LMBNasdaqConstruction - Special Trade ContractorsFiscal year ends December 31
Limbach Holdings, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$48.55−0.14 (-0.29%)
Close on Oct 19, 2026
- Market cap
- $584.55M
- P/E (TTM)
- 19.4
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
80.6%
10M of 12M shares
Institutional holders
178
30 new, 39 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
7 buys · 23 sales
Net sold $2.63M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 811,339 | 6.90% | 13G (passive) amendment | Mar 31, 2026 |
| Thrivent Financial For Lutherans | 735,121 | 6.30% | 13G (passive) | Sep 30, 2025 |
| Abigail P. Johnson | 632,796 | 5.40% | 13G (passive) | Sep 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LMB | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 979,355 | 8.21% | $75.41M | +132,490 | 0.00% |
| Thrivent Financial for Lutherans | 864,210 | 7.25% | $66.54K | −15,428 | 0.11% |
| FMR LLC | 735,521 | 6.17% | $56.64M | +33,603 | 0.00% |
| Vanguard Capital Management LLC | 481,321 | 4.04% | $37.06M | +18,555 | 0.00% |
| Royce & Associates LP | 444,317 | 3.73% | $34.21M | +63,553 | 0.28% |
| Wasatch Advisors LP | 380,863 | 3.19% | $29.33M | −588,776 | 0.19% |
| Neumeier Poma Investment Counsel LLC | 323,953 | 2.72% | $24.94M | +10,015 | 1.71% |
| Geode Capital Management, LLC | 298,043 | 2.50% | $22.95M | +25,571 | 0.00% |
| Corsair Capital Management, L.P. | 287,685 | 2.41% | $22.15M | −23,658 | 2.77% |
| Dimensional Fund Advisors LP | 264,780 | 2.22% | $20.39M | −991 | 0.00% |
| State Street Corp | 253,618 | 2.13% | $19.53M | +18,557 | 0.00% |
| Segall Bryant & Hamill, LLC | 250,836 | 2.10% | $19.31M | +82,470 | 0.23% |
| Citadel Advisors LLC | 218,928 | 1.84% | $16.86M | +141,521 | 0.00% |
| Rockefeller Capital Management L.P. | 209,442 | 1.76% | $16.13M | −21,183 | 0.02% |
| Geneva Capital Management LLC | 185,528 | 1.56% | $14.29M | −50,562 | 0.33% |
| Boston Partners | 167,873 | 1.41% | $12.86M | New | 0.01% |
| Point72 Asset Management, L.P. | 151,108 | 1.27% | $11.64M | New | 0.01% |
| Northern Trust Corp | 143,174 | 1.20% | $11.02M | −7,343 | 0.00% |
| Goldman Sachs Group Inc | 137,324 | 1.15% | $10.57M | +38,242 | 0.00% |
| Morgan Stanley | 133,904 | 1.12% | $10.31M | −22,926 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 178 | 10M | 80.6% | 30 / 68 | 54 / 39 | 2M | 2M |
| Q1 2026 | 191 | 10M | 85.6% | 43 / 69 | 46 / 31 | 2M | 1M |
| Q4 2025 | 183 | 10M | 86.6% | 24 / 58 | 70 / 40 | 2M | 1M |
| Q3 2025 | 200 | 10M | 85.5% | 23 / 73 | 71 / 44 | 2M | 2M |
| Q2 2025 | 222 | 10M | 81.4% | 53 / 60 | 92 / 24 | 2M | 1M |
| Q1 2025 | 194 | 9M | 73.2% | 38 / 70 | 61 / 32 | 2M | 1M |
| Q4 2024 | 190 | 8M | 69.2% | 48 / 50 | 63 / 17 | 1M | 1M |
| Q3 2024 | 162 | 8M | 69.1% | 44 / 53 | 49 / 16 | 2M | 1M |
| Q2 2024 | 137 | 8M | 67.7% | 27 / 48 | 46 / 15 | 2M | 1M |
| Q1 2024 | 125 | 7M | 60.8% | 23 / 36 | 46 / 18 | 2M | 1M |
| Q4 2023 | 121 | 6M | 53.9% | 26 / 47 | 33 / 14 | 1M | 1M |
| Q3 2023 | 109 | 6M | 46.4% | 36 / 38 | 23 / 8 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of LMB | Value | % of fund | As of |
|---|---|---|---|---|---|
| Thrivent Small Cap Stock Fund | 354,789 | 2.98% | $25.44M | 0.87% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 340,369 | 2.85% | $26.21M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 289,370 | 2.43% | $22.28M | 0.03% | Jun 30, 2026 |
