.05M | +7 | −7 |
| Q1 2026 | 76 | +4 | 5.59M | $436.38M | +8 | −4 |
| Q4 2025 | 72 | -1 | 6.18M | $480.75M | — | −1 |
| Q3 2025 | 15 | 0 | 3.44M | $334.10M | +1 | −1 |
| Q2 2025 | 12 | +1 | 2.39M | $335.16M | +2 | −1 |
| Q1 2025 | 8 | -1 | 854.66K | $63.65M | — | −1 |
| Q4 2024 | 9 | 0 | 904.44K | $77.37M | +1 | −1 |
| Q3 2024 | 8 | 0 | 668.75K | $50.67M | +1 | −1 |
| Q2 2024 | 8 | — | 754.05K | $42.93M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passiv) | 914.70K | — | $128.15M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (passiv) | 914.70K | — | $128.15M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (passiv) | 914.70K | — | $128.15M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (passiv) | 914.70K | — | $128.15M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (passiv) | 914.70K | — | $128.15M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passiv) | 914.70K | — | $128.15M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passiv) | 914.70K | — | $128.15M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passiv) | 914.70K | — | $128.15M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passiv) | 914.70K | — | $128.15M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passiv) | 914.70K | — | $128.15M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passiv) | 914.70K | — | $128.15M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | The Vanguard Group ✦ (passiv) | 633.09K | — | $88.70M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | The Vanguard Group ✦ (passiv) | 633.09K | — | $88.70M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | The Vanguard Group ✦ (passiv) | 633.09K | — | $88.70M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | The Vanguard Group ✦ (passiv) | 633.09K | — | $88.70M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | The Vanguard Group ✦ (passiv) | 633.09K | — | $88.70M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Renaissance Technologies ✦ | 270.97K | -14.4% | $37.96M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 18 | Geode Capital Management ✦ (passiv) | 269.27K | +6.6% | $37.73M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 19 | Geode Capital Management ✦ (passiv) | 269.27K | +6.6% | $37.73M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | State Street Global Advisors ✦ (passiv) | 231.54K | +3.9% | $32.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 27.40K | — | $3.84M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 27.40K | — | $3.84M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Two Sigma Investments ✦ | 13.76K | Neu | $1.93M | 0.0% | New | 1 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 12.19K | -27.9% | $1.71M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 12.19K | -27.9% | $1.71M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 12.19K | -27.9% | $1.71M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 12.19K | -27.9% | $1.71M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 12.19K | -27.9% | $1.71M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 29 | T. Rowe Price ✦ | 8.75K | +9.9% | $1.23M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 5.83K | +383.8% | $816,783 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | Marshall Wace ✦ | 3.02K | -83.4% | $423,102 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | D. E. Shaw & Co. ✦ | 1.71K | Neu | $239,291 | 0.0% | New | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Two Sigma Investments | $1.93M | 0.0% |
| D. E. Shaw & Co. | $239,291 | 0.0% |
Ausgestiegen
| Millennium Management | $1.35M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 187 Inhaber, 10.18M Anteile, $710.62M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.