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, Q4 2024
Institutional positions in LandBridge Co LLC as of Dec 31, 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
- 124
- +68 vs. Q3 2024
- Shares held
- 19.4M
- +4.59M (+31.0%) vs. Q3 2024
- Total value
- $1.25B
- +$672.8M (+116.4%) vs. Q3 2024
- New holders
- 84
- 27 more added
- Sold out
- 16
- 11 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding LandBridge Co LLC; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Heights Capital Management, Inc | 166,583 | $10.8M | 5.35% | +166,583 | New |
| UBS Group AG | 171,228 | $11.1M | 0.00% | +143,313+513.4% | Added |
| Renaissance Technologies LLC | 171,300 | $11.1M | 0.02% | +171,300 | New |
| Driehaus Capital Management LLC | 196,220 | $12.7M | 0.10% | +196,220 | New |
| Moors & Cabot, Inc. | 198,725 | $12.8M | 0.61% | +88,755+80.7% | Added |
| Mad River Investors | 233,452 | $15.1M | 7.01% | +902+0.4% | Added |
| Burkehill Global Management, LP | 249,875 | $15.3M | 1.45% | +249,875 | New |
| Boston Financial Mangement LLC | 236,475 | $15.3M | 0.46% | +236,475 | New |
| Yaupon Capital Management LP | 249,875 | $16.1M | 1.02% | −20,187−7.5% | Reduced |
| Ghisallo Capital Management LLC | 249,875 | $16.1M | 0.94% | +199,875+399.8% | Added |
| Summit Street Capital Management, LLC | 269,191 | $17.7M | 2.77% | +269,191 | New |
| Gilder Gagnon Howe & Co LLC | 278,856 | $18.0M | 0.19% | +73,651+35.9% | Added |
| Oasis Management Co Ltd. | 291,520 | $18.8M | 6.27% | +291,520 | New |
| Citadel Advisors LLC | 321,523 | $20.4M | 0.02% | +321,523 | New |
| Raymond James Financial Inc | 323,968 | $20.9M | 0.01% | +323,968 | New |
| Morgan Stanley | 423,604 | $27.4M | 0.00% | +8,049+1.9% | Added |
| Schwartz Investment Counsel Inc | 426,568 | $27.6M | 0.99% | +4,400+1.0% | Added |
| BlackRock, Inc. | 429,722 | $27.8M | 0.00% | +145,511+51.2% | Added |
| Hill City Capital, LP | 595,000 | $38.4M | 2.46% | −405,000−40.5% | Reduced |
| Vanguard Group Inc | 595,663 | $38.5M | 0.00% | +595,663 | New |
| Hood River Capital Management LLC | 641,345 | $41.4M | 0.61% | +641,345 | New |
| FMR LLC | 1,970,455 | $127.3M | 0.01% | −407,666−17.1% | Reduced |
| First Manhattan Co | 2,713,506 | $175.3M | 0.51% | +516,380+23.5% | Added |
| Horizon Kinetics Asset Management LLC | 5,399,275 | $348.8M | 4.34% | +208,408+4.0% | Added |
| Bornite Capital Management LP | 0 | $0 | 0.00% | −345,000−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −64,824−100.0% | Sold out |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −46,944−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −21,587−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −17,400−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −15,335−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −13,690−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −9,563−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −9,527−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −7,909−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −7,626−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| M&R Capital Management Inc | – | – | – | – | Not filed |