| Thrivent Small-Mid Cap Equity ETF | 287,366 | 2.41% | $22.13M | 2.11% | Jun 30, 2026 |
| AMG River Road Small Cap Value Fund | 130,593 | 1.10% | $9.36M | 0.94% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 129,994 | 1.09% | $10.01M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 121,992 | 1.02% | $8.75M | 0.03% | Jul 31, 2026 |
| Thrivent Small Cap Stock Portfolio | 118,133 | 0.99% | $9.10M | 0.89% | Jun 30, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 106,855 | 0.90% | $8.28M | 0.00% | May 31, 2026 |
| iShares Russell 2000 Growth ETF | 104,826 | 0.88% | $8.07M | 0.05% | Jun 30, 2026 |
| Wasatch Small Cap Growth Fund | 101,528 | 0.85% | $7.82M | 0.66% | Jun 30, 2026 |
| Royce Small-Cap Opportunity Fund | 83,867 | 0.70% | $6.46M | 0.46% | Jun 30, 2026 |
| Wasatch Micro Cap Fund | 83,389 | 0.70% | $6.42M | 0.95% | Jun 30, 2026 |
| JNL Multi-Manager Small Cap Growth Fund | 78,590 | 0.66% | $6.05M | 0.24% | Jun 30, 2026 |
| Fidelity Small Cap Discovery Fund | 76,200 | 0.64% | $5.46M | 0.24% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Michael M. McCann | Chief Executive Officer, Director | 211,747 | 1.78% | Mar 4, 2026 |
| Jay Sharp | Executive Vice President | 67,642 | 0.57% | Sep 17, 2026 |
| Michael James Reed | Chief Operating Officer | 3,507 | 0.03% | May 20, 2026 |
| Jayme L. Brooks | Chief Financial Officer | 129,124 | 1.08% | May 1, 2026 |
| Nicholas Angerosa | Executive Vice President | 67,639 | 0.57% | Mar 4, 2026 |
| David Richard Gaboury | Director | 7,193 | 0.06% | Sep 16, 2026 |
| Laurel J. Krzeminski | Director | 36,952 | 0.31% | Sep 16, 2026 |
| Joshua Horowitz | Director | 207,385 | 1.74% | Sep 15, 2026 |
| Terence Patrick Dugan | Director | – | – | Jan 21, 2026 |
| Michael F. McNally | Director | 59,379 | 0.50% | Jan 5, 2026 |
| Linda G. Alvarado | Director | 30,160 | 0.25% | Jan 5, 2026 |
| Gordon G. Pratt | Director | 271,037 | 2.27% | Jan 3, 2025 |
| Global Small Cap Master Fund LP Palm | – | 381,743 | 3.20% | Sep 15, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jay Sharp Executive Vice President | Sep 15, 2026 | Sale(10b5-1 plan) | −5,094 | $50.21 | $255.77K | 67,642 |
| Laurel J. Krzeminski Director | Sep 15, 2026 | Buy | +500 | $50.58 | $25.29K | 4,000 |
| Global Small Cap Master Fund LP Palm – | Sep 15, 2026 | Buy | +3,346 | $50.61 | $169.34K | 170,546 |
| Global Small Cap Master Fund LP Palm – | Sep 15, 2026 | Buy | +212 | $50.66 | $10.74K | 43,997 |
| Global Small Cap Master Fund LP Palm – | Sep 15, 2026 | Buy | +662 | $51.25 | $33.93K | 171,208 |
| David Richard Gaboury Director | Sep 14, 2026 | Buy | +1,940 | $51.35 | $99.62K | 7,193 |
| Global Small Cap Master Fund LP Palm – | Sep 11, 2026 | Buy | +1,000 | $49.59 | $49.59K | 43,785 |
| Global Small Cap Master Fund LP Palm – | Sep 11, 2026 | Buy | +2,600 | $49.01 | $127.43K | 167,200 |
| Jay Sharp Executive Vice President | Jun 15, 2026 | Sale(10b5-1 plan) | −200 | $81.32 | $16.26K | 73,456 |
| Jay Sharp Executive Vice President | Jun 15, 2026 | Sale(10b5-1 plan) | −788 | $78.46 | $61.83K | 77,539 |
| Jay Sharp Executive Vice President | Jun 15, 2026 | Sale(10b5-1 plan) | −1,862 | $79.67 | $148.35K | 75,677 |
