LCM
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Legato Capital Management’s Liberty Energy LBRT Stock Holding History

Legato 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
2026
Q2 		$287K Buy
+10,968
New +$328K 0.02% 591
2026
Q1 		– Sell
-45,627
Closed -$842K – 823
2025
Q4 		$842K Buy
+45,627
New +$762K 0.07% 400
2024
Q3 		– Sell
-39,910
Closed -$834K – 603
2024
Q2 		$834K Buy
39,910
+16,353
+69% +$365K 0.11% 306
2024
Q1 		$488K Buy
+23,557
New +$466K 0.06% 448

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Legato Capital Management's LBRT Position: Q2 2026 in Review

Legato Capital Management opened a new position in Liberty Energy (LBRT) in Q2 2026: 10,968 shares worth $287K. The stake represents 0.02% of the portfolio and ranks #591 among its holdings. This is a return to the name: Legato Capital Management previously reported a position in LBRT as recently as Q4 2025.

Legato Capital Management first reported a position in LBRT in Q1 2024 and has held it in 4 quarters since. The position peaked at $842K in Q4 2025. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Legato Capital Management held 10,968 shares of Liberty Energy worth $287K as of Q2 2026.
  • Liberty Energy was a new Legato Capital Management position in Q2 2026.
  • Liberty Energy made up 0.02% of Legato Capital Management's portfolio in Q2 2026, its #591 holding.
  • Legato Capital Management first reported a position in Liberty Energy in Q1 2024 and has held it in 4 quarters since.
  • Legato Capital Management's Liberty Energy position peaked at $842K in Q4 2025.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Legato Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.