Position in LMB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,663,199
+$217,347 QoQ
Shares Held
34,587
+10.4% QoQ
Ownership
0.290%
of shares outstanding
% of Portfolio
1.71%
of 13F equity value
Holder Rank
#48
of 177 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LMB Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Expect Equity LLC holds $5,742,040 across 2 Building Products & Equipment names. LMB ranks #2 (46.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROCK |
Gibraltar Industries, Inc.
|
68,267 | $3,078,841 | |
| 2 | LMB |
Limbach Holdings, Inc.
This page
|
34,587 | $2,663,199 |
All Filings in LMB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,663,199 | 34,587 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,445,852 | 31,337 | Shares | Sole | 2026-08-19 | |
| 2025-12-31 | $2,219,581 | 28,511 | Shares | Sole | 2026-08-19 | |
| 2025-09-30 | $1,392,895 | 14,342 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,009,314 | 14,342 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,294,644 | 30,813 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,110,015 | 24,667 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||