Position in LMB
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$29,326,451
-$46,353,872 QoQ
Shares Held
380,863
-60.7% QoQ
Ownership
3.19%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1
of 26 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in LMB Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026WASATCH ADVISORS LP holds $655,781,586 across 7 Building Products & Equipment names. LMB ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAON |
Aaon, Inc.
|
2,338,517 | $296,664,266 | |
| 2 | TREX |
Trex Co Inc
|
3,757,238 | $188,012,189 | |
| 3 | ARLO |
Arlo Technologies, Inc.
|
5,915,935 | $79,746,803 | |
| 4 | NPKI |
NPK International Inc.
|
2,811,593 | $44,732,444 | |
| 5 | LMB |
Limbach Holdings, Inc.
This page
|
380,863 | $29,326,451 | |
| 6 | SWIM |
Latham Group, Inc.
|
2,524,359 | $16,332,602 | |
| 7 | BLDR |
Builders FirstSource, Inc.
|
10,805 | $966,831 |
All Filings in LMB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,326,451 | 380,863 | Shares | Sole | 2026-07-15 | |
| 2026-06-30 | $29,326,451 | 380,863 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $75,680,323 | 969,639 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $77,647,122 | 997,394 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $70,273,701 | 723,576 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $89,506,947 | 638,879 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $29,892,555 | 401,404 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $32,024,636 | 374,382 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $28,246,055 | 372,836 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $19,895,668 | 349,476 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||