Leibman Services 13F annual report
Leibman Services is an investment fund managing more than $130 billion ran by Wiilliam Garver. There are currently 50 companies in Garver’s portfolio. The largest investments include Wisdomtree Tr and United Rentals, together worth $19.1 billion.
$130 billion Assets Under Management (AUM)
As of 28th March 2024, Leibman Services’s top holding is 263,417 shares of Wisdomtree Tr currently worth over $12.7 billion and making up 9.7% of the portfolio value.
In addition, the fund holds 8,872 shares of United Rentals worth $6.4 billion, whose value grew 66.5% in the past six months.
The third-largest holding is Deere Co worth $5.37 billion and the next is Berkshire Hathaway worth $4.76 billion, with 11,312 shares owned.
Currently, Leibman Services's portfolio is worth at least $130 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Leibman Services
The Leibman Services office and employees reside in Louisville, Nebraska. According to the last 13-F report filed with the SEC, Wiilliam Garver serves as the Chief Compliance Officer at Leibman Services.
Recent trades
In the most recent 13F filing, Leibman Services revealed that it had opened a new position in
Arcadium Lithium Plc and bought 298,301 shares worth $1.29 billion.
The investment fund also strengthened its position in Wisdomtree Tr by buying
42,124 additional shares.
This makes their stake in Wisdomtree Tr total 263,417 shares worth $12.7 billion.
On the other hand, there are companies that Leibman Services is getting rid of from its portfolio.
Leibman Services closed its position in Livent Corp on 4th April 2024.
It sold the previously owned 106,033 shares for $1.91 billion.
Wiilliam Garver also disclosed a decreased stake in United Rentals by 0.1%.
This leaves the value of the investment at $6.4 billion and 8,872 shares.
One of the smallest hedge funds
The two most similar investment funds to Leibman Services are Trademark Management and Mork Capital Management. They manage $130 billion and $130 billion respectively.
Wiilliam Garver investment strategy
Leibman Services’s portfolio is diversified across 10 sectors.
Currently, their heaviest sector is Technology — making up 19.7% of
the total portfolio value.
The fund focuses on investments in the United States as
64.0% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
62% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $256 billion.
The complete list of Leibman Services trades based on 13F SEC filings
These positions were updated on April 4th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Wisdomtree Tr |
19.04%
263,417
|
$12,690,746,000 | 9.74% |
| United Rentals, Inc. |
11.98%
8,872
|
$6,397,209,000 | 4.91% |
| Deere Co |
13.21%
13,078
|
$5,371,484,000 | 4.12% |
| Berkshire Hathaway Inc. |
1.73%
11,312
|
$4,756,553,000 | 3.65% |
| Teck Resources Ltd |
7.06%
102,000
|
$4,669,518,000 | 3.58% |
| Freeport-McMoRan Inc |
0.06%
98,027
|
$4,609,197,000 | 3.54% |
| Disney Walt Co |
2.13%
37,364
|
$4,571,745,000 | 3.51% |
| Taiwan Semiconductor Mfg Ltd |
4.36%
32,943
|
$4,481,771,000 | 3.44% |
| Applied Materials Inc. |
13.34%
20,691
|
$4,266,969,000 | 3.27% |
| Alphabet Inc |
0.01%
27,319
|
$4,159,500,000 | 3.19% |
| Microsoft Corporation |
0.93%
9,745
|
$4,099,529,000 | 3.15% |
| Southwest Airls Co |
10.72%
137,488
|
$4,013,251,000 | 3.08% |
| Apple Inc |
1.88%
22,641
|
$3,882,478,000 | 2.98% |
| Lowes Cos Inc |
3.24%
15,211
|
$3,874,594,000 | 2.97% |
| Tesla Inc |
24.73%
19,680
|
$3,459,527,000 | 2.65% |
| AMGEN Inc. |
2.58%
12,049
|
$3,425,536,000 | 2.63% |
| Pure Storage Inc |
5.65%
64,313
|
$3,343,606,000 | 2.57% |
| First Solar Inc |
13.81%
18,184
|
$3,069,433,000 | 2.36% |
| Magna International Inc. |
7.57%
55,684
|
$3,033,644,000 | 2.33% |
| Trade Desk Inc |
3.44%
34,462
|
$3,012,595,000 | 2.31% |
| Meritage Homes Corp. |
2.79%
16,677
|
$2,926,003,000 | 2.25% |
| Pfizer Inc. |
26.19%
100,885
|
$2,799,540,000 | 2.15% |
| Alexandria Real Estate Eq In |
4.28%
21,363
|
$2,753,905,000 | 2.11% |
| Chevron Corp. |
7.79%
16,722
|
$2,637,688,000 | 2.02% |
| Boeing Co. |
9.95%
13,302
|
$2,567,047,000 | 1.97% |
| General Mtrs Co |
34.85%
49,862
|
$2,261,216,000 | 1.74% |
| Kinsale Cap Group Inc |
1.92%
4,310
|
$2,261,119,000 | 1.74% |
| Datadog Inc |
4.75%
17,454
|
$2,157,315,000 | 1.66% |
| Enphase Energy Inc |
2.35%
17,808
|
$2,154,412,000 | 1.65% |
| Shell Ptc |
0.37%
31,629
|
$2,120,365,000 | 1.63% |
| Livent Corp |
Closed
106,033
|
$1,906,473,000 | |
| Albemarle Corp. |
7.71%
13,692
|
$1,803,785,000 | 1.38% |
| Ishares Tr |
4.98%
41,728
|
$3,220,889,000 | 2.47% |
| Rockwell Automation Inc |
No change
4,660
|
$1,357,598,000 | 1.04% |
| Arcadium Lithium Plc |
Opened
298,301
|
$1,285,678,000 | 0.99% |
| Pinterest Inc |
6.33%
31,124
|
$1,079,037,000 | 0.83% |
| Universal Display Corp. |
3.01%
5,443
|
$916,818,000 | 0.70% |
| Walmart Inc |
200.03%
11,182
|
$672,804,000 | 0.52% |
| Union Pac Corp |
No change
2,712
|
$666,963,000 | 0.51% |
| CVS Health Corp |
4.51%
6,641
|
$529,678,000 | 0.41% |
| Nucor Corp. |
No change
1,984
|
$392,634,000 | 0.30% |
| RTX Corp |
No change
3,822
|
$372,760,000 | 0.29% |
| Intel Corp. |
0.99%
6,674
|
$294,791,000 | 0.23% |
| Kroger Co. |
1.36%
4,928
|
$281,524,000 | 0.22% |
| Caterpillar Inc. |
No change
744
|
$272,624,000 | 0.21% |
| Skyworks Solutions, Inc. |
No change
2,264
|
$245,237,000 | 0.19% |
| Reliance Steel Aluminum Co |
No change
719
|
$240,276,000 | 0.18% |
| Spdr Index Shs Fds |
Opened
4,164
|
$218,819,000 | 0.17% |
| Carrier Global Corporation |
No change
3,752
|
$218,104,000 | 0.17% |
| Honeywell International Inc |
No change
1,048
|
$215,102,000 | 0.17% |
| Blackrock Res Commodities |
No change
20,995
|
$190,635,000 | 0.15% |
| No transactions found | |||
| Showing first 500 out of 51 holdings | |||
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