LandBridge Corp
LB- Exchange
- NYSE
- Industry
- Oil Royalty Traders
- SEC CIK
- 0001995807
No open-market purchases or sales by LandBridge Corp insiders were filed in the last 90 days; 192 institutions reported holding it in 13F filings for Q2 2026, worth $2.25B in total; no superinvestor holds it.
Key figures
- Market capNo recent share count in SEC filings
- –
- Insider buysOpen market, last 90 days
- 0
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, +7 vs. previous quarter
- 192
- 13F valueReported value at the end of Q2 2026
- $2.25B
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $199.1M
- +81.1% year over year
- Net income, FY2025
- $30.1M
- +489.6% year over year
- Free cash flow, FY2025
- $122.0M
- +83.1% year over year
- Revenue, Q3 FY2026
- $70.9M
- +39.5% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Short interest
See short dataFrom FINRA, settlement date Oct 15, 2026.
- Short interest
- 3.90M
- Shares sold short
- Change
- +48.9K
- +1.3% vs. previous
- Days to cover
- 16.06
- At average daily volume
Superinvestors holding LB, Q2 2026
Go to the superinvestors tabNo superinvestor reported holding LB at the end of Q2 2026.
Latest insider trades
See all insider tradesOpen-market purchases and sales by LandBridge Corp insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Aug 11, 2026 (view filing)9:48 PM ET | Aug 7 | 4 days | Capobianco David N and 7 othersDirector, 10% Owner | SSaleClass A shares | −1.25M | $75.05 | −$93.8M | −100.0%0 after | Duplicate filing |
| Aug 11, 2026 (view filing)9:40 PM ET | Aug 7 | 4 days | Capobianco David NDirector, 10% Owner | SSaleClass A shares | −1.25M | $75.05 | −$93.8M | −100.0%0 after | |
| Mar 6, 2026 (view filing) | Mar 2-6 | 4 daysLate | Watson Charles L.Director | SSaleClass A shares | −53.4K | $74.50 | −$3.97M | −45.4%64.3K after | 3 lots |
| Jan 7, 2026 (view filing) | Jan 5 | 2 days | Bolling Harrison FennerSee Remarks | PPurchaseClass A shares | +850 | $46.84 | +$39.8K | +1.3%66.9K after | |
| Jan 7, 2026 (view filing) | Jan 6 | 1 day | McNeely Scott LloydSee Remarks | PPurchaseClass A shares | +549 | $45.49 | +$25.0K | +0.7%81.3K after | |
| Jan 7, 2026 (view filing) | Jan 5 | 2 days | Long Jason ThomasSee Remarks | PPurchaseClass A shares | +2.14K | $46.59 | +$99.8K | +1.0%223.5K after | |
| Nov 21, 2025 (view filing)2:58 PM ET | Nov 18 | 3 daysLate | Five Point Energy Fund III AIV-VIII LP and 1 otherDirector, 10% Owner | SSaleClass A shares | −2.50M | $70.00 | −$175.0M | −100.0%0 after | Duplicate filing |
| Nov 21, 2025 (view filing)6:30 AM ET | Nov 18 | 3 daysLate | Capobianco David N and 5 othersDirector, 10% Owner | SSaleClass A shares | −2.50M | $70.00 | −$175.0M | −100.0%0 after | Duplicate filing |
| Nov 20, 2025 (view filing) | Nov 18 | 2 days | Capobianco David NDirector, 10% Owner | SSaleClass A shares | −2.50M | $70.00 | −$175.0M | −100.0%0 after | |
| May 28, 2025 (view filing)8:54 PM ET | May 23 | 5 days | Capobianco David N and 7 othersDirector, 10% Owner | SSaleClass A shares | −1.90M | $75.25 | −$143.0M | −100.0%0 after | Duplicate filing |
Top 10 13F holders, Q2 2026
See all 192 holdersThe largest institutional positions in LandBridge Corp at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Manhattan Co | 7,082,845 | $561.2M | 1.43% | +25,617+0.4% | Added |
| Horizon Kinetics Asset Management LLC | 5,821,263 | $461.3M | 5.23% | +164,129+2.9% | Added |
| FMR LLC | 1,775,450 | $140.7M | 0.01% | +440,622+33.0% | Added |
| T. Rowe Price Investment Management, Inc. | 1,276,671 | $101.2M | 0.07% | +1,276,671 | New |
| Vanguard Portfolio Management LLC | 1,267,116 | $100.4M | 0.00% | +27,218+2.2% | Added |
| William Blair Investment Management, LLC | 1,235,265 | $97.9M | 0.29% | +347,799+39.2% | Added |
| Morgan Stanley | 731,836 | $58.0M | 0.00% | −743,991−50.4% | Reduced |
| Schwartz Investment Counsel Inc | 644,716 | $51.1M | 1.70% | +51,825+8.7% | Added |
| Hood River Capital Management LLC | 592,619 | $47.0M | 0.34% | −28,456−4.6% | Reduced |
| UBS Group AG | 573,587 | $45.5M | 0.01% | −59,582−9.4% | Reduced |
Holders of 5% or more of LB
See all 4 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of LandBridge Corp.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| LandBridge Holdings LLC | 13D/A | 61.40%47.2M shares | −2.20 ppfrom 63.60% | Jul 3, 20245 filings | Aug 11, 2026 | SEC |
| First Manhattan Co | 13G/A | 26.30%6.67M shares | +6.60 ppfrom 19.70% | Jul 10, 20243 filings | Nov 7, 2025 | SEC |
| Horizon Kinetics Asset Management LLC | 13G/A | 19.70%5.84M shares | −1.20 ppfrom 20.90% | Jul 11, 20248 filings | Nov 9, 2026 | SEC |
| FMR LLC | 13G | 6.40%1.78M shares | +2.30 ppfrom 4.10% | Jul 10, 20245 filings | Aug 6, 2026 | SEC |
Politician trades
All politician trades in LB1 member of Congress reported 3 trades in LandBridge Corp since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Dec 15, 2025 |  Gilbert Ray Cisneros, Jr. House · CA | Buy | $50K-$100K |
| Dec 15, 2025 | Gilbert Ray Cisneros, Jr. House · CA | Buy | $15K-$50K |
| Sep 12, 2025 | Gilbert Ray Cisneros, Jr. House · CA | Buy | $50K-$100K |
House · CA · Dec 15, 2025
Buy$50K-$100K
House · CA · Dec 15, 2025
Buy$15K-$50K
House · CA · Sep 12, 2025
Buy$50K-$100K