Byrne Asset Management LLC LMNR LIMONEIRA CO COM

Ownership history in Byrne Asset Management LLC  ·  10 quarters on record

AI Ownership Summary

Byrne Asset Management LLC reported LIMONEIRA CO COM (LMNR) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.1% in 2026 Q1. The latest visible filing shows LMNR at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LMNR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Byrne Asset Management LLC's position in LIMONEIRA CO COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LMNR was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Byrne Asset Management LLC held LMNR — position size vs. price
% of Fund (quarterly)    LMNR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 12,671 0% 0.10% $170K 2026-05-15 (Est.) $13.01
2025 Q4 ADDED 12,671 +7,520 +146.0% 0.09% $160K 2026-01-12 $13.69
2025 Q3 UNCHANGED 5,151 0% 0.05% $76K 2025-10-22 $14.86
2025 Q2 ADDED 5,151 +1,282 +33.1% 0.05% $81K 2025-07-09 $15.46
2025 Q1 ADDED 3,869 +2,769 +251.7% 0.05% $69K 2025-04-16 $15.67
2024 Q4 UNCHANGED 1,100 0% 0.02% $29K 2025-01-28 $22.74
2024 Q2 UNCHANGED 1,100 0% 0.02% $22K 2024-07-23 $21.54
2024 Q1 ADDED 1,100 +700 +175.0% 0.01% $22K 2024-04-22 $19.14
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Byrne Asset Management LLC and LMNR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Byrne Asset Management LLC reported owning LMNR?

Byrne Asset Management LLC reported LMNR across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported LMNR position in Byrne Asset Management LLC's portfolio?

The largest reported portfolio weight for LMNR was 0.10% in 2026 Q1.

What is the latest reported LMNR position on this page?

The most recent filing on this page is 2026 Q1, when Byrne Asset Management LLC reported 12,671 shares, equal to 0.10% of portfolio, with an estimated market value of $170K.

What does the chart on this LMNR ownership page compare?

The chart compares Byrne Asset Management LLC's quarterly LMNR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Byrne Asset Management LLC time their LMNR position?

Based on 13F filing dates vs. subsequent LMNR price moves, Byrne Asset Management LLC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on LMNR relative to SPY over the holding period was -24.8%.

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