JY
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Jeff Yass’s Limbach Holdings LMB Stock Holding History

Jeff Yass’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
Q2 		$1.68M Sell
21,865
-2,645
-11% -$220K ﹤0.01% 6876
2026
Q1 		$1.91M Buy
24,510
+19,063
+350% +$1.6M ﹤0.01% 6284
2025
Q4 		$424K Buy
5,447
+358
+7% +$29.5K ﹤0.01% 9175
2025
Q3 		$494K Sell
5,089
-19,287
-79% -$2.32M ﹤0.01% 8977
2025
Q2 		$3.42M Sell
24,376
-41
-0.2% -$4.65K ﹤0.01% 4709
2025
Q1 		$1.82M Buy
24,417
+17,339
+245% +$1.52M ﹤0.01% 5742
2024
Q4 		$605K Buy
7,078
+37
+0.5% +$3.26K ﹤0.01% 8212
2024
Q3 		$533K Sell
7,041
-2,561
-27% -$163K ﹤0.01% 8302
2024
Q2 		$547K Buy
9,602
+242
+3% +$12K ﹤0.01% 8055
2024
Q1 		$388K Sell
9,360
-3,564
-28% -$155K ﹤0.01% 9101
2023
Q4 		$588K Sell
12,924
-13,125
-50% -$471K ﹤0.01% 8265
2023
Q3 		$827K Buy
+26,049
New +$788K ﹤0.01% 7074
2023
Q2 		– Sell
-33,112
Closed -$666K – 12683
2023
Q1 		$573K Buy
+33,112
New +$450K ﹤0.01% 8236
2022
Q2 		– Sell
-30,623
Closed -$188K – 13497
2022
Q1 		$213K Sell
30,623
-11,091
-27% -$87.2K ﹤0.01% 11089
2021
Q4 		$375K Buy
+41,714
New +$306K ﹤0.01% 9948

Other funds holding LMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jeff Yass's LMB Position: Q2 2026 in Review

Jeff Yass reduced its Limbach Holdings (LMB) stake by 11% in Q2 2026, selling an estimated $220K and leaving 21,865 shares worth $1.68M. The position accounts for ﹤0.01% of the portfolio, ranked #6876.

Jeff Yass first reported a position in LMB in Q4 2021 and has held it in 15 quarters since. The position peaked at $3.42M in Q2 2025. 178 funds tracked by Wall St. Rank hold LMB as of Q2 2026.

  • Jeff Yass held 21,865 shares of Limbach Holdings worth $1.68M as of Q2 2026.
  • Jeff Yass sold 2,645 Limbach Holdings shares in Q2 2026, an estimated $220K.
  • Limbach Holdings made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #6876 holding.
  • Jeff Yass first reported a position in Limbach Holdings in Q4 2021 and has held it in 15 quarters since.
  • Jeff Yass's Limbach Holdings position peaked at $3.42M in Q2 2025.
  • 178 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.