LandBridge Company LLC (LB) Insider Trading
Over the last 6 months, 160 institutions increased and 73 reduced their position (13F).
Insider Activity
Sentiment
50/100
Buys (3m)
0
Sells (3m)
0
Net (3m)
$0
Insider trades by month Buys Sells
May
Nov
Jan
Mar
Context3-month price +1.9%Institutions accumulating (13F)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Mar 6, 2026 | WATSON CHARLES L.director | Sell | 13,000 | $75.00 |
| Mar 6, 2026 | WATSON CHARLES L.director | Sell | 9,670 | $75.19 |
| Mar 6, 2026 | WATSON CHARLES L.director | Sell | 30,680 | $74.07 |
| Jan 7, 2026 | Bolling Harrison Fennerofficer: See Remarks | Buy | 850 | $46.84 |
| Jan 7, 2026 | McNeely Scott Lloydofficer: See Remarks | Buy | 549 | $45.49 |
| Jan 7, 2026 | Long Jason Thomasdirector, officer: See Remarks | Buy | 2,143 | $46.59 |
| Nov 21, 2025 | Five Point Energy Fund II AIV-VII LPdirector, 10 percent owner: | Sell | 2,500,000 | $70.00 |
| Nov 21, 2025 | LandBridge Holdings LLCdirector, 10 percent owner: | Sell | 2,500,000 | $70.00 |
| Nov 20, 2025 | Capobianco David Ndirector, 10 percent owner: | Sell | 2,500,000 | $70.00 |
| Sep 22, 2025 | Daul Ty P.director | Grant | 2,201 | — |
| Sep 22, 2025 | Chase Valeriedirector | Grant | 2,201 | — |
| Sep 22, 2025 | Nicolas Andrea Liriadirector | Grant | 2,201 | — |
| Sep 22, 2025 | WATSON CHARLES L.director | Grant | 2,201 | — |
| Aug 28, 2025 | Nicolas Andrea Liriadirector | Grant | 3,895 | — |
| Aug 28, 2025 | WATSON CHARLES L.director | Grant | 3,895 | — |
| Aug 28, 2025 | Daul Ty P.director | Grant | 3,895 | — |
| Aug 28, 2025 | Chase Valeriedirector | Grant | 3,895 | — |
| Jul 3, 2025 | Bolling Harrison Fennerofficer: See Remarks | Tax | 8,366 | $66.38 |
| Jul 3, 2025 | McNeely Scott Lloydofficer: See Remarks | Tax | 12,187 | $66.38 |
| Jul 3, 2025 | Long Jason Thomasdirector, officer: See Remarks | Tax | 33,424 | $66.38 |
| Jul 3, 2025 | Williams Jason Frederickofficer: See Remarks | Tax | 9,757 | $66.38 |
| May 28, 2025 | LandBridge Holdings LLCdirector, 10 percent owner: | Sell | 1,900,000 | $75.25 |
| May 28, 2025 | Capobianco David Ndirector, 10 percent owner: | Sell | 1,900,000 | $75.25 |
| Sep 16, 2024 | Nicolas Andrea Liriadirector | Grant | 7,353 | — |
Source: LB SEC Form 4 filings, latest Mar 6, 2026. For informational purposes only — not investment advice.
Institutional activity (13F)
How institutions changed their LB positions over the last 6 months (SEC Form 13F).
Increased
160
New positions
76
Reduced
73
Sold out
56
Largest moves
| Institution | Action | Shares | Filed |
|---|---|---|---|
| FIRST MANHATTAN CO. LLC. | Increased | 7.1M | May 15, 2026 |
| FIRST MANHATTAN CO. LLC. | Increased | 6.9M | Feb 17, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | Increased | 5.7M | May 15, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | Increased | 5.6M | Feb 11, 2026 |
| MORGAN STANLEY | Reduced | 4.9M | Feb 13, 2026 |
| MORGAN STANLEY | Reduced | 1.5M | May 15, 2026 |
| FMR LLC | Increased | 1.3M | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | New Position | 1.2M | May 8, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Increased | 887K | May 8, 2026 |
| VANGUARD GROUP INC | Increased | 862K | Jan 29, 2026 |
| FMR LLC | Reduced | 814K | Feb 17, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | New Position | 690K | Feb 9, 2026 |
| UBS GROUP AG | Increased | 633K | May 5, 2026 |
| HOOD RIVER CAPITAL MANAGEMENT LLC | Increased | 621K | May 15, 2026 |
| HOOD RIVER CAPITAL MANAGEMENT LLC | Reduced | 621K | Feb 17, 2026 |
Source: SEC Form 13F filings. For informational purposes only — not investment advice.