LBRT — LIBERTY ENERGY INC

Ownership history in Sowell Financial Services LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Sowell Financial Services LLC reported a position in LIBERTY ENERGY INC (LBRT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q1)
Avg. % of fund
0.01%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 10,060 -619 -5.8% 0.00% $124K $12.24
2025 Q2 ADDED 10,679 +461 +4.5% 0.00% $123K $11.30
2025 Q1 INITIATED 10,218 — — 0.01% $162K $15.48
% of Fund (quarterly)    LBRT price (monthly, adj. close)

Other funds also holding LBRT

As of 2025 Q4 — sorted by position size

Goodlander Investment Management, LLC 13.75% Webs Creek Capital Management LP 3Y 5.02% Callodine Capital Management, LP 3Y 7Y 3.39% TOWLE & CO 3Y 7Y 2.83% Forest Avenue Capital Management LP 3Y 1.68% COOPER CREEK PARTNERS MANAGEMENT LLC 3Y 7Y 1.47% QSV Equity Investors LLC 1.33% Sourcerock Group LLC 3Y 1.03% CoreCommodity Management, LLC 3Y 7Y 1.02% Empyrean Capital Partners, LP 3Y 7Y 0.77%
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