Leibman Financial Services, Inc.
Long book
$136.2M
Q1 2026
Positions
49
Top-10 weight
38%
concentration
Last quarter
+9.5%
SPY +14.8%
Turnover
15%
of book per quarter
Strategy in plain words
auto-generated from filingsLeibman Financial Services, Inc. is an institutional manager, running a $136.2M US long book across 49 positions.
The portfolio is moderately concentrated (top 10 ≈ 38% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: WISDOMTREE FLOATING RATE TRE, WISDOMTREE INDIA EARNINGS, AVANTIS INTL S/C VALUE ETF, BERKSHIRE HATHAWAY INC-CL B, TECK RESOURCES LTD-CLS B.
Over the last 9 quarters its long book ran on average 1.9pp per quarter behind the S&P 500, beating the index in 1 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.7%
Q2 2024
+4.6%
Q3 2024
-0.9%
Q4 2024
-6.4%
Q1 2025
+6.1%
Q2 2025
+6.4%
Q3 2025
+2.5%
Q4 2025
-1.4%
Q1 2026
+9.5%
Sector allocation
Consumer discretionary 29%
Technology 19%
Services media 10%
Healthcare 10%
Materials 9%
Financials 8%
Communications 4%
Industrials 4%
Long book by quarter
What does Leibman Financial own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 9.4K | $4.5M | 3.3% | +3.2% |
| TECK TECK RESOURCES LTD-CLS B | Materials | 82.7K | $4.3M | 3.1% | -16.5% |
| AMGN AMGEN INC | Healthcare | 11.9K | $4.2M | 3.1% | +0.6% |
| BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 66.9K | $4.1M | 3.0% | New |
| TMUS T-MOBILE US INC | Communications | 18.7K | $3.9M | 2.9% | +15.9% |
| SFM SPROUTS FARMERS MARKET INC | Consumer discretionary | 50.5K | $3.9M | 2.9% | New |
| AMZN AMAZON.COM INC | Consumer discretionary | 18.5K | $3.9M | 2.8% | -2.8% |
| KNSL KINSALE CAPITAL GROUP INC | Financials | 9.7K | $3.3M | 2.4% | +2.6% |
| CASY CASEY'S GENERAL STORES INC | Consumer discretionary | 4.4K | $3.2M | 2.4% | -1.3% |
| TGT TARGET CORP | Consumer discretionary | 26.3K | $3.2M | 2.3% | +0.5% |
| AAPL APPLE INC | Technology | 12.3K | $3.1M | 2.3% | -0.5% |
| LULU LULULEMON ATHLETICA INC | Other | 19.9K | $3.1M | 2.2% | -10.2% |
| CAVA CAVA GROUP INC | Consumer discretionary | 37.2K | $3.0M | 2.2% | -44.7% |
| FCX FREEPORT-MCMORAN INC | Materials | 50.0K | $2.9M | 2.2% | -45.7% |
| MELI MERCADOLIBRE INC | Services media | 1.6K | $2.8M | 2.1% | +65.4% |
| GOOG ALPHABET INC-CL C | Technology | 9.9K | $2.8M | 2.1% | -19.7% |
| CALM CAL-MAINE FOODS INC | Consumer staples | 33.4K | $2.6M | 1.9% | New |
| TTD TRADE DESK INC/THE -CLASS A | Technology | 108.7K | $2.5M | 1.8% | +56.3% |
| LOW LOWE'S COS INC | Consumer discretionary | 10.2K | $2.4M | 1.8% | -3.5% |
| URI UNITED RENTALS INC | Services media | 3.1K | $2.2M | 1.6% | +3.9% |
| CPNG COUPANG INC | Consumer discretionary | 117.4K | $2.2M | 1.6% | +61.2% |
| FSLR FIRST SOLAR INC | Technology | 11.1K | $2.2M | 1.6% | -1.2% |
| OC OWENS CORNING | Industrials | 20.0K | $2.2M | 1.6% | +8.0% |
| DIS WALT DISNEY CO/THE | Services media | 22.2K | $2.1M | 1.6% | -25.3% |
| CMG CHIPOTLE MEXICAN GRILL INC | Consumer discretionary | 65.3K | $2.1M | 1.5% | +7.6% |
| CPRT COPART INC | Consumer discretionary | 56.5K | $1.9M | 1.4% | +4.9% |
| GRAB GRAB HOLDINGS LTD - CL A | Services media | 506.0K | $1.9M | 1.4% | +33.0% |
| NXT NEXTPOWER INC-CL A | Technology | 15.0K | $1.8M | 1.3% | -16.8% |
| PINS PINTEREST INC- CLASS A | Technology | 92.7K | $1.7M | 1.3% | +31.2% |
| ALB ALBEMARLE CORP | Materials | 8.1K | $1.4M | 1.1% | -73.0% |
| STRL STERLING INFRASTRUCTURE INC | Industrials | 3.5K | $1.4M | 1.0% | +4.1% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 1.4K | $1.4M | 1.0% | +11.6% |
| CRWD CROWDSTRIKE HOLDINGS INC - A | Technology | 3.3K | $1.3M | 0.9% | +3.5% |
| ENPH ENPHASE ENERGY INC | Technology | 33.2K | $1.3M | 0.9% | +1.3% |
| DDOG DATADOG INC - CLASS A | Technology | 9.1K | $1.1M | 0.8% | +1.8% |
| PGNY PROGYNY INC | Healthcare | 48.3K | $820K | 0.6% | +4.0% |
| UNP UNION PACIFIC CORP | Industrials | 960 | $233K | 0.2% | Held |
| PUBM PUBMATIC INC-CLASS A | Technology | 16.3K | $133K | 0.1% | -85.9% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 13, 2026 | 49 | $136.2M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 6, 2026 | 51 | $138.5M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 20, 2025 | 48 | $131.7M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 9, 2025 | 49 | $130.1M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 9, 2025 | 53 | $128.6M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 13, 2025 | 55 | $137.1M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 8, 2024 | 57 | $141.1M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 9, 2024 | 56 | $134.9M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 4, 2024 | 53 | $130.3M | canonical | SEC ↗ |
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