Chuck Royce's LBRT Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 581,190 shares of Liberty Energy Inc. (LBRT) worth $10.73 M, representing 0.11% of the portfolio. First purchased in 2018-Q3, this medium-term investment has been held for 17 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in LBRT, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 260,000 shares. Largest reduction occurred in Q3 2020, reducing 295,456 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Liberty Energy (LBRT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Liberty Energy (LBRT) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +57,732 | Add 11.03% | 581,190 | $18.46 |
| Q3 2025 | -34,128 | Reduce 6.12% | 523,458 | $12.34 |
| Q2 2025 | +94,171 | Add 20.32% | 557,586 | $11.48 |
| Q1 2025 | +155,560 | Add 50.53% | 463,415 | $15.83 |
| Q4 2024 | +260,000 | Add 543.31% | 307,855 | $19.89 |
| Q2 2024 | +17,943 | Add 59.99% | 47,855 | $20.89 |
| Q1 2024 | +29,912 | New Buy | 29,912 | $20.72 |
| Q3 2020 | -295,456 | Sold Out | 0 | $0.00 |
| Q2 2020 | +151,809 | Add 105.68% | 295,456 | $5.48 |
| Q1 2020 | +138,660 | Add 2780.43% | 143,647 | $2.69 |
| Q4 2019 | +572 | Add 12.96% | 4,987 | $11.03 |
| Q3 2019 | +2,207 | Add 99.95% | 4,415 | $10.87 |
| Q2 2019 | +141 | Add 6.82% | 2,208 | $16.30 |
| Q1 2019 | +540 | Add 35.36% | 2,067 | $15.48 |
| Q4 2018 | -35 | Reduce 2.24% | 1,527 | $13.10 |
| Q3 2018 | +1,562 | New Buy | 1,562 | $21.77 |
Chuck Royce's Liberty Energy Investment FAQs
Chuck Royce first purchased Liberty Energy Inc. (LBRT) in Q3 2018, acquiring 1,562 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Liberty Energy Inc. (LBRT) for 17 quarters since Q3 2018.
Chuck Royce's largest addition to Liberty Energy Inc. (LBRT) was in Q4 2024, adding 307,855 shares worth $6.12 M.
According to the latest 13F filing for Q4 2025, Chuck Royce's firm, Royce & Associates Lp, owns 581,190 shares of Liberty Energy Inc. (LBRT), valued at approximately $10.73 M.
As of the Q4 2025 filing, Liberty Energy Inc. (LBRT) represents approximately 0.11% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Liberty Energy Inc. (LBRT) was 581,190 shares, as reported at the end of Q4 2025.