Balyasny Asset Management
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Balyasny Asset Management’s Limbach Holdings LMB Stock Holding History

Balyasny Asset Management’s Portfolio LMB Stock Details LMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$665K Sell
8,520
-9,396
-52% -$791K ﹤0.01% 2237
2025
Q4 		$1.39M Buy
+17,916
New +$1.47M ﹤0.01% 2039
2025
Q2 		– Sell
-9,602
Closed -$715K – 3125
2025
Q1 		$715K Buy
9,602
+7,000
+269% +$612K ﹤0.01% 2139
2024
Q4 		$223K Buy
+2,602
New +$229K ﹤0.01% 2500
2024
Q2 		– Sell
-86,002
Closed -$3.56M – 2878
2024
Q1 		$3.56M Buy
+86,002
New +$3.74M 0.01% 1349

Other funds holding LMB

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balyasny Asset Management's LMB Position: Q1 2026 in Review

Balyasny Asset Management reduced its Limbach Holdings (LMB) stake by 52% in Q1 2026, selling an estimated $791K and leaving 8,520 shares worth $665K. The position accounts for ﹤0.01% of the portfolio, ranked #2237.

Balyasny Asset Management first reported a position in LMB in Q1 2024 and has held it in 5 quarters since. The position peaked at $3.56M in Q1 2024. 191 funds tracked by Wall St. Rank hold LMB as of Q1 2026.

  • Balyasny Asset Management held 8,520 shares of Limbach Holdings worth $665K as of Q1 2026.
  • Balyasny Asset Management sold 9,396 Limbach Holdings shares in Q1 2026, an estimated $791K.
  • Limbach Holdings made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #2237 holding.
  • Balyasny Asset Management first reported a position in Limbach Holdings in Q1 2024 and has held it in 5 quarters since.
  • Balyasny Asset Management's Limbach Holdings position peaked at $3.56M in Q1 2024.
  • 191 funds tracked by Wall St. Rank held Limbach Holdings as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.