Current position

Ray Dalio’s Liberty Energy Inc (LBRT) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Bridgewater Associates, LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ4 2023Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares883.75KHighest verified quarter-end share count
Quarters reported11Verified quarters with shares above zero
What happened?

Bridgewater Associates, LP first reported Liberty Energy Inc in Q4 2023. The reported position was increased and reduced across later filings. Bridgewater Associates, LP currently reports 883.75K shares. The latest verified filing showed: Bought 312.5% more.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Bought 312.5% more+669.53K shares · 883.75K shares reported after the change
Filing context

Quarter-end price $26.19 · Estimated holding basis $25.55

Q1 2026
Bought 87.2% more+99.78K shares · 214.22K shares reported after the change
Filing context

Quarter-end price $28.80 · Estimated holding basis $23.56

Q4 2025
Sold 57.3% of the position−153.88K shares · 114.44K shares remained
Filing context

Quarter-end price $18.46 · Estimated holding basis $18.98

Q3 2025
Sold 27.7% of the position−103.00K shares · 268.32K shares remained
Filing context

Quarter-end price $12.34 · Estimated holding basis $18.98

Q2 2025
Sold 33.0% of the position−183.01K shares · 371.32K shares remained
Filing context

Quarter-end price $11.48 · Estimated holding basis $18.98

Q1 2025
Sold 23.8% of the position−173.05K shares · 554.33K shares remained
Filing context

Quarter-end price $15.83 · Estimated holding basis $18.98

Portfolio importance

How important is Liberty Energy Inc in Bridgewater Associates, LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.1%Q2 2026
Current rank#180of 997 reported positions
Peak portfolio weight0.1%Q2 2026
Best historical rank#180Q2 2026
At peak importanceQ2 2026
LBRT
0.1%
Largest holding
16.3%
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$19.262026-09-16

Market context only; not an investor transaction price.

Latest filing quarter-end price$26.19Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$25.55Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Bridgewater Associates, LP’s Form 13F disclosures, not Ray Dalio’s personal brokerage account. Form 13F reports quarter-end positions later and does not reveal exact trade dates or execution prices.