| Jay Sharp Executive Vice President | Jun 15, 2026 | Sale(10b5-1 plan) | −2,021 | $80.34 | $162.37K | 73,656 |
| Jay Sharp Executive Vice President | Jun 15, 2026 | Gift | −720 | – | – | 72,736 |
| Jayme L. Brooks Chief Financial Officer | Apr 30, 2026 | Sale(10b5-1 plan) | −3,440 | $100.00 | $344.00K | 125,227 |
| Jayme L. Brooks Chief Financial Officer | Apr 24, 2026 | Sale(10b5-1 plan) | −2,173 | $100.05 | $217.41K | 128,667 |
| Jayme L. Brooks Chief Financial Officer | Apr 13, 2026 | Sale(10b5-1 plan) | −5,703 | $85.43 | $487.21K | 130,840 |
| Jayme L. Brooks Chief Financial Officer | Apr 9, 2026 | Sale(10b5-1 plan) | −841 | $85.11 | $71.58K | 136,543 |
| Jayme L. Brooks Chief Financial Officer | Apr 8, 2026 | Sale(10b5-1 plan) | −3,366 | $85.19 | $286.75K | 137,384 |
| Jayme L. Brooks Chief Financial Officer | Mar 17, 2026 | Sale(10b5-1 plan) | −1,546 | $80.28 | $124.11K | 141,850 |
| Jayme L. Brooks Chief Financial Officer | Mar 17, 2026 | Sale(10b5-1 plan) | −460 | $78.80 | $36.25K | 143,396 |
| Jayme L. Brooks Chief Financial Officer | Mar 17, 2026 | Sale(10b5-1 plan) | −4,167 | $78.07 | $325.32K | 143,856 |
| Jayme L. Brooks Chief Financial Officer | Mar 17, 2026 | Sale(10b5-1 plan) | −2,637 | $77.10 | $203.31K | 148,023 |
| Jayme L. Brooks Chief Financial Officer | Mar 17, 2026 | Sale(10b5-1 plan) | −1,100 | $81.40 | $89.54K | 140,750 |
| Jay Sharp Executive Vice President | Mar 16, 2026 | Sale(10b5-1 plan) | −491 | $78.61 | $38.60K | 80,536 |
| Jay Sharp Executive Vice President | Mar 16, 2026 | Sale(10b5-1 plan) | −709 | $79.52 | $56.38K | 79,827 |
| Jay Sharp Executive Vice President | Mar 16, 2026 | Sale(10b5-1 plan) | −300 | $80.55 | $24.17K | 79,527 |
| Jay Sharp Executive Vice President | Mar 16, 2026 | Sale(10b5-1 plan) | −500 | $81.66 | $40.83K | 79,027 |
| Jay Sharp Executive Vice President | Mar 16, 2026 | Gift | −700 | – | – | 78,327 |
| Jay Sharp Executive Vice President | Mar 2, 2026 | Tax withholding | −12,359 | $89.17 | $1.10M | 81,027 |
| Jay Sharp Executive Vice President | Mar 2, 2026 | Award | +28,747 | – | – | 93,386 |
| Jayme L. Brooks Chief Financial Officer | Mar 2, 2026 | Tax withholding | −16,070 | $89.17 | $1.43M | 150,660 |
| Jayme L. Brooks Chief Financial Officer | Mar 2, 2026 | Award | +40,835 | – | – | 166,730 |
| Michael M. McCann Chief Executive Officer, Director | Mar 2, 2026 | Tax withholding | −20,466 | $89.17 | $1.82M | 167,514 |
| Michael M. McCann Chief Executive Officer, Director | Mar 2, 2026 | Award | +52,008 | – | – | 187,980 |
| Nicholas Angerosa Executive Vice President | Mar 2, 2026 | Tax withholding | −8,878 | $89.17 | $791.65K | 67,639 |
| Nicholas Angerosa Executive Vice President | Mar 2, 2026 | Award | +22,559 | – | – | 76,517 |
| Joshua Horowitz Director | Jan 1, 2026 | Option exercise | +956 | – | – | 42,785 |
| Nicholas Angerosa Regional President | Jan 1, 2026 | Tax withholding | −1,579 | $77.85 | $122.93K | 53,958 |
| Nicholas Angerosa Regional President | Jan 1, 2026 | Option exercise | +416 | – | – | 55,537 |
| Nicholas Angerosa Regional President | Jan 1, 2026 | Option exercise | +771 | – | – | 55,121 |
| Jayme L. Brooks Chief Financial Officer | Jan 1, 2026 | Option exercise | +657 | – | – | 128,563 |
| Jayme L. Brooks Chief Financial Officer | Jan 1, 2026 | Option exercise | +1,266 | – | – | 127,906 |
