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Forest Avenue Capital Management’s Liberty Energy LBRT Stock Holding History

Forest Avenue Capital 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
2026
Q1 		– Sell
-1,384,217
Closed -$25.6M – 31
2025
Q4 		$25.6M Buy
+1,384,217
New +$23.1M 1.68% 17

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Dimensional Fund Advisors
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American Century Companies
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Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Forest Avenue Capital Management's LBRT Position: Q1 2026 in Review

Forest Avenue Capital Management sold out of Liberty Energy (LBRT) in Q1 2026, closing a stake of 1,384,217 shares — an estimated $25.6M sold.

Forest Avenue Capital Management first reported a position in LBRT in Q4 2025 and held it in 1 quarter. The position peaked at $25.6M in Q4 2025. 396 funds tracked by Wall St. Rank hold LBRT as of Q1 2026.

  • Forest Avenue Capital Management reported no remaining Liberty Energy position as of Q1 2026 after selling out during the quarter.
  • Forest Avenue Capital Management sold 1,384,217 Liberty Energy shares in Q1 2026, an estimated $25.6M.
  • Forest Avenue Capital Management first reported a position in Liberty Energy in Q4 2025 and held it in 1 quarter.
  • Forest Avenue Capital Management's Liberty Energy position peaked at $25.6M in Q4 2025.
  • 396 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2026.

Based on Forest Avenue Capital Management's 13F filing for Q1 2026, filed 14 May 2026.