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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return