| Jayme L. Brooks Chief Financial Officer | Jan 1, 2026 | Tax withholding | −2,668 | $77.85 | $207.70K | 125,895 |
| Jayme L. Brooks Chief Financial Officer | Jan 1, 2026 | Option exercise | +4,440 | – | – | 126,542 |
| Jayme L. Brooks Chief Financial Officer | Jan 1, 2026 | Option exercise | +98 | – | – | 126,640 |
| Jay Sharp Regional President | Jan 1, 2026 | Option exercise | +487 | – | – | 66,395 |
| Jay Sharp Regional President | Jan 1, 2026 | Option exercise | +929 | – | – | 65,908 |
| Jay Sharp Regional President | Jan 1, 2026 | Tax withholding | −1,756 | $77.85 | $136.70K | 64,639 |
| Michael F. McNally Director | Jan 1, 2026 | Option exercise | +956 | – | – | 59,379 |
| Linda G. Alvarado Director | Jan 1, 2026 | Option exercise | +956 | – | – | 30,160 |
| David Richard Gaboury Director | Jan 1, 2026 | Option exercise | +956 | – | – | 5,253 |
| Michael M. McCann Chief Executive Officer, Director | Jan 1, 2026 | Option exercise | +4,699 | – | – | 133,304 |
| Michael M. McCann Chief Executive Officer, Director | Jan 1, 2026 | Tax withholding | −2,538 | $77.85 | $197.58K | 135,972 |
| Michael M. McCann Chief Executive Officer, Director | Jan 1, 2026 | Option exercise | +1,499 | – | – | 138,510 |
| Michael M. McCann Chief Executive Officer, Director | Jan 1, 2026 | Option exercise | +2,627 | – | – | 137,011 |
| Michael M. McCann Chief Executive Officer, Director | Jan 1, 2026 | Option exercise | +1,080 | – | – | 134,384 |
| Laurel J. Krzeminski Director | Jan 1, 2026 | Option exercise | +956 | – | – | 36,452 |
| Jayme L. Brooks Chief Financial Officer | Dec 16, 2025 | Gift | −614 | – | – | 3,897 |
| Jay Sharp Regional President | Dec 15, 2025 | Sale(10b5-1 plan) | −500 | $78.99 | $39.50K | 65,079 |
| Jay Sharp Regional President | Dec 15, 2025 | Sale(10b5-1 plan) | −100 | $80.05 | $8.01K | 64,979 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Sharp Jay Officer | Sep 15, 2026 | 5,094 | $260.71K | Sep 15, 2026 | Restricted Stock Units |
| Sharp Jay Officer | Jun 15, 2026 | 4,871 | $385.25K | Jun 15, 2026 | Restricted Stock Units |
| Brooks Jayme Officer | Apr 24, 2026 | 5,613 | $560.01K | Apr 24, 2026 | Restricted Stock Units |
| Brooks Jayme Officer | Apr 8, 2026 | 9,910 | $792.01K | Apr 8, 2026 | Performance Stock Units |
| Brooks Jayme Officer | Mar 17, 2026 | 9,910 | $784.87K | Mar 17, 2026 | Performance Stock Units |
| Sharp Jay Officer | Mar 16, 2026 | 2,000 | $158.06K | Mar 16, 2026 | Performance Stock Units |
| Sharp Jay Officer | Dec 15, 2025 | 2,000 | $151.90K | Dec 15, 2025 | Performance Stock Units |
| Sharp Jay Officer | Sep 15, 2025 | 2,000 | $211.86K | Sep 15, 2025 | Performance Stock Units |
| Sharp Jay Officer | Jun 13, 2025 | 2,000 | $283.68K | Jun 13, 2025 | Performance Stock Units |
| Global Small Cap Master Fund LP (1) Palm Shareholder (1) | Mar 14, 2025 | 25,400 | $1.86M | Mar 14, 2025 | See Remark 2 |
| Horowitz Joshua Director | Sep 9, 2024 | 1,000 | $60.93K | Sep 9, 2024 | Open market purchase |
| Global Small Cap Master Fund LP (1) Palm Shareholder (1) | Aug 13, 2024 | 75,000 | $4.45M | Aug 13, 2024 | See Remark 2 |
| Michael F. McNally Director | May 14, 2024 | 7,973 | $399.96K | May 13, 2024 | Vesting of restricted stock unit award |
| Norbert W. Young Director | May 13, 2024 | 4,000 | $205.14K | May 13, 2024 | Vesting of restricted stock unit award |