Limbach Holdings
About: Limbach Holdings Inc is a commercial specialty contractor in the fields of heating, ventilation, air conditioning, plumbing, electrical, and building controls for the design and construction of new and renovated buildings, maintenance services, energy retrofits, and equipment upgrades. It operates in two segments namely General Contractor Relationships (GCR) and Owner Direct Relationships (ODR). The company generates maximum revenue from the ODR segment.
Employees: 1,400
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
1,879% more call options, than puts
Call options by funds: $38.5M | Put options by funds: $1.95M
117% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 24
109% more capital invested
Capital invested by funds: $650M [Q1] → $1.36B (+$707M) [Q2]
100% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 2 (+1) [Q2]
14% more funds holding
Funds holding: 194 [Q1] → 221 (+27) [Q2]
6.48% more ownership
Funds ownership: 76.86% [Q1] → 83.34% (+6.48%) [Q2]
35% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 92
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Stifel
Brian Brophy
|
$163
|
Buy
Maintained
|
11 Jul 2025 |
Lake Street
Rob Brown
|
$156
|
Buy
Maintained
|
2 Jul 2025 |
Financial journalist opinion