LB
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Arrowstreet Capital, Limited Partnership
· Added
+$102M
Change
+4.0M
Date
Q1 2026
|
Arrowstreet Capital, Limited Partnership | Added· Q1 2026 | +$102M | +4.0M | – | Q1 2026 | |||||
|
Fuller & Thaler Asset Management, Inc.
· New
+$63M
Change
+2.5M
Date
Q1 2026
|
Fuller & Thaler Asset Management, Inc. | New· Q1 2026 | +$63M | +2.5M | – | Q1 2026 | |||||
|
Callodine Capital Management, LP
· Exited
−$58M
Change
−2.3M
Δ Own
−100.0%
Date
Q1 2026
|
Callodine Capital Management, LP | Exited· Q1 2026 | −$58M | −2.3M | −100.0% | Q1 2026 | |||||
|
Goodlander Investment Management, LLC
· Exited
−$50M
Change
−1.9M
Δ Own
−100.0%
Date
Q1 2026
|
Goodlander Investment Management, LLC | Exited· Q1 2026 | −$50M | −1.9M | −100.0% | Q1 2026 | |||||
|
Millennium Management LLC
· Reduced
−$46M
Change
−1.8M
Date
Q1 2026
|
Millennium Management LLC | Reduced· Q1 2026 | −$46M | −1.8M | – | Q1 2026 | |||||
|
JPMorgan Chase & Co
· Added
+$39M
Change
+1.5M
Date
Q1 2026
|
JPMorgan Chase & Co | Added· Q1 2026 | +$39M | +1.5M | – | Q1 2026 | |||||
|
Webs Creek Capital Management LP
· Exited
−$39M
Change
−1.5M
Δ Own
−100.0%
Date
Q1 2026
|
Webs Creek Capital Management LP | Exited· Q1 2026 | −$39M | −1.5M | −100.0% | Q1 2026 | |||||
|
Forest Avenue Capital Management LP
· Exited
−$35M
Change
−1.4M
Δ Own
−100.0%
Date
Q1 2026
|
Forest Avenue Capital Management LP | Exited· Q1 2026 | −$35M | −1.4M | −100.0% | Q1 2026 | |||||
|
BlackRock
· Added
+$34M
Change
+1.3M
Date
Q1 2026
|
BlackRock | Added· Q1 2026 | +$34M | +1.3M | – | Q1 2026 | |||||
|
T. Rowe Price Investment Management, Inc.
· Added
+$33M
Change
+1.3M
Date
Q1 2026
|
T. Rowe Price Investment Management, Inc. | Added· Q1 2026 | +$33M | +1.3M | – | Q1 2026 | |||||
|
Deutsche Bank AG
· Added
+$33M
Change
+1.3M
Date
Q1 2026
|
Deutsche Bank AG | Added· Q1 2026 | +$33M | +1.3M | – | Q1 2026 | |||||
|
Value Aligned Research Advisors, LLC
· New
+$32M
Change
+1.3M
Date
Q1 2026
|
Value Aligned Research Advisors, LLC | New· Q1 2026 | +$32M | +1.3M | – | Q1 2026 | |||||
|
Ameriprise Financial Inc
· Added
+$32M
Change
+1.2M
Date
Q1 2026
|
Ameriprise Financial Inc | Added· Q1 2026 | +$32M | +1.2M | – | Q1 2026 | |||||
|
Cooper Creek Partners Management LLC
· Reduced
−$29M
Change
−1.1M
Date
Q1 2026
|
Cooper Creek Partners Management LLC | Reduced· Q1 2026 | −$29M | −1.1M | – | Q1 2026 | |||||
|
Citadel Advisors LLC
· Added
+$28M
Change
+1.1M
Δ Own
+569.7%
Date
Q1 2026
|
Citadel Advisors LLC | Added· Q1 2026 | +$28M | +1.1M | +569.7% | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Stock Michael
· Officer
Sell
−$259K
|
Stock Michael | Officer | Sell | $25.89 | −10K | −$259K | 774K | −1.3% | Jul 1, 2026 | Jul 1, 2026 | |||||||||
|
Stock Michael
· CFO
Sell
−$103K
|
Stock Michael | CFO | Sell | $31.00 | −3K | −$103K | 784K | – | Jun 2, 2026 | Jun 2, 2026 | |||||||||
|
Stock Michael
· CFO
Sell
−$393K
|
Stock Michael | CFO | Sell | $29.46 | −13K | −$393K | 787K | – | Jun 1, 2026 | Jun 2, 2026 | |||||||||
|
Stock Michael
· CFO
Sell
−$670K
|
Stock Michael | CFO | Sell | $33.48 | −20K | −$670K | 800K | – | May 20, 2026 | May 20, 2026 | |||||||||
|
Kimble William F.
· Director
Sell
−$249K
|
Kimble William F. | Director | Sell | $33.92 | −7K | −$249K | 90K | – | May 5, 2026 | May 5, 2026 | |||||||||
|
Gusek Ron
· Director
Tax withholding or exercise payment (F)
-$1.3M
|
Gusek Ron | Director | Tax withholding or exercise payment (F) | $27.92 | -45K | -$1.3M | 1.1M | – | Apr 1, 2026 | Apr 2, 2026 | |||||||||
|
Gusek Ron
· Director
Grant (A)
103K
|
Gusek Ron | Director | Grant (A) | – | 103K | – | 1.1M | – | Apr 1, 2026 | Apr 2, 2026 | |||||||||
|
Stock Michael
· CFO
Tax withholding or exercise payment (F)
-$1.3M
|
Stock Michael | CFO | Tax withholding or exercise payment (F) | $27.92 | -45K | -$1.3M | 843K | – | Apr 1, 2026 | Apr 2, 2026 | |||||||||
|
Stock Michael
· CFO
Grant (A)
103K
|
Stock Michael | CFO | Grant (A) | – | 103K | – | 888K | – | Apr 1, 2026 | Apr 2, 2026 | |||||||||
|
Gosney Ryan T.
· Officer
Tax withholding or exercise payment (F)
-$319K
|
Gosney Ryan T. | Officer | Tax withholding or exercise payment (F) | $27.92 | -11K | -$319K | 245K | – | Apr 1, 2026 | Apr 2, 2026 | |||||||||
|
Gosney Ryan T.
· Officer
Grant (A)
26K
|
Gosney Ryan T. | Officer | Grant (A) | – | 26K | – | 257K | – | Apr 1, 2026 | Apr 2, 2026 | |||||||||
|
Elliott R. Sean
· Officer
Tax withholding or exercise payment (F)
-$462K
|
Elliott R. Sean | Officer | Tax withholding or exercise payment (F) | $27.92 | -17K | -$462K | 368K | – | Apr 1, 2026 | Apr 2, 2026 | |||||||||
|
Elliott R. Sean
· Officer
Grant (A)
42K
|
Elliott R. Sean | Officer | Grant (A) | – | 42K | – | 384K | – | Apr 1, 2026 | Apr 2, 2026 | |||||||||
|
Murti Arjun N.
· Director
Buy
+$250K
|
Murti Arjun N. | Director | Buy | $25.79 | +10K | +$250K | 28K | – | Feb 17, 2026 | Feb 19, 2026 | |||||||||
|
Elliott R. Sean
· Officer
Sell
−$635K
|
Elliott R. Sean | Officer | Sell | $25.40 | −25K | −$635K | 343K | – | Feb 6, 2026 | Feb 9, 2026 | |||||||||
387 reporting institutions disclosed LBRT position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.