Palogic Value Management, L.P. LBRT — LIBERTY ENERGY INC

Ownership history in Palogic Value Management, L.P.  ·  8 quarters on record

AI Ownership Summary

Palogic Value Management, L.P. reported LIBERTY ENERGY INC (LBRT) in 8 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.79% in 2025 Q1. The latest visible filing shows LBRT at 0.58% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LBRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Palogic Value Management, L.P.'s position in LIBERTY ENERGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LBRT was reported at 0.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.79% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LBRT stock page Palogic Value Management, L.P. fund profile Palogic Value Management, L.P. full holdings
How Palogic Value Management, L.P. held LBRT — position size vs. price
% of Fund (quarterly)    LBRT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 51.6% +56.5% ❌ 75,000 -80,000 -51.6% 0.58% $1.4M 2026-02-14 (Est.) $25.82
2025 Q3 ADDED — — — 155,000 +5,000 +3.3% 0.77% $1.9M 2025-11-14 $15.79
2025 Q2 ADDED — — — 150,000 +34,356 +29.7% 0.70% $1.7M 2025-08-05 $11.53
2025 Q1 ADDED — — — 115,644 +40,644 +54.2% 0.79% $1.8M 2025-05-15 $11.94
2024 Q4 ADDED — — — 75,000 +15,000 +25.0% 0.58% $1.5M 2025-02-11 $17.26
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LBRT

As of 2026 Q1 — sorted by position size

Bosman Wealth Management, LLC 2.91% CROWN ADVISORS MANAGEMENT, INC. 3Y 7Y 1.91% SummerHaven Investment Management, LLC 3Y 1.15% FLORIDA FINANCIAL ADVISORS, LLC 0.74% SG Capital Management LLC 3Y 7Y 0.31% OneAscent Investment Solutions LLC 0.29% HANSEATIC MANAGEMENT SERVICES INC 3Y 7Y 0.27% Elevation Advisory Partners LLC 0.23% PEREGRINE CAPITAL MANAGEMENT LLC 3Y 7Y 0.22% Values First Advisors, Inc. 3Y 0.2%

FAQ About Palogic Value Management, L.P. and LBRT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Palogic Value Management, L.P. reported owning LBRT?

Palogic Value Management, L.P. reported LBRT across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported LBRT position in Palogic Value Management, L.P.'s portfolio?

The largest reported portfolio weight for LBRT was 0.79% in 2025 Q1.

What is the latest reported LBRT position on this page?

The most recent filing on this page is 2025 Q4, when Palogic Value Management, L.P. reported 75,000 shares, equal to 0.58% of portfolio, with an estimated market value of $1.4M.

What does the chart on this LBRT ownership page compare?

The chart compares Palogic Value Management, L.P.'s quarterly LBRT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Palogic Value Management, L.P. time their LBRT position?

Based on 13F filing dates vs. subsequent LBRT price moves, Palogic Value Management, L.P. correctly timed 5 out of 7 reported position changes (71%).

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