Murray Stahl’s Liberty Energy LBRT Stock Holding History

Murray Stahl’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	$6.15M	Sell	234,806 -53,416	-19%	-$1.6M	0.07%	63
2026 Q1	$8.3M	Sell	288,222 -54,489	-16%	-$1.39M	0.09%	53
2025 Q4	$6.33M	Sell	342,711 -4,115	-1%	-$68.8K	0.09%	59
2025 Q3	$4.28M	Buy	346,826 +197,398	+132%	+$2.28M	0.05%	74
2025 Q2	$1.72M	Sell	149,428 -9,486	-6%	-$115K	0.02%	137
2025 Q1	$2.52M	Sell	158,914 -65,935	-29%	-$1.18M	0.03%	107
2024 Q4	$4.47M	Sell	224,849 -35,758	-14%	-$661K	0.06%	77
2024 Q3	$4.97M	Buy	260,607 +24,604	+10%	+$508K	0.07%	72
2024 Q2	$4.93M	Buy	236,003 +30,809	+15%	+$687K	0.09%	67
2024 Q1	$4.25M	Buy	205,194 +183,248	+835%	+$3.62M	0.08%	70
2023 Q4	$398K	Buy	+21,946	New	+$417K	0.01%	229

Other funds holding LBRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Murray Stahl's LBRT Position: Q2 2026 in Review

Murray Stahl reduced its Liberty Energy (LBRT) stake by 19% in Q2 2026, selling an estimated $1.6M and leaving 234,806 shares worth $6.15M. The position accounts for 0.07% of the portfolio, ranked #63.

Murray Stahl first reported a position in LBRT in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.3M in Q1 2026. 403 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

Murray Stahl held 234,806 shares of Liberty Energy worth $6.15M as of Q2 2026.
Murray Stahl sold 53,416 Liberty Energy shares in Q2 2026, an estimated $1.6M.
Liberty Energy made up 0.07% of Murray Stahl's portfolio in Q2 2026, its #63 holding.
Murray Stahl first reported a position in Liberty Energy in Q4 2023 and has held it in 11 quarters since.
Murray Stahl's Liberty Energy position peaked at $8.3M in Q1 2026.
403 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Horizon Kinetics Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.