LMB β€” LIMBACH HLDGS INC

Ownership history in WASATCH ADVISORS LP  Β·  7 quarters on record

AI Ownership Summary

WASATCH ADVISORS LP reported LIMBACH HLDGS INC (LMB) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.47% in 2025 Q2. The latest visible filing shows LMB at 0.46% 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.

What this LMB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WASATCH ADVISORS LP's position in LIMBACH HLDGS 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
2025 Q4

LMB was reported at 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% in 2025 Q2

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

Time in book
Holding Window
2024 Q2 to 2025 Q4

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 WASATCH ADVISORS LP held LMB β€” position size vs. price
% of Fund (quarterly)    LMB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 997,394 +273,818 +37.8% 0.46% $77.6M 2026-02-14 (Est.) $88.14
2025 Q3 ADDED 723,576 +84,697 +13.3% 0.38% $70.3M 2025-11-14 $71.12
2025 Q2 ADDED 638,879 +237,475 +59.2% 0.47% $89.5M 2025-08-14 $115.13
2025 Q1 ADDED 401,404 +27,022 +7.2% 0.17% $29.9M 2025-05-15 $122.54
2024 Q4 ADDED 374,382 +1,546 +0.4% 0.16% $32.0M 2025-02-13 $90.73
2024 Q3 ADDED 372,836 +23,360 +6.7% 0.14% $28.2M 2024-11-14 $88.81
2024 Q2 INITIATED 349,476 β€” β€” 0.11% $19.9M 2024-08-14 $59.27

FAQ About WASATCH ADVISORS LP and LMB

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

How long has WASATCH ADVISORS LP reported owning LMB?

WASATCH ADVISORS LP reported LMB across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported LMB position in WASATCH ADVISORS LP's portfolio?

The largest reported portfolio weight for LMB was 0.47% in 2025 Q2.

What is the latest reported LMB position on this page?

The most recent filing on this page is 2025 Q4, when WASATCH ADVISORS LP reported 997,394 shares, equal to 0.46% of portfolio, with an estimated market value of $77.6M.

What does the chart on this LMB ownership page compare?

The chart compares WASATCH ADVISORS LP's quarterly LMB 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.

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