Position in LMB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$628,166
+$207,789 QoQ
Shares Held
8,158
+51.5% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#90
of 177 holders
Holding Since
Sep 2023
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LMB Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Aquatic Capital Management LLC holds $12,165,946 across 12 Building Products & Equipment names. LMB ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMS |
Advanced Drainage Systems, Inc.
|
16,216 | $2,545,263 | |
| 2 | GFF |
Griffon Corp
|
24,931 | $2,431,520 | |
| 3 | AWI |
Armstrong World Industries Inc
|
12,438 | $1,995,303 | |
| 4 | CSL |
Carlisle Companies Inc
|
3,962 | $1,437,215 | |
| 5 | LII |
Lennox International Inc
|
1,536 | $880,051 | |
| 6 | NPKI |
NPK International Inc.
|
45,021 | $716,284 | |
| 7 | LMB |
Limbach Holdings, Inc.
This page
|
8,158 | $628,166 | |
| 8 | AAON |
Aaon, Inc.
|
3,827 | $485,493 |
All Filings in LMB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $628,166 | 8,158 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $420,377 | 5,386 | Shares | Sole | 2026-05-15 | |
| 2023-12-31 | $36,376 | 800 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,519 | 300 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||