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Kennedy Capital Management’s Liberty Energy LBRT Stock Holding History

Kennedy Capital 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
Q2 		– Sell
-54,777
Closed -$867K – 636
2025
Q1 		$867K Sell
54,777
-268,365
-83% -$4.82M 0.02% 533
2024
Q4 		$6.43M Sell
323,142
-37,438
-10% -$692K 0.14% 260
2024
Q3 		$6.88M Sell
360,580
-127,752
-26% -$2.64M 0.15% 239
2024
Q2 		$10.2M Sell
488,332
-54,192
-10% -$1.21M 0.22% 152
2024
Q1 		$11.2M Sell
542,524
-101,687
-16% -$2.01M 0.23% 145
2023
Q4 		$11.7M Sell
644,211
-38,018
-6% -$722K 0.26% 124
2023
Q3 		$12.6M Sell
682,229
-16,726
-2% -$276K 0.31% 90
2023
Q2 		$9.35M Sell
698,955
-69,741
-9% -$904K 0.22% 164
2023
Q1 		$9.85M Sell
768,696
-144,183
-16% -$2.13M 0.29% 105
2022
Q4 		$14.6M Sell
912,879
-64,208
-7% -$1.02M 0.41% 60
2022
Q3 		$12.4M Buy
977,087
+52,294
+6% +$706K 0.36% 77
2022
Q2 		$11.8M Sell
924,793
-11,178
-1% -$175K 0.33% 86
2022
Q1 		$13.9M Buy
935,971
+50,685
+6% +$648K 0.33% 89
2021
Q4 		$8.59M Buy
885,286
+76,413
+9% +$887K 0.18% 206
2021
Q3 		$9.81M Sell
808,873
-28,032
-3% -$311K 0.22% 151
2021
Q2 		$11.9M Buy
836,905
+20,799
+3% +$281K 0.25% 117
2021
Q1 		$9.21M Buy
816,106
+80,613
+11% +$969K 0.19% 198
2020
Q4 		$7.58M Buy
735,493
+47,615
+7% +$434K 0.17% 218
2020
Q3 		$5.5M Buy
687,878
+312,878
+83% +$2.18M 0.16% 239
2020
Q2 		$2.06M Buy
+375,000
New +$1.76M 0.06% 492
2020
Q1 		– Sell
-370,731
Closed -$4.12M – 699
2019
Q4 		$4.12M Buy
370,731
+8,054
+2% +$76.4K 0.1% 387
2019
Q3 		$3.93M Sell
362,677
-10,208
-3% -$125K 0.1% 396
2019
Q2 		$6.03M Buy
372,885
+122,572
+49% +$1.88M 0.14% 269
2019
Q1 		$3.85M Buy
250,313
+27,409
+12% +$420K 0.09% 411
2018
Q4 		$2.89M Buy
222,904
+24,548
+12% +$445K 0.07% 471
2018
Q3 		$4.28M Buy
198,356
+99,332
+100% +$1.92M 0.08% 448
2018
Q2 		$1.85M Buy
+99,024
New +$1.94M 0.03% 608

Other funds holding LBRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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 $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kennedy Capital Management's LBRT Position: Q2 2025 in Review

Kennedy Capital Management sold out of Liberty Energy (LBRT) in Q2 2025, closing a stake of 54,777 shares — an estimated $867K sold.

Kennedy Capital Management first reported a position in LBRT in Q2 2018 and held it in 27 quarters. The position peaked at $14.6M in Q4 2022. 324 funds tracked by Wall St. Rank hold LBRT as of Q2 2025.

  • Kennedy Capital Management reported no remaining Liberty Energy position as of Q2 2025 after selling out during the quarter.
  • Kennedy Capital Management sold 54,777 Liberty Energy shares in Q2 2025, an estimated $867K.
  • Kennedy Capital Management first reported a position in Liberty Energy in Q2 2018 and held it in 27 quarters.
  • Kennedy Capital Management's Liberty Energy position peaked at $14.6M in Q4 2022.
  • 324 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2025.

Based on Kennedy Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.