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LMB Limbach Holdings Inc.

Consumer Discretionary, filed as LIMBACH HLDGS INC (COM), Equity As of 2025 Q4 among managers we track Quote on Google Finance, opens in a new tab

  • 1 Owner
  • Max 6.2%
  • $8M
  • 1 add

In 2025 Q4 Tom Bancroft added to Limbach.

Who owns this now

Largest portfolio weights among holders, up to 6.2% (Tom Bancroft, Makaira Partners). Not free-float ownership.

  1. Tom Bancroft Add 6.2%

Who owns LMB

Sorted by value, long equity only, as of 2025 Q4.

History
Tom Bancroft, Makaira Partners 6.2%, was 2.6% Add +95.7% 102,239 $8M History

1 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by LMB's executives, directors and 10% owners in the last 12 months, from their Form 4s

All LMB insider trades
  • $516K bought by 3 insiders
  • None no sales outside a trading plan
  • $3.1M sold by 2 insiders under 10b5-1 plans
  1. Jay Sharp Executive Vice President
    Planned sale
    $256K 5,094 shares at $50.21 7% of stake
    Traded Sep 15 Filed Sep 17
    ↗
  2. Laurel J Krzeminski Director
    Buy
    $25K 500 shares at $50.58 +14% to stake
    Traded Sep 15 Filed Sep 16
    ↗
  3. David Richard Gaboury Director
    Buy
    $100K 1,940 shares at $51.35 +37% to stake
    Traded Sep 14 Filed Sep 16
    ↗
  4. Joshua Horowitz Director, +1 joint filer
    Buy
    $391K 7,820 shares at $50.00
    Traded Sep 11–15 Filed Sep 15
    ↗
  5. Jay Sharp Executive Vice President
    Planned sale
    $389K 4,871 shares at $79.82 6.2% of stake
    Traded Jun 15 Filed Jun 17
    ↗
  6. Jayme L. Brooks CFO
    Planned sale
    $344K 3,440 shares at $100.00 2.7% of stake
    Traded Apr 30 Filed May 1
    ↗
  7. Jayme L. Brooks CFO
    Planned sale
    $217K 2,173 shares at $100.05 1.7% of stake
    Traded Apr 24 Filed Apr 28
    ↗
  8. Jayme L. Brooks CFO
    Planned sale
    $487K 5,703 shares at $85.43 4.2% of stake
    Traded Apr 13 Filed Apr 15
    ↗
  9. Jayme L. Brooks CFO
    Planned sale
    $358K 4,207 shares at $85.18 3% of stake
    Traded Apr 8–9 Filed Apr 10
    ↗
  10. Jayme L. Brooks CFO
    Planned sale
    $779K 9,910 shares at $78.56 6.6% of stake
    Traded Mar 17 Filed Mar 18
    ↗
  11. Jay Sharp Executive Vice President
    Planned sale
    $160K 2,000 shares at $79.99 2.5% of stake
    Traded Mar 16 Filed Mar 18
    ↗
  12. Jay Sharp Regional President
    Planned sale
    $156K 2,000 shares at $77.98 3% of stake
    Traded Dec 15, 2025 Filed Dec 16, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 17 option exercises, 8 share withholdings for taxes, 4 stock grants, and 4 gifts.

SEC filings

Recent issuer filings from EDGAR, 19 shown.

Filed Form Detail Links
8-K 1.01,1.02,2.03,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
10-Q Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.07 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
10-K Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $516.35M $518.78M $646.8M
Gross profit $119.29M $144.28M $169.31M
Gross margin * 23.1% 27.8% 26.2%
Net income $20.75M $30.88M $39.06M
Net margin * 4.0% 6.0% 6.0%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $217M $220.33M $195.05M
Total non-current assets * $87.44M $131.8M $186.08M
Total assets $304.44M $352.13M $381.13M
Total current liabilities $145.15M $151.04M $135.09M
Total non-current liabilities * $38.38M $47.6M $50.38M
Total equity $120.92M $153.49M $195.66M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $57.37M $36.78M $45.7M
Cash from investing -$17.09M -$42.57M -$67.59M
Cash from financing -$16.49M -$9.12M -$11.7M
Net change in cash $23.78M -$14.9M -$33.58M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.