Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Liberty Energy LBRT Stock Holding History

Jacobs Levy Equity 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
Q4 		– Sell
-256,557
Closed -$3.17M – 1000
2025
Q3 		$3.17M Sell
256,557
-188,637
-42% -$2.18M 0.01% 506
2025
Q2 		$5.11M Buy
+445,194
New +$5.39M 0.02% 429
2024
Q4 		– Sell
-162,726
Closed -$3.11M – 999
2024
Q3 		$3.11M Buy
+162,726
New +$3.36M 0.01% 518

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Dimensional Fund Advisors
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American Century Companies
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State Street
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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
NAMI
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Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jacobs Levy Equity Management's LBRT Position: Q4 2025 in Review

Jacobs Levy Equity Management sold out of Liberty Energy (LBRT) in Q4 2025, closing a stake of 256,557 shares — an estimated $3.17M sold.

Jacobs Levy Equity Management first reported a position in LBRT in Q3 2024 and held it in 3 quarters. The position peaked at $5.11M in Q2 2025. 341 funds tracked by Wall St. Rank hold LBRT as of Q4 2025.

  • Jacobs Levy Equity Management reported no remaining Liberty Energy position as of Q4 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 256,557 Liberty Energy shares in Q4 2025, an estimated $3.17M.
  • Jacobs Levy Equity Management first reported a position in Liberty Energy in Q3 2024 and held it in 3 quarters.
  • Jacobs Levy Equity Management's Liberty Energy position peaked at $5.11M in Q2 2025.
  • 341 funds tracked by Wall St. Rank held Liberty Energy as of Q4 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2025, filed 13 Feb 2026.