Core Insights - Goodlander Investment Management has established a new position in Liberty Energy by acquiring 1,950,000 shares valued at approximately $35,997,000 [1][2] Company Overview - Liberty Energy's stock price is $28.32, with a market capitalization of $4.6 billion and a revenue of $4.01 billion over the trailing twelve months (TTM) [4] - The company reported a net income of $147.87 million and an adjusted EBITDA of $634 million, indicating strong earnings potential from its completion services [6] Recent Performance - Liberty Energy's shares have increased by about 50% since the end of the last quarter and have risen 96% over the past year, significantly outperforming the S&P 500's 21% gain during the same period [5][7] - The company generated approximately $4 billion in revenue for 2025, with fourth-quarter revenue reaching about $1 billion, reflecting stable demand for its services [6] Business Model and Services - Liberty Energy provides hydraulic fracturing, wireline services, proppant delivery, and related technologies to oil and gas exploration companies in North America, focusing on major U.S. shale basins [8] - The company is expanding into distributed power solutions and energy infrastructure projects, indicating a longer growth trajectory compared to typical shale service providers [9]