LMB
Limbach Holdings Inc
2 of the 83 super-investors we track hold LMB, worth a combined $25M per their latest 13F filings. The largest position: Tom Bancroft at 6.2% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Conviction score: 29 of 100 (how strongly the cohort backs it) — ranked #391 of 742 stocks.
Why super-investors own LMB
LMB is held by 2 super-investors in our cohort, with a combined position value of $25M. The highest-conviction owner is Tom Bancroft at 6.2% of their portfolio. Cohort ownership has shrunk from 3 to 1 over the last four quarters — net interest is fading. This quarter the cohort registered 1 added.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2020Q4 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 17q | $17M | 218,928 |
| 2 | Tom Bancroft | 6.2% | 3q | $8M | 102,239 |
Owners of LMB also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Tom Bancroft | ADD | 6.2% | +96% | $8M | Feb 11, 2026 |
Long US equity 13F-HR filings only. CUSIP 53263P105. Not investment advice.