Jacobs Levy Equity Management
BRY

Jacobs Levy Equity Management’s Berry Corp BRY Stock Holding History

Jacobs Levy Equity Management’s Portfolio BRY Stock Details BRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,021,938
Closed -$2.83M – 980
2025
Q2 		$2.83M Sell
1,021,938
-297,272
-23% -$794K 0.01% 559
2025
Q1 		$4.23M Buy
1,319,210
+170,764
+15% +$700K 0.02% 498
2024
Q4 		$4.74M Buy
1,148,446
+557,842
+94% +$2.58M 0.02% 443
2024
Q3 		$3.04M Sell
590,604
-772,289
-57% -$4.72M 0.01% 522
2024
Q2 		$8.8M Buy
1,362,893
+39,677
+3% +$295K 0.04% 349
2024
Q1 		$10.7M Buy
1,323,216
+356,525
+37% +$2.49M 0.05% 289
2023
Q4 		$6.8M Buy
966,691
+788,367
+442% +$5.91M 0.03% 369
2023
Q3 		$1.46M Buy
+178,324
New +$1.43M 0.01% 613
2021
Q4 		– Sell
-309,849
Closed -$2.23M – 977
2021
Q3 		$2.23M Sell
309,849
-183,019
-37% -$1.08M 0.02% 592
2021
Q2 		$3.31M Buy
492,868
+287,056
+139% +$1.82M 0.02% 516
2021
Q1 		$1.13M Buy
+205,812
New +$1.01M 0.01% 713
2020
Q4 		– Sell
-21,133
Closed -$67K – 1021
2020
Q3 		$67K Buy
+21,133
New +$88.8K ﹤0.01% 1007
2020
Q2 		– Sell
-227,025
Closed -$547K – 1040
2020
Q1 		$547K Sell
227,025
-522,793
-70% -$3.21M 0.01% 743
2019
Q4 		$7.07M Buy
749,818
+739,694
+7,306% +$6.92M 0.07% 313
2019
Q3 		$95K Sell
10,124
-78,921
-89% -$744K ﹤0.01% 891
2019
Q2 		$944K Buy
+89,045
New +$1.01M 0.01% 651

Other funds holding BRY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jacobs Levy Equity Management's BRY Position: Q3 2025 in Review

Jacobs Levy Equity Management sold out of Berry Corp (BRY) in Q3 2025, closing a stake of 1,021,938 shares — an estimated $2.83M sold.

Jacobs Levy Equity Management first reported a position in BRY in Q2 2019 and held it in 16 quarters. The position peaked at $10.7M in Q1 2024. 168 funds tracked by Wall St. Rank hold BRY as of Q3 2025.

  • Jacobs Levy Equity Management reported no remaining Berry Corp position as of Q3 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 1,021,938 Berry Corp shares in Q3 2025, an estimated $2.83M.
  • Jacobs Levy Equity Management first reported a position in Berry Corp in Q2 2019 and held it in 16 quarters.
  • Jacobs Levy Equity Management's Berry Corp position peaked at $10.7M in Q1 2024.
  • 168 funds tracked by Wall St. Rank held Berry Corp as of Q3 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2025, filed 17 Nov 2025.