Ray Dalio
LBRT icon

Ray Dalio’s Liberty Energy LBRT Stock Holding History

Ray Dalio’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 		$23.1M Buy
883,746
+669,525
+313% +$20M 0.1% 180
2026
Q1 		$6.17M Buy
214,221
+99,778
+87% +$2.54M 0.03% 367
2025
Q4 		$2.11M Sell
114,443
-153,875
-57% -$2.57M 0.01% 754
2025
Q3 		$3.31M Sell
268,318
-103,001
-28% -$1.19M 0.01% 589
2025
Q2 		$4.26M Sell
371,319
-183,013
-33% -$2.22M 0.02% 346
2025
Q1 		$8.78M Sell
554,332
-173,049
-24% -$3.11M 0.04% 279
2024
Q4 		$14.5M Buy
727,381
+26,567
+4% +$491K 0.07% 206
2024
Q3 		$13.4M Buy
700,814
+518,830
+285% +$10.7M 0.08% 219
2024
Q2 		$3.8M Sell
181,984
-99,837
-35% -$2.23M 0.02% 408
2024
Q1 		$5.84M Buy
281,821
+44,757
+19% +$885K 0.03% 356
2023
Q4 		$4.3M Buy
+237,064
New +$4.5M 0.02% 386

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 $3.38T AUM 44.17% 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
Frontier Capital Management
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Nomura Asset Management International
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Ray Dalio's LBRT Position: Q2 2026 in Review

Ray Dalio increased its Liberty Energy (LBRT) stake by 313% in Q2 2026, buying an estimated $20M and bringing the position to 883,746 shares worth $23.1M. The position accounts for 0.1% of the portfolio, ranked #180.

Ray Dalio first reported a position in LBRT in Q4 2023 and has held it in 11 quarters since. 406 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Ray Dalio held 883,746 shares of Liberty Energy worth $23.1M as of Q2 2026.
  • Ray Dalio bought 669,525 Liberty Energy shares in Q2 2026, an estimated $20M.
  • Liberty Energy made up 0.1% of Ray Dalio's portfolio in Q2 2026, its #180 holding.
  • Ray Dalio first reported a position in Liberty Energy in Q4 2023 and has held it in 11 quarters since.
  • 406 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.