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SummitTX Capital’s Liberty Energy LBRT Stock Holding History

SummitTX Capital’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
2025
Q4 		– Sell
-304,911
Closed -$3.76M – 853
2025
Q3 		$3.76M Buy
+304,911
New +$3.53M 0.16% 148

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SummitTX Capital's LBRT Position: Q4 2025 in Review

SummitTX Capital sold out of Liberty Energy (LBRT) in Q4 2025, closing a stake of 304,911 shares — an estimated $3.76M sold.

SummitTX Capital first reported a position in LBRT in Q3 2025 and held it in 1 quarter. The position peaked at $3.76M in Q3 2025. 341 funds tracked by Wall St. Rank hold LBRT as of Q4 2025.

  • SummitTX Capital reported no remaining Liberty Energy position as of Q4 2025 after selling out during the quarter.
  • SummitTX Capital sold 304,911 Liberty Energy shares in Q4 2025, an estimated $3.76M.
  • SummitTX Capital first reported a position in Liberty Energy in Q3 2025 and held it in 1 quarter.
  • SummitTX Capital's Liberty Energy position peaked at $3.76M in Q3 2025.
  • 341 funds tracked by Wall St. Rank held Liberty Energy as of Q4 2025.

Based on SummitTX Capital's 13F filing for Q4 2025, filed 17 Feb 2026.