Which hedge funds own LMB? LIMBACH HLDGS INC, Q2 2026 13F holders
22 tracked hedge funds disclosed a position in LMB (LIMBACH HLDGS INC) in their Q2 2026 13F filings, worth $110.7m in total. The largest holder by portfolio weight is Corsair Capital Management, L.P. at 2.8% of its book. 8 opened a new position this quarter: Kerrisdale Advisers, LLC, CastleKnight Management LP, KR Capital LP, CenterBook Partners LP. 7 exited: Pillsbury Lake Capital LLC, Prelude Capital Management, LLC, Caxton Associates LLP.
- 22
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 8
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 7
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $33.6m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $8.3m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $111m
- Combined value Sum of the holders' reported positions in the security.
- 1.8%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Pillsbury Lake Capital LLC | 2.0% | $4.4m |
| Prelude Capital Management, LLC | 0.1% | $1.8m |
| Caxton Associates LLP | 0.02% | $891k |
| Boothbay Fund Management, LLC | 0.01% | $604k |
| Schonfeld Strategic Advisors LLC | 0.0% | $222k |
| Squarepoint Ops LLC | 0.0% | $377k |
| Freestone Grove Partners LP | 0.0% | $48.9k |
Ownership over time
Who discovered LMB first? Beta
The run: Q2 2022 → Q2 2025, ×26
| Potrero Capital Research LLC | Q1 2025 | – | +4.2 pts |
| Corsair Capital Management, L.P. high conviction | Q3 2024 | – | +3.2 pts |
| Aristides Capital LLC | Q4 2022 | – | +1.3 pts |
| Cannell Capital LLC | Q2 2024 | – | +0.6 pts |
| MYDA Advisors LLC | Q1 2024 | – | +0.4 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.