Tom Bancroft - Makaira Partners
Period:    Q4 2025
Portfolio date:    31 Dec 2025
No. of stocks:    11
Portfolio value:    $127,897,188
Holdings Activity Buys Sells    History
Holding/activity history for  Limbach Holdings, Inc. (LMB)
← All LMB superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q4 102,239 6.22 Add 95.71% 3.04 $65.08–103.36 · VW $83.43i $7,959,306 SEC
2025   Q3 52,239 2.61 $97.12 $5,073,452 SEC
2025   Q2 52,239 2.23 Buy 2.23 $63.02–144.00 · VW $111.01i $7,318,684 SEC
Price snapshot:
Current price$73.14
Avg. buy price$109.66
+/- since buy-33.30%
52-week low$65.08
52-week high$151.40