LMB

Limbach Holdings Inc

2 super-investor ownerscombined $14Mlargest position 6.2%

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2 super-investors hold LMB worth a combined $14M. The largest position: Tom Bancroft at 6.2% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 29 — ranked #428 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.

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Why super-investors own LMB

Coverage within the tracked cohort is narrow but stable: two super-investors hold LMB with a combined $14M position, and interest is modestly rising rather than fading. Tom Bancroft carries the higher-conviction stake at 6.2% of his portfolio ($8M), making it a meaningful position by any measure, and he added to it in 2026Q1 — the only cohort activity this quarter. Joel Greenblatt holds a rounding-error allocation (~$6M, effectively 0.0% of portfolio), suggesting a quant-screen inclusion rather than a thesis-driven bet. Owner count has held at one or two for most of the past eight quarters, indicating limited but persistent interest rather than a building wave of institutional attention.

AI-synthesized from 13F filings. Not investment advice.