JO
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John Overdeck’s Limbach Holdings LMB Stock Holding History

John Overdeck’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 		$369K Sell
4,795
-8,742
-65% -$727K ﹤0.01% 4380
2026
Q1 		$1.06M Buy
13,537
+8,747
+183% +$736K ﹤0.01% 3230
2025
Q4 		$373K Sell
4,790
-9,026
-65% -$743K ﹤0.01% 3470
2025
Q3 		$1.34M Buy
13,816
+52
+0.4% +$6.26K ﹤0.01% 2392
2025
Q2 		$1.93M Buy
+13,764
New +$1.56M ﹤0.01% 1862
2024
Q4 		– Sell
-2,852
Closed -$216K – 3365
2024
Q3 		$216K Sell
2,852
-2,984
-51% -$190K ﹤0.01% 2787
2024
Q2 		$332K Sell
5,836
-9,464
-62% -$468K ﹤0.01% 2548
2024
Q1 		$634K Sell
15,300
-1,200
-7% -$52.2K ﹤0.01% 2217
2023
Q4 		$750K Buy
16,500
+2,000
+14% +$71.8K ﹤0.01% 2233
2023
Q3 		$460K Buy
14,500
+2,900
+25% +$87.8K ﹤0.01% 2315
2023
Q2 		$287K Buy
+11,600
New +$233K ﹤0.01% 2529
2023
Q1 		– Sell
-18,202
Closed -$189K – 3095
2022
Q4 		$189K Sell
18,202
-2,400
-12% -$22.9K ﹤0.01% 2407
2022
Q3 		$157K Sell
20,602
-5,121
-20% -$33.7K ﹤0.01% 2161
2022
Q2 		$137K Sell
25,723
-10,166
-28% -$62.4K ﹤0.01% 2230
2022
Q1 		$249K Sell
35,889
-33,881
-49% -$266K ﹤0.01% 2278
2021
Q4 		$628K Sell
69,770
-10,435
-13% -$76.6K ﹤0.01% 3025
2021
Q3 		$531K Sell
80,205
-40,950
-34% -$335K ﹤0.01% 3204
2021
Q2 		$1.12M Sell
121,155
-41,835
-26% -$421K ﹤0.01% 2379
2021
Q1 		$1.72M Buy
162,990
+78,986
+94% +$1.02M ﹤0.01% 1830
2020
Q4 		$1.04M Buy
+84,004
New +$901K ﹤0.01% 1984

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

John Overdeck's LMB Position: Q2 2026 in Review

John Overdeck reduced its Limbach Holdings (LMB) stake by 65% in Q2 2026, selling an estimated $727K and leaving 4,795 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #4380.

John Overdeck first reported a position in LMB in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.93M in Q2 2025. 177 funds tracked by Wall St. Rank hold LMB as of Q2 2026.

  • John Overdeck held 4,795 shares of Limbach Holdings worth $369K as of Q2 2026.
  • John Overdeck sold 8,742 Limbach Holdings shares in Q2 2026, an estimated $727K.
  • Limbach Holdings made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4380 holding.
  • John Overdeck first reported a position in Limbach Holdings in Q4 2020 and has held it in 20 quarters since.
  • John Overdeck's Limbach Holdings position peaked at $1.93M in Q2 2025.
  • 177 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.