LandBridge (LB)
Manages Delaware Basin land and resources for energy and industrial development.
$84.76
vs last close−2.15 (−2.47%)
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13F · 13D/G · Form 4
| Institutions | ≈ 36.68% | 28.28M shares | |
|---|---|---|---|
| 200 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.72% | 556.1K shares | |
| 8 holders · as of Aug 6, 2026 | |||
| Other | ≈ 62.60% | 48.25M shares | |
| remainder | |||
77.09M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
This company has 2 share classes; every stake here is a share of the whole company.
13F, as of Jun 30, 2026
200 holders · 28.28M shares · 34 new positions · 107 increased · 57 reduced · 28 closed
| Holder | Shares | % of company | Chg q/q | Filed |
|---|---|---|---|---|
| First Manhattan Co. LLC. | 7.08M | 9.19% | +25.6K | Aug 14, 2026 |
| Horizon Kinetics Asset Management LLC | 5.82M | 7.55% | +164.1K | Aug 11, 2026 |
| FMR LLC | 1.78M | 2.30% | +440.6K | Aug 13, 2026 |
| T. Rowe Price Investment Management, Inc. | 1.28M | 1.66% | +1.28Mnew | Aug 14, 2026 |
| Vanguard Portfolio Management LLC | 1.27M | 1.64% | +27.2K | Aug 13, 2026 |
| William Blair Investment Management, LLC | 1.24M | 1.60% | +347.8K | Aug 12, 2026 |
| Morgan Stanley | 731.8K | 0.95% | −744.0K | Aug 13, 2026 |
| Schwartz Investment Counsel Inc | 644.7K | 0.84% | +51.8K | Jul 27, 2026 |
13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| LandBridge Holdings LLCincl. David N. Capobianco, Five Point Energy GP III LLC +5 more | 61.40% | 47.17M | 13D | Aug 11, 2026 |
| First Manhattan Co. LLC. | 26.30% | 6.67M | 13G | Nov 7, 2025 |
| Horizon Kinetics Asset Management LLC | 22.20% | 5.63M | 13G | Oct 29, 2025 |
| T. Rowe Price Investment Management, Inc. | 5.10% | 1.19M | 13G | May 14, 2025 |
Form 4
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Aug 7, 2026 | LandBridge Holdings LLCdirector, 10 percent owner: | Sale | 1,250,000 | $75.05 | 0 |
| Aug 7, 2026 | David N. Capobiancodirector, 10 percent owner: | Sale | 1,250,000 | $75.05 | 0 |
| Mar 6, 2026 | Charles L. Watsondirector | Sale | 13,000 | $75.00 | 64,250 |
| Mar 4, 2026 | Charles L. Watsondirector | Sale | 9,670 | $75.19 | 77,250 |
| Mar 2, 2026 | Charles L. Watsondirector | Sale | 30,680 | $74.07 | 86,920 |
| Jan 5, 2026 | Jason Thomas Longdirector, officer: See Remarks | Purchase | 2,143 | $46.59 | 223,546 |
| Jan 6, 2026 | Scott Lloyd McNeelyofficer: See Remarks | Purchase | 549 | $45.49 | 81,276 |
| Jan 5, 2026 | Harrison Fenner Bollingofficer: See Remarks | Purchase | 850 | $46.84 | 66,874 |
| Nov 18, 2025 | LandBridge Holdings LLCdirector, 10 percent owner: | Sale | 2,500,000 | $70.00 | 0 |
| Nov 18, 2025 | Five Point Energy Fund II AIV-VII LPdirector, 10 percent owner: | Sale | 2,500,000 | $70.00 | 0 |
House and Senate disclosures
Not reported.