Position in LBRT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$58,626,677
+$1,930,194 QoQ
Shares Held
2,238,514
+13.7% QoQ
Ownership
1.37%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 404 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in LBRT Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026MORGAN STANLEY holds $4,423,553,928 across 46 Oil & Gas Equipment & Services names. LBRT ranks #11 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
|
37,748,422 | $1,754,924,130 | |
| 2 | BKR |
Baker Hughes Co
|
12,761,572 | $708,267,243 | |
| 3 | HAL |
Halliburton Co
|
16,656,929 | $565,502,735 | |
| 4 | FTI |
TechnipFMC plc
|
3,007,839 | $199,419,718 | |
| 5 | SEI |
Solaris Energy Infrastructure, Inc.
|
2,024,283 | $162,873,807 | |
| 6 | KGS |
Kodiak Gas Services, Inc.
|
1,261,964 | $94,811,352 | |
| 7 | AROC |
Archrock, Inc.
|
2,152,724 | $87,637,389 | |
| 8 | USAC |
USA Compression Partners, LP
|
2,835,850 | $74,838,080 |
All Filings in LBRT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,626,677 | 2,238,514 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $56,696,483 | 1,968,628 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $29,846,639 | 1,616,828 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $20,390,957 | 1,652,428 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $21,015,790 | 1,830,644 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $21,192,694 | 1,338,768 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $30,225,138 | 1,519,615 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $39,586,434 | 2,073,674 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $38,060,134 | 1,821,931 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $38,123,450 | 1,839,935 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $23,973,003 | 1,321,555 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $26,115,085 | 1,410,102 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $26,700,233 | 1,997,026 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $19,584,527 | 1,528,847 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $10,467,272 | 653,796 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $7,624,050 | 601,266 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $11,241,326 | 880,982 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $3,076,125 | 207,566 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $2,533,017 | 261,136 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,164,331 | 95,988 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $9,415,704 | 664,951 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $2,917,323 | 258,399 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $659,746 | 63,991 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $224,430 | 28,089 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $121,052 | 22,090 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $16,938 | 6,297 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||