证券记录 · 已归档季度
LMB
Limbach Holdings, Inc. · Basic Materials · Construction Materials
12被追踪持有人
+1Δ持有人
2.39M持有股份
$335.16M报告持仓市值
+2新建仓位
−1清仓
动量输入(同类管理人):
持有人广度 +9.1% ·
股份流向 -1.5% ·
净新建仓位 +8.3%
— 公式
持股分散化 — 持有人增多,合计持仓比例缩小
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q2 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
持有人 · Q2 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (被动) | 914.70K | — | $128.15M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (被动) | 914.70K | — | $128.15M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (被动) | 914.70K | — | $128.15M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (被动) | 914.70K | — | $128.15M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (被动) | 914.70K | — | $128.15M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (被动) | 914.70K | — | $128.15M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (被动) | 914.70K | — | $128.15M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (被动) | 914.70K | — | $128.15M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (被动) | 914.70K | — | $128.15M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (被动) | 914.70K | — | $128.15M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (被动) | 914.70K | — | $128.15M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | The Vanguard Group ✦ (被动) | 633.09K | — | $88.70M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | The Vanguard Group ✦ (被动) | 633.09K | — | $88.70M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | The Vanguard Group ✦ (被动) | 633.09K | — | $88.70M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | The Vanguard Group ✦ (被动) | 633.09K | — | $88.70M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | The Vanguard Group ✦ (被动) | 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 ✦ (被动) | 269.27K | +6.6% | $37.73M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 19 | Geode Capital Management ✦ (被动) | 269.27K | +6.6% | $37.73M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | State Street Global Advisors ✦ (被动) | 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 | 新增 | $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 | 新增 | $239,291 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Two Sigma Investments | $1.93M | 0.0% |
| D. E. Shaw & Co. | $239,291 | 0.0% |
已清仓
| Millennium Management | $1.35M | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 187 持有人, 10.18M 股份, $710.62M 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数,而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓(被追踪范围,变动对比集);内部人行为来自Form 3/4/5;重大持股来自Schedule 13D/13G;所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2025 ·
方法论 ·
通过API获取此数据