Position in LBRT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,493,744
-$425,923 QoQ
Shares Held
209,765
+2.1% QoQ
Ownership
0.129%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#90
of 404 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in LBRT Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Creative Planning holds $125,052,691 across 32 Oil & Gas Equipment & Services names. LBRT ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
|
439,624 | $20,438,119 | |
| 2 | HAL |
Halliburton Co
|
566,824 | $19,243,674 | |
| 3 | FTI |
TechnipFMC plc
|
200,923 | $13,321,194 | |
| 4 | BKR |
Baker Hughes Co
|
147,635 | $8,193,742 | |
| 5 | NOV |
NOV Inc.
|
376,155 | $6,977,674 | |
| 6 | LBRT |
Liberty Energy Inc.
This page
|
209,765 | $5,493,744 | |
| 7 | RES |
Rpc Inc
|
892,461 | $5,203,046 | |
| 8 | TS |
Tenaris SA
|
88,942 | $4,935,390 |
All Filings in LBRT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,493,744 | 209,765 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,919,667 | 205,544 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,778,949 | 150,539 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $684,807 | 55,495 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $184,769 | 16,095 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $337,210 | 21,302 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $438,912 | 22,067 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $371,414 | 19,456 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $391,748 | 18,753 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $302,179 | 14,584 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $196,002 | 10,805 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||