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Bayforest Capital’s Liberty Energy LBRT Stock Holding History

Bayforest Capital’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.4K Sell
361
-2,608
-88% -$66.5K 0.01% 790
2025
Q4 		$54.8K Sell
2,969
-9,044
-75% -$151K 0.04% 582
2025
Q3 		$148K Sell
12,013
-52,818
-81% -$611K 0.07% 451
2025
Q2 		$744K Buy
64,831
+63,832
+6,390% +$773K 0.33% 80
2025
Q1 		$15.8K Sell
999
-5,782
-85% -$104K 0.01% 639
2024
Q4 		$135K Buy
+6,781
New +$125K 0.17% 237

Other funds holding LBRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Bayforest Capital's LBRT Position: Q1 2026 in Review

Bayforest Capital reduced its Liberty Energy (LBRT) stake by 88% in Q1 2026, selling an estimated $66.5K and leaving 361 shares worth $10.4K. The position accounts for 0.01% of the portfolio, ranked #790.

Bayforest Capital first reported a position in LBRT in Q4 2024 and has held it in 6 quarters since. The position peaked at $744K in Q2 2025. 392 funds tracked by Wall St. Rank hold LBRT as of Q1 2026.

  • Bayforest Capital held 361 shares of Liberty Energy worth $10.4K as of Q1 2026.
  • Bayforest Capital sold 2,608 Liberty Energy shares in Q1 2026, an estimated $66.5K.
  • Liberty Energy made up 0.01% of Bayforest Capital's portfolio in Q1 2026, its #790 holding.
  • Bayforest Capital first reported a position in Liberty Energy in Q4 2024 and has held it in 6 quarters since.
  • Bayforest Capital's Liberty Energy position peaked at $744K in Q2 2025.
  • 392 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2026.

Based on Bayforest Capital's 13F filing for Q1 2026, filed 15 Apr 2026.