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Equibles

MAI Capital Management

Position in LBRT — Liberty Energy Inc.

CIK 1040197 INDEPENDENCE, OH
Back to LBRT Full portfolio

Position in LBRT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$952,635
-$93,553 QoQ
Shares Held
36,374
+0.1% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#193
of 405 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in LBRT Over Time

Shares Held

Position Value (USD)

Derivatives in LBRT

reported options exposure · as of Sep 30, 2025
CallValue
$0
CallShares
0
PutValue
$185,100
PutShares
15,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Oil & Gas Equipment & Services

Energy · as of Jun 30, 2026

MAI Capital Management holds $12,235,067 across 9 Oil & Gas Equipment & Services names. LBRT ranks #5 (7.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BKR
Baker Hughes Co
 79,068 $4,388,274
2 HAL
Halliburton Co
 68,007 $2,308,836
3 SLB
Slb Limited/Nv
 41,647 $1,936,168
4 FTI
TechnipFMC plc
 25,704 $1,704,175
5 LBRT
Liberty Energy Inc.
This page 		36,374 $952,635
6 NOV
NOV Inc.
 17,505 $324,717
7 NOA
North American Construction Group Ltd.
 21,560 $286,748
8 AROC
Archrock, Inc.
 5,005 $203,752

All Filings in LBRT

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $952,635 36,374
2026-03-31 $1,046,188 36,326
2025-12-31 $721,232 39,070
2025-09-30 $185,100 15,000
2025-09-30 $475,916 38,567
2025-06-30 $443,851 38,663
2025-03-31 $308,685 19,500
2025-03-31 $610,515 38,567
2024-12-31 $387,855 19,500
2024-12-31 $767,097 38,567
2024-09-30 $737,083 38,611
2024-09-30 $372,255 19,500