undamentalytics Newsletter

Limbach Holdings, Inc.: which funds bought and sold

Institutions that bought and sold Limbach Holdings shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 95 institutions that filed 13F reports for both quarters added to or opened positions in Limbach Holdings, and 93 cut or closed them. Together they sold a net 583K shares, −5.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 657K shares (−16.9%); index fund managers were net buyers of 210K shares (+9.5%). 27 opened a new position and 39 sold out entirely.

Bought, Q2 2026 95 institutions, 27 of them new holders Sold, Q2 2026 93 institutions, 39 of them sold out
Net change, all compared −583K shares (−5.7%)
Net change, active managers −657K shares (−16.9%), 19 bought, 15 sold

Buyers versus sellers

institutions compared, 214
Active managers and hedge funds 19 bought · 15 sold · −657K
Index fund managers 8 bought · 1 sold · +210K
Other institutions 68 bought · 77 sold · −136K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Boston Partners Active manager +168K New position 168K $12.9M
Point72 Asset Management, L.P. Hedge fund +151K New position 151K $11.6M
Citadel Advisors LLC Hedge fund +142K +182.8% 219K $16.9M
Blackrock, Inc. Index funds +132K +15.6% 979K $75.4M
Jane Street Group, LLC +125K New position 125K $9.6M
Castleknight Management LP Hedge fund +121K New position 121K $9.3M
Segall Bryant & Hamill, LLC Active manager +82K +49.0% 251K $19.3M
Centerbook Partners LP Hedge fund +64K New position 64K $5M
Royce & Associates LP Active manager +64K +16.7% 444K $34.2M
River Road Asset Management, LLC Active manager +61K New position 61K $4.7M
Balyasny Asset Management L.P. Hedge fund +59K +686.8% 67K $5.2M
Millennium Management LLC Hedge fund +50K +239.3% 71K $5.4M
Grandeur Peak Global Advisors, LLC +47K New position 47K $3.6M
Polar Asset Management Partners Inc. +43K +47.7% 132K $10.2M
Walleye Capital LLC Hedge fund +39K New position 39K $3M
Goldman Sachs Group Inc +38K +38.6% 137K $10.6M
Kr Capital LP +38K New position 38K $2.9M
FMR LLC Active manager +34K +4.8% 736K $56.6M
Qube Research & Technologies Ltd Hedge fund +31K +107.6% 59K $4.5M
Geode Capital Management, LLC Index funds +26K +9.4% 298K $23M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Capital International Investors Active manager −824K Sold out 0 —
Wasatch Advisors LP Active manager −589K −60.7% 381K $29.3M
Clearbridge Investments, LLC Active manager −133K Sold out 0 —
Bessemer Group Inc −125K −71.6% 50K $3.8M
Renaissance Group LLC −105K Sold out 0 —
WCM Investment Management, LLC Active manager −68K −86.5% 11K $831,473
Pillsbury Lake Capital LLC −57K Sold out 0 —
Renaissance Technologies LLC Hedge fund −52K −40.3% 78K $6M
Geneva Capital Management LLC Active manager −51K −21.4% 186K $14.3M
Public Employees Retirement System Of Ohio −36K Sold out 0 —
Bank Of America Corp −28K −70.7% 11K $879,725
Corsair Capital Management, L.P. −24K −7.6% 288K $22.2M
UBS Group AG −23K −34.0% 45K $3.5M
Morgan Stanley −23K −14.6% 134K $10.3M
Prelude Capital Management, LLC −23K Sold out 0 —
Great Lakes Advisors, LLC −22K Sold out 0 —
Rockefeller Capital Management L.P. −21K −9.2% 209K $16.1M
Knights Of Columbus Asset Advisors LLC −17K Sold out 0 —
First Trust Advisors LP −16K Sold out 0 —
Thrivent Financial For Lutherans −15K −1.8% 864K $66.5M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Boston PartnersActive manager 168K $12.9M
Point72 Asset Management, L.P.Hedge fund 151K $11.6M
Jane Street Group, LLC 125K $9.6M
Castleknight Management LPHedge fund 121K $9.3M
Centerbook Partners LPHedge fund 64K $5M
River Road Asset Management, LLCActive manager 61K $4.7M
Grandeur Peak Global Advisors, LLC 47K $3.6M
Walleye Capital LLCHedge fund 39K $3M
Kr Capital LP 38K $2.9M
Kerrisdale Advisers, LLC 21K $1.6M

Sold out

largest by value

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
178
Ten largest holders
52.6%
of 13F-reported shares
Index fund managers
25.3%
of 13F-reported shares
Active managers and hedge funds
33.6%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 19 15 8 8 −657K −16.9%
Index fund managers 8 1 0 0 +210K +9.5%
Other institutions 68 77 19 31 −136K −3.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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