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Kerrisdale Advisers’s Limbach Holdings LMB Stock Holding History

Kerrisdale Advisers’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 		$1.58M Buy
+20,510
New +$1.71M 0.4% 50

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

Kerrisdale Advisers's LMB Position: Q2 2026 in Review

Kerrisdale Advisers opened a new position in Limbach Holdings (LMB) in Q2 2026: 20,510 shares worth $1.58M. The stake represents 0.4% of the portfolio and ranks #50 among its holdings.

178 funds tracked by Wall St. Rank hold LMB as of Q2 2026.

  • Kerrisdale Advisers held 20,510 shares of Limbach Holdings worth $1.58M as of Q2 2026.
  • Limbach Holdings was a new Kerrisdale Advisers position in Q2 2026.
  • Limbach Holdings made up 0.4% of Kerrisdale Advisers's portfolio in Q2 2026, its #50 holding.
  • 178 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2026.

Based on Kerrisdale Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.