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.
13F holders, Q2 2024
Institutional positions in LandBridge Co LLC as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 37
- +37 vs. Q1 2024
- Shares held
- 14.6M
- +14.6M vs. Q1 2024
- Total value
- $337.4M
- +$337.4M vs. Q1 2024
- New holders
- 37
- 0 more added
- Sold out
- 0
- 0 more reduced
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 192 | $2.25B |
| Q1 2026 | 187 | $1.89B |
| Q4 2025 | 150 | $1.37B |
| Q3 2025 | 156 | $1.35B |
| Q2 2025 | 156 | $1.69B |
| Q1 2025 | 145 | $1.68B |
| Q4 2024 | 124 | $1.25B |
| Q3 2024 | 59 | $588.3M |
| Q2 2024 | 37 | $337.4M |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding LandBridge Co LLC; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Horizon Kinetics Asset Management LLC | 4,705,899 | $108.9M | 1.90% | +4,705,899 | New |
| First Manhattan Co | 1,920,435 | $44.5M | 0.14% | +1,920,435 | New |
| FMR LLC | 1,692,051 | $39.2M | 0.00% | +1,692,051 | New |
| Adage Capital Partners GP, L.L.C. | 1,100,000 | $25.5M | 0.05% | +1,100,000 | New |
| Hill City Capital, LP | 1,000,000 | $23.1M | 1.66% | +1,000,000 | New |
| Yaupon Capital Management LP | 500,000 | $11.6M | 1.03% | +500,000 | New |
| BlackRock Inc. | 500,000 | $11.6M | 0.00% | +500,000 | New |
| Millennium Management LLC | 300,000 | $6.95M | 0.01% | +300,000 | New |
| Zimmer Partners, LP | 300,000 | $6.95M | 0.13% | +300,000 | New |
| Balyasny Asset Management LLC | 275,025 | $6.37M | 0.02% | +275,025 | New |
| Cinctive Capital Management LP | 250,000 | $5.79M | 0.31% | +250,000 | New |
| Eagle Global Advisors LLC | 240,000 | $5.56M | 0.29% | +240,000 | New |
| Wellington Management Group LLP | 212,443 | $4.92M | 0.00% | +212,443 | New |
| Raymond James & Associates | 210,000 | $4.86M | 0.00% | +210,000 | New |
| Alyeska Investment Group, L.P. | 200,000 | $4.63M | 0.03% | +200,000 | New |
| Cohen & Steers, Inc. | 179,844 | $4.16M | 0.01% | +179,844 | New |
| Teacher Retirement System of Texas | 125,000 | $2.89M | 0.02% | +125,000 | New |
| Jane Street Group, LLC | 107,861 | $2.50M | 0.00% | +107,861 | New |
| Blackstone Group Inc. | 100,000 | $2.31M | 0.01% | +100,000 | New |
| Monashee Investment Management LLC | 100,000 | $2.31M | 0.30% | +100,000 | New |
| Seven Grand Managers, LLC | 87,500 | $2.03M | 0.92% | +87,500 | New |
| Capstone Investment Advisors, LLC | 65,470 | $1.52M | 0.03% | +65,470 | New |
| Squarepoint Ops LLC | 60,000 | $1.39M | 0.01% | +60,000 | New |
| Schwartz Investment Counsel Inc | 58,823 | $1.36M | 0.05% | +58,823 | New |
| Marshall Wace, LLP | 50,000 | $1.16M | 0.00% | +50,000 | New |
| Ghisallo Capital Management LLC | 50,000 | $1.16M | 0.10% | +50,000 | New |
| Barclays PLC | 40,778 | $944.0K | 0.00% | +40,778 | New |
| Weiss Asset Management LP | 25,000 | $578.8K | 0.03% | +25,000 | New |
| Point72 (DIFC) Ltd | 21,471 | $497.1K | 0.04% | +21,471 | New |
| Rokos Capital Management LLP | 20,000 | $458.9K | 0.01% | +20,000 | New |
| Oxford Asset Management LLP | 17,000 | $393.6K | 0.39% | +17,000 | New |
| HighTower Advisors, LLC | 14,601 | $337.0K | 0.00% | +14,601 | New |
| Two Sigma Investments, LP | 12,000 | $277.8K | 0.00% | +12,000 | New |
| Mirabella Financial Services LLP | 11,160 | $258.4K | 0.02% | +11,160 | New |
| Winton Group Ltd | 10,560 | $244.5K | 0.02% | +10,560 | New |
| Centiva Capital, LP | 9,100 | $210.7K | 0.01% | +9,100 | New |
| FNY Investment Advisers, LLC | 2,775 | $64.0K | 0.04% | +2,775 | New |