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Islay Capital Management’s Liberty Energy LBRT Stock Holding History

Islay 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
2025
Q1 		– Sell
-42,744
Closed -$850K – 209
2024
Q4 		$850K Buy
+42,744
New +$790K 0.59% 46

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American Century Companies
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Geode Capital Management
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Islay Capital Management's LBRT Position: Q1 2025 in Review

Islay Capital Management sold out of Liberty Energy (LBRT) in Q1 2025, closing a stake of 42,744 shares — an estimated $850K sold.

Islay Capital Management first reported a position in LBRT in Q4 2024 and held it in 1 quarter. The position peaked at $850K in Q4 2024. 313 funds tracked by Wall St. Rank hold LBRT as of Q1 2025.

  • Islay Capital Management reported no remaining Liberty Energy position as of Q1 2025 after selling out during the quarter.
  • Islay Capital Management sold 42,744 Liberty Energy shares in Q1 2025, an estimated $850K.
  • Islay Capital Management first reported a position in Liberty Energy in Q4 2024 and held it in 1 quarter.
  • Islay Capital Management's Liberty Energy position peaked at $850K in Q4 2024.
  • 313 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2025.

Based on Islay Capital Management's 13F filing for Q1 2025, filed 14 May 2025.