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What smart money is saying about Liberty EnergyUnited States flag

LBRT · Energy · Oil & Gas Equipment & Services · Market cap $4.67B

2 funds in our archive have pitched Liberty Energy — most recently Signia Capital Management Small Cap Value Strategy in June 2026.

Company profile

Liberty Energy Inc. operates across North America, delivering crucial hydraulic fracturing and wireline services, along with associated products, to land-based companies focused on oil and natural gas exploration and production. Its extensive service portfolio encompasses specialized hydraulic fracturing pressure pumping, including both general pressure pumping and pumpdown perforating services. The company also provides advanced wireline solutions, efficient proppant delivery systems, sophisticated data analytics, and a variety of related technologies and supplies. Further augmenting its capabilities, Liberty Energy owns and operates two sand mines strategically located in the prolific Permian Basin. As of the close of 2021, the company maintained approximately 30 active frac fleets. Liberty Energy's primary operational focus is centered in major North American unconventional resource plays, including the Permian Basin, the Eagle Ford Shale, the Denver-Julesburg Basin, the Williston Basin, and the Powder River Basin. Originally founded in 2011 as Liberty Oilfield Services Inc., the company officially adopted its current name, Liberty Energy Inc., in April 2022. Its corporate headquarters are situated in Denver, Colorado.

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Summarize with Warren AI
1
Reported positions
0
Bought
1
Sold
2
Letters

Position history

Between Q4 2025 and Q2 2026, 1 fund letter reported a position in Liberty Energy1 trimmed or exited.

Fund letters reporting a position in Liberty Energy, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261011
Q4 20250001

Fund activity · 1 position · 1 move

Fund coverage · 2 theses

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