We just covered the From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Liberty Energy Inc. (NYSE:LBRT) ranks 37th on this list.
Latest filings show that Situational Awareness LP has sold off the stake it held in Liberty Energy Inc. (NYSE:LBRT). The stock had first appeared in the 13F portfolio of the fund in the fourth quarter of 2025. Back then, this position comprised 567,000 shares. The firm is an integrated energy services and technology company, providing hydraulic fracturing services and related technologies onshore oil, natural gas, and enhanced geothermal exploration and production companies in North America. It offers wireline services, proppant delivery solutions, field gas processing and treating, compressed natural gas (CNG) delivery, data analytics, related goods comprising sand mine operations, and technologies.
Liberty Energy Inc. (NYSE:LBRT) recently reported Q1 2026 revenue of $1.02 billion, a 4% increase year-over-year that shattered consensus Wall Street expectations of $954.7 million. While the market whispered a deeply negative quarter, expecting losses of $0.13 per share, the firm delivered an adjusted EPS of $0.06, a $0.19 per share beat, and a GAAP EPS of $0.14. Net income actually climbed sequentially to $23 million, up from $14 million in Q4 2025. Management confirmed that the sales pipeline for premium fleets vastly exceeds deployment capacity. Driven by record pumping efficiencies from the proprietary StimCommander software, LBRT expects a high single-digit percentage revenue growth sequentially in Q2 2026.
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