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Limbach Holdings, Inc.

LMB Industrials
$80.42 +$0.22 (0.27%)
Market Cap: $939.26 M
Gurus Holding
3
Popularity Rank
#2757
% of Shares Held
4.04%
Net Activity (Q4 2025)
+$6.33 M

Guru Ownership Trend

Guru Analysis for Limbach Holdings, Inc. (LMB)

Limbach Holdings, Inc. (LMB), a key player in the Industrials sector, continues to attract institutional attention.

As of Q4 2025, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $37.97 M.

Top institutional holders include Chuck Royce and Renaissance Technologies (RenTech).

Institutional sentiment is currently Bullish. This is evidenced by a $6.33 M net inflow during the quarter.

Recent activity highlights Chuck Royce who increased their stake by 83.7%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 35.1%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$11.91 M
Total Buy Value
New Buys 0
Additions 1
-$5.58 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
2
Net Buyers
1

FAQs for Limbach Holdings, Inc. (LMB)

Major holders include Chuck Royce ($26.13 M), Renaissance Technologies (RenTech) ($9.91 M), Cliff Asness ($716,194). According to the latest reported data, 3 tracked investment managers collectively hold approximately 472,134 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $6.33 M, with 1 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited LMB. The total reported sell value was $5.58 M.

Yes, 0 managers opened new positions in LMB, and 1 increased their existing holdings. The total reported buy value was $11.91 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.26% Add 83.7% 335,663 $26.13 M Q4 2025
0.02% Reduce -35.1% 127,271 $9.91 M Q4 2025
0.00% Reduce -24.7% 9,200 $716,194 Q4 2025
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