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 		$3.83M Sell
49,700
-600
-1% -$49.9K ﹤0.01% 5133
2026
Q1 		$3.93M Buy
50,300
+44,100
+711% +$3.71M ﹤0.01% 4705
2025
Q4 		$483K Buy
6,200
+1,300
+27% +$107K ﹤0.01% 8870
2025
Q3 		$476K Sell
4,900
-3,800
-44% -$457K ﹤0.01% 9071
2025
Q2 		$1.22M Buy
8,700
+5,600
+181% +$636K ﹤0.01% 6929
2025
Q1 		$231K Sell
3,100
-7,400
-70% -$647K ﹤0.01% 10634
2024
Q4 		$898K Buy
10,500
+7,100
+209% +$626K ﹤0.01% 7233
2024
Q3 		$258K Buy
+3,400
New +$216K ﹤0.01% 9937
2024
Q2 		– Sell
-5,000
Closed -$207K – 12728
2024
Q1 		$207K Buy
+5,000
New +$217K ﹤0.01% 10527
2023
Q4 		– Sell
-10,500
Closed -$333K – 12887
2023
Q3 		$333K Buy
+10,500
New +$318K ﹤0.01% 9131
2022
Q1 		– Sell
-20,000
Closed -$180K – 13553
2021
Q4 		$180K Buy
+20,000
New +$147K ﹤0.01% 11572

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.