Jim Simons
LBRT icon

Jim Simons’s Liberty Energy LBRT Stock Holding History

Jim Simons’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
-556,700
Closed -$6.87M – 3523
2025
Q3 		$6.87M Buy
556,700
+362,300
+186% +$4.19M 0.01% 1304
2025
Q2 		$2.23M Sell
194,400
-27,500
-12% -$333K ﹤0.01% 2038
2025
Q1 		$3.51M Buy
221,900
+163,600
+281% +$2.94M 0.01% 1648
2024
Q4 		$1.16M Buy
58,300
+11,200
+24% +$207K ﹤0.01% 2414
2024
Q3 		$899K Buy
+47,100
New +$972K ﹤0.01% 2510
2024
Q1 		– Sell
-298,500
Closed -$5.42M – 3909
2023
Q4 		$5.42M Sell
298,500
-951,300
-76% -$18.1M 0.01% 1301
2023
Q3 		$23.1M Sell
1,249,800
-375,300
-23% -$6.19M 0.04% 515
2023
Q2 		$21.7M Buy
1,625,100
+318,300
+24% +$4.12M 0.03% 639
2023
Q1 		$16.7M Buy
1,306,800
+194,100
+17% +$2.87M 0.02% 818
2022
Q4 		$17.8M Buy
1,112,700
+371,300
+50% +$5.91M 0.02% 767
2022
Q3 		$9.4M Buy
741,400
+603,300
+437% +$8.15M 0.01% 1068
2022
Q2 		$1.76M Buy
+138,100
New +$2.17M ﹤0.01% 2284
2020
Q2 		– Sell
-31,800
Closed -$86K – 3621
2020
Q1 		$86K Sell
31,800
-491,700
-94% -$3.43M ﹤0.01% 3251
2019
Q4 		$5.82M Buy
523,500
+476,200
+1,007% +$4.52M ﹤0.01% 1760
2019
Q3 		$512K Buy
+47,300
New +$580K ﹤0.01% 2864

Other funds holding LBRT

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jim Simons's LBRT Position: Q4 2025 in Review

Jim Simons sold out of Liberty Energy (LBRT) in Q4 2025, closing a stake of 556,700 shares — an estimated $6.87M sold.

Jim Simons first reported a position in LBRT in Q3 2019 and held it in 15 quarters. The position peaked at $23.1M in Q3 2023. 341 funds tracked by Wall St. Rank hold LBRT as of Q4 2025.

  • Jim Simons reported no remaining Liberty Energy position as of Q4 2025 after selling out during the quarter.
  • Jim Simons sold 556,700 Liberty Energy shares in Q4 2025, an estimated $6.87M.
  • Jim Simons first reported a position in Liberty Energy in Q3 2019 and held it in 15 quarters.
  • Jim Simons's Liberty Energy position peaked at $23.1M in Q3 2023.
  • 341 funds tracked by Wall St. Rank held Liberty Energy as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.