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Caption Management’s Limoneira LMNR Stock Holding History

Caption Management’s Portfolio LMNR Stock Details LMNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,251
Closed -$19.6K – 1878
2025
Q2 		$19.6K Sell
1,251
-5,669
-82% -$89.7K ﹤0.01% 1362
2025
Q1 		$123K Buy
+6,920
New +$151K ﹤0.01% 1335

Other funds holding LMNR

GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $58.1B AUM 27.19% 1-Year Est. Return

Caption Management's LMNR Position: Q3 2025 in Review

Caption Management sold out of Limoneira (LMNR) in Q3 2025, closing a stake of 1,251 shares — an estimated $19.6K sold.

Caption Management first reported a position in LMNR in Q1 2025 and held it in 2 quarters. The position peaked at $123K in Q1 2025. 106 funds tracked by Wall St. Rank hold LMNR as of Q3 2025.

  • Caption Management reported no remaining Limoneira position as of Q3 2025 after selling out during the quarter.
  • Caption Management sold 1,251 Limoneira shares in Q3 2025, an estimated $19.6K.
  • Caption Management first reported a position in Limoneira in Q1 2025 and held it in 2 quarters.
  • Caption Management's Limoneira position peaked at $123K in Q1 2025.
  • 106 funds tracked by Wall St. Rank held Limoneira as of Q3 2025.

Based on Caption Management's 13F filing for Q3 2025, filed 14 Nov 2025.