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Limbach Holdings, Inc.

LMB Industrials
$52.33 +$0.59 (1.14%)
Market Cap: $624.03 M
Gurus Holding
4
Popularity Rank
#2367
% of Shares Held
5.72%
Net Activity (Q2 2026)
+$12.5 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 Q2 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $35.7 M.

Top institutional holders include Chuck Royce and Steven Cohen.

Institutional sentiment is currently Bullish. This is evidenced by a $12.5 M net inflow during the quarter.

Recent activity highlights Steven Cohen who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 40.3%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$16.53 M
Total Buy Value
New Buys 1
Additions 2
-$4.03 M
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
1
Net Buyers
3

FAQs for Limbach Holdings, Inc. (LMB)

Major holders include Chuck Royce ($34.21 M), Steven Cohen ($11.64 M), Renaissance Technologies (RenTech) ($5.99 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 682,125 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $12.5 M, with 3 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited LMB. The total reported sell value was $4.03 M.

Yes, 1 managers opened new positions in LMB, and 2 increased their existing holdings. The total reported buy value was $16.53 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.28% Add 16.7% 444,317 $34.21 M Q2 2026
0.01% New Buy 151,108 $11.64 M Q2 2026
0.01% Reduce -40.3% 77,771 $5.99 M Q2 2026
0.00% Add 0.6% 8,929 $687,507 Q2 2026
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