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Brandywine Global Investment Management’s Liberty Energy LBRT Stock Holding History

Brandywine Global Investment Management’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
2025
Q1 		– Sell
-560,124
Closed -$11.1M – 598
2024
Q4 		$11.1M Sell
560,124
-25,716
-4% -$476K 0.08% 241
2024
Q3 		$12M Sell
585,840
-16,300
-3% -$337K 0.08% 234
2024
Q2 		$12.6M Buy
602,140
+30,940
+5% +$690K 0.09% 212
2024
Q1 		$11.8M Buy
571,200
+98,646
+21% +$1.95M 0.09% 239
2023
Q4 		$8.57M Sell
472,554
-49,043
-9% -$932K 0.07% 280
2023
Q3 		$9.66M Buy
521,597
+52,305
+11% +$862K 0.08% 240
2023
Q2 		$6.27M Buy
469,292
+514
+0.1% +$6.66K 0.05% 334
2023
Q1 		$6.01M Buy
+468,778
New +$6.93M 0.05% 341
2019
Q3 		– Sell
-127,327
Closed -$2.06M – 860
2019
Q2 		$2.06M Buy
+127,327
New +$1.95M 0.01% 536

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Brandywine Global Investment Management's LBRT Position: Q1 2025 in Review

Brandywine Global Investment Management sold out of Liberty Energy (LBRT) in Q1 2025, closing a stake of 560,124 shares — an estimated $11.1M sold.

Brandywine Global Investment Management first reported a position in LBRT in Q2 2019 and held it in 9 quarters. The position peaked at $12.6M in Q2 2024. 313 funds tracked by Wall St. Rank hold LBRT as of Q1 2025.

  • Brandywine Global Investment Management reported no remaining Liberty Energy position as of Q1 2025 after selling out during the quarter.
  • Brandywine Global Investment Management sold 560,124 Liberty Energy shares in Q1 2025, an estimated $11.1M.
  • Brandywine Global Investment Management first reported a position in Liberty Energy in Q2 2019 and held it in 9 quarters.
  • Brandywine Global Investment Management's Liberty Energy position peaked at $12.6M in Q2 2024.
  • 313 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2025.

Based on Brandywine Global Investment Management's 13F filing for Q1 2025, filed 13 May 2025.