LandBridge Co LLC
LB- Exchange
- NYSE
- Industry
- Oil Royalty Traders
- SEC CIK
- 0001995807
In the last 90 days, LandBridge Co LLC insiders filed 0 open-market purchases and 1 sale; 192 institutions reported holding it in 13F filings for Q2 2026, worth $2.25B in total; no superinvestor holds it.
Key figures
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $93.8M in total
- 1
- 13F holdersQ2 2026, +8 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
Superinvestors holding LB, Q2 2026
No superinvestor reported holding LB at the end of Q2 2026.
Latest insider trades
Open-market purchases and sales by LandBridge Co LLC 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
The largest institutional positions in LandBridge Co LLC 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 |