Capital Fund Management (CFM)’s Liberty Energy LBRT Stock Holding History

Capital Fund Management (CFM)’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 Q2	$650K	Buy	+24,802	New	+$742K	﹤0.01%	1831
2026 Q1	–	Sell	-24,768	Closed	-$457K	–	2335
2025 Q4	$457K	Buy	+24,768	New	+$414K	﹤0.01%	2241
2024 Q1	–	Sell	-138,950	Closed	-$2.52M	–	2141
2023 Q4	$2.52M	Buy	+138,950	New	+$2.64M	0.01%	1417
2023 Q2	–	Sell	-122,589	Closed	-$1.57M	–	1792
2023 Q1	$1.57M	Buy	122,589 +97,221	+383%	+$1.44M	0.01%	1138
2022 Q4	$406K	Buy	+25,368	New	+$404K	﹤0.01%	1302
2020 Q2	–	Sell	-153,479	Closed	-$413K	–	1318
2020 Q1	$413K	Sell	153,479 -3,649	-2%	-$25.5K	0.01%	1111
2019 Q4	$1.75M	Buy	157,128 +127,397	+428%	+$1.21M	0.01%	891
2019 Q3	$322K	Buy	+29,731	New	+$365K	﹤0.01%	1404

Other funds holding LBRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Capital Fund Management (CFM)'s LBRT Position: Q2 2026 in Review

Capital Fund Management (CFM) opened a new position in Liberty Energy (LBRT) in Q2 2026: 24,802 shares worth $650K. The stake represents ﹤0.01% of the portfolio and ranks #1831 among its holdings. This is a return to the name: Capital Fund Management (CFM) previously reported a position in LBRT as recently as Q4 2025.

Capital Fund Management (CFM) first reported a position in LBRT in Q3 2019 and has held it in 8 quarters since. The position peaked at $2.52M in Q4 2023. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

Capital Fund Management (CFM) held 24,802 shares of Liberty Energy worth $650K as of Q2 2026.
Liberty Energy was a new Capital Fund Management (CFM) position in Q2 2026.
Liberty Energy made up ﹤0.01% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #1831 holding.
Capital Fund Management (CFM) first reported a position in Liberty Energy in Q3 2019 and has held it in 8 quarters since.
Capital Fund Management (CFM)'s Liberty Energy position peaked at $2.52M in Q4 2023.
405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.