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 |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 2,775 | $64.0K | 0.04% | +2,775 | New |
| Centiva Capital, LP | 9,100 | $210.7K | 0.01% | +9,100 | New |
| Winton Group Ltd | 10,560 | $244.5K | 0.02% | +10,560 | New |
| Mirabella Financial Services LLP | 11,160 | $258.4K | 0.02% | +11,160 | New |
| Two Sigma Investments, LP | 12,000 | $277.8K | 0.00% | +12,000 | New |
| HighTower Advisors, LLC | 14,601 | $337.0K | 0.00% | +14,601 | New |
| Oxford Asset Management LLP | 17,000 | $393.6K | 0.39% | +17,000 | New |
| Rokos Capital Management LLP | 20,000 | $458.9K | 0.01% | +20,000 | New |
| Point72 (DIFC) Ltd | 21,471 | $497.1K | 0.04% | +21,471 | New |
| Weiss Asset Management LP | 25,000 | $578.8K | 0.03% | +25,000 | New |
| Barclays PLC | 40,778 | $944.0K | 0.00% | +40,778 | 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 |
| Schwartz Investment Counsel Inc | 58,823 | $1.36M | 0.05% | +58,823 | New |
| Squarepoint Ops LLC | 60,000 | $1.39M | 0.01% | +60,000 | New |
| Capstone Investment Advisors, LLC | 65,470 | $1.52M | 0.03% | +65,470 | New |
| Seven Grand Managers, LLC | 87,500 | $2.03M | 0.92% | +87,500 | 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 |
| Jane Street Group, LLC | 107,861 | $2.50M | 0.00% | +107,861 | New |
| Teacher Retirement System of Texas | 125,000 | $2.89M | 0.02% | +125,000 | New |
| Cohen & Steers, Inc. | 179,844 | $4.16M | 0.01% | +179,844 | New |
| Alyeska Investment Group, L.P. | 200,000 | $4.63M | 0.03% | +200,000 | New |
| Raymond James & Associates | 210,000 | $4.86M | 0.00% | +210,000 | New |
| Wellington Management Group LLP | 212,443 | $4.92M | 0.00% | +212,443 | New |
| Eagle Global Advisors LLC | 240,000 | $5.56M | 0.29% | +240,000 | New |
| Cinctive Capital Management LP | 250,000 | $5.79M | 0.31% | +250,000 | New |
| Balyasny Asset Management LLC | 275,025 | $6.37M | 0.02% | +275,025 | 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 |
| BlackRock Inc. | 500,000 | $11.6M | 0.00% | +500,000 | New |
| Yaupon Capital Management LP | 500,000 | $11.6M | 1.03% | +500,000 | New |
| Hill City Capital, LP | 1,000,000 | $23.1M | 1.66% | +1,000,000 | New |
| Adage Capital Partners GP, L.L.C. | 1,100,000 | $25.5M | 0.05% | +1,100,000 | New |
| FMR LLC | 1,692,051 | $39.2M | 0.00% | +1,692,051 | New |
| First Manhattan Co | 1,920,435 | $44.5M | 0.14% | +1,920,435 | New |
| Horizon Kinetics Asset Management LLC | 4,705,899 | $108.9M | 1.90% | +4,705,899 | New |