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Situational Awareness’s Liberty Energy LBRT Stock Holding History

Situational Awareness’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
Q1 		– Sell
-567,200
Closed -$10.5M – 50
2025
Q4 		$10.5M Buy
+567,200
New +$9.48M 0.19% 25

Other funds holding LBRT

BlackRock
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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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Situational Awareness's LBRT Position: Q1 2026 in Review

Situational Awareness sold out of Liberty Energy (LBRT) in Q1 2026, closing a stake of 567,200 shares — an estimated $10.5M sold.

Situational Awareness first reported a position in LBRT in Q4 2025 and held it in 1 quarter. The position peaked at $10.5M in Q4 2025. 396 funds tracked by Wall St. Rank hold LBRT as of Q1 2026.

  • Situational Awareness reported no remaining Liberty Energy position as of Q1 2026 after selling out during the quarter.
  • Situational Awareness sold 567,200 Liberty Energy shares in Q1 2026, an estimated $10.5M.
  • Situational Awareness first reported a position in Liberty Energy in Q4 2025 and held it in 1 quarter.
  • Situational Awareness's Liberty Energy position peaked at $10.5M in Q4 2025.
  • 396 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2026.

Based on Situational Awareness's 13F filing for Q1 2026, filed 18 May 2026.