TOWLE & CO LBRT — LIBERTY OILFIELD SVCS INC

Ownership history in TOWLE & CO  ·  21 quarters on record

AI Ownership Summary

TOWLE & CO reported LIBERTY OILFIELD SVCS INC (LBRT) in 21 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.98% in 2026 Q1. The latest visible filing shows LBRT at 2.98% 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 LBRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TOWLE & CO's position in LIBERTY OILFIELD SVCS INC, 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

LBRT was reported at 2.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.98% 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
2023 Q4 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.

LBRT stock page TOWLE & CO fund profile TOWLE & CO full holdings
How TOWLE & CO held LBRT — position size vs. price
% of Fund (quarterly)    LBRT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 266,651 -313,685 -54.1% 2.98% $7.7M 2026-05-14 $33.34
2025 Q4 REDUCED — — — 580,336 -29,319 -4.8% 2.83% $10.7M 2026-02-12 $24.69
2025 Q3 ADDED — — — 609,655 +64,130 +11.8% 1.90% $7.5M 2025-11-10 $16.95
2025 Q2 REDUCED 16.8% +11.6% ❌ 545,525 -110,459 -16.8% 1.47% $6.3M 2025-08-13 $11.14
2025 Q1 REDUCED — — — 655,984 -20,514 -3.0% 2.27% $10.4M 2025-05-15 $11.94
2024 Q4 REDUCED 22.9% -20.0% ✅ 676,498 -201,106 -22.9% 2.31% $13.5M 2025-02-14 $17.42
2024 Q3 REDUCED — — — 877,604 -20,627 -2.3% 2.39% $16.8M 2024-11-14 $16.80
2024 Q2 ADDED — — — 898,231 +14,971 +1.7% 2.46% $18.8M 2024-08-14 $19.44
2024 Q1 REDUCED 32.5% -1.9% ✅ 883,260 -425,211 -32.5% 2.15% $18.3M 2024-05-15 $22.22
2023 Q4 REDUCED 11.5% +16.0% ❌ 1,308,471 -170,470 -11.5% 2.75% $23.7M 2024-02-14 $18.81
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LBRT

As of 2026 Q1 — sorted by position size

Bosman Wealth Management, LLC 2.91% CROWN ADVISORS MANAGEMENT, INC. 3Y 7Y 1.91% Fulcrum Asset Management LLP 3Y 1.86% SummerHaven Investment Management, LLC 3Y 1.15% Williamson Legacy Group, LLC 0.76% FLORIDA FINANCIAL ADVISORS, LLC 0.74% Informed Momentum Co LLC 3Y 7Y 0.54% Hara Capital LLC 0.45% Aster Capital Management (DIFC) Ltd 0.39% SG Capital Management LLC 3Y 7Y 0.31%

FAQ About TOWLE & CO and LBRT

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

How long has TOWLE & CO reported owning LBRT?

TOWLE & CO reported LBRT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LBRT position in TOWLE & CO's portfolio?

The largest reported portfolio weight for LBRT was 2.98% in 2026 Q1.

What is the latest reported LBRT position on this page?

The most recent filing on this page is 2026 Q1, when TOWLE & CO reported 266,651 shares, equal to 2.98% of portfolio, with an estimated market value of $7.7M.

What does the chart on this LBRT ownership page compare?

The chart compares TOWLE & CO's quarterly LBRT 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 TOWLE & CO time their LBRT position?

Based on 13F filing dates vs. subsequent LBRT price moves, TOWLE & CO correctly timed 9 out of 20 reported position changes (45%). The annualised alpha on LBRT relative to SPY over the holding period was +5.3%.

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