Isthmus Partners’s Limbach Holdings LMB Stock Holding History

Isthmus Partners’s Portfolio LMB Stock Details LMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.33M	Buy	47,587 +6,263	+15%	+$361K	0.22%	107
2026 Q2	$3.18M	Buy	41,324 +850	+2%	+$70.7K	0.31%	89
2026 Q1	$3.16M	Sell	40,474 -144	-0.4%	-$12.1K	0.33%	83
2025 Q4	$3.16M	Buy	40,618 +6,047	+17%	+$498K	0.35%	75
2025 Q3	$3.36M	Buy	34,571 +251	+0.7%	+$30.2K	0.74%	37
2025 Q2	$4.81M	Sell	34,320 -10,154	-23%	-$1.15M	0.56%	50
2025 Q1	$3.31M	Sell	44,474 -84	-0.2%	-$7.34K	0.41%	60
2024 Q4	$3.81M	Sell	44,558 -380	-0.8%	-$33.5K	0.46%	56
2024 Q3	$3.4M	Buy	+44,938	New	+$2.86M	0.4%	64

Other funds holding LMB

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Isthmus Partners's LMB Position: Q3 2026 in Review

Isthmus Partners increased its Limbach Holdings (LMB) stake by 15% in Q3 2026, buying an estimated $361K and bringing the position to 47,587 shares worth $2.33M. The position accounts for 0.22% of the portfolio, ranked #107.

Isthmus Partners first reported a position in LMB in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.81M in Q2 2025. 88 funds tracked by Wall St. Rank hold LMB as of Q3 2026.

Isthmus Partners held 47,587 shares of Limbach Holdings worth $2.33M as of Q3 2026.
Isthmus Partners bought 6,263 Limbach Holdings shares in Q3 2026, an estimated $361K.
Limbach Holdings made up 0.22% of Isthmus Partners's portfolio in Q3 2026, its #107 holding.
Isthmus Partners first reported a position in Limbach Holdings in Q3 2024 and has held it in 9 quarters since.
Isthmus Partners's Limbach Holdings position peaked at $4.81M in Q2 2025.
88 funds tracked by Wall St. Rank held Limbach Holdings as of Q3 2026.

Based on Isthmus Partners's 13F filing for Q3 2026, filed 21 Oct 2026.