LB
LandBridge Company LLC
NYSE · Energy · Oil & Gas Equipment & Services · US
$86.53
+0.51%0
Insider buys (3m)
2
Insider sells (3m)
-$187.6M
Net value (3m)
+23.0%
Price return (3m)
Form 4 filings
| Date | Insider | Activity | Shares | Price |
|---|---|---|---|---|
| Aug 11, 2026 | LandBridge Holdings LLC · director, 10 percent owner: | Sale | 1,250,000 | $75 |
| Aug 11, 2026 | Capobianco David N · director, 10 percent owner: | Sale | 1,250,000 | $75 |
| Aug 6, 2026 | Chase Valerie · director | A-Award | 1,900 | $0.00 |
| Aug 6, 2026 | WATSON CHARLES L. · director | A-Award | 1,900 | $0.00 |
| Aug 6, 2026 | Williams Jason Frederick · officer: See Remarks | A-Award | 13,572 | $0.00 |
| Aug 6, 2026 | Long Jason Thomas · director, officer: See Remarks | A-Award | 20,358 | $0.00 |
| Aug 6, 2026 | Nicolas Andrea Liria · director | A-Award | 1,900 | $0.00 |
| Aug 6, 2026 | Bolling Harrison Fenner · officer: See Remarks | A-Award | 13,572 | $0.00 |
| Aug 6, 2026 | Daul Ty P. · director | A-Award | 1,900 | $0.00 |
| Aug 6, 2026 | McNeely Scott Lloyd · officer: See Remarks | A-Award | 14,929 | $0.00 |
| Jul 2, 2026 | Long Jason Thomas · director, officer: See Remarks | F-InKind | 33,425 | $72 |
| Jul 2, 2026 | Bolling Harrison Fenner · officer: See Remarks | F-InKind | 9,152 | $72 |
| Jul 2, 2026 | McNeely Scott Lloyd · officer: See Remarks | F-InKind | 12,188 | $72 |
| Jul 2, 2026 | Williams Jason Frederick · officer: See Remarks | F-InKind | 9,758 | $72 |
| Mar 6, 2026 | WATSON CHARLES L. · director | Sale | 30,680 | $74 |
| Mar 6, 2026 | WATSON CHARLES L. · director | Sale | 9,670 | $75 |
| Mar 6, 2026 | WATSON CHARLES L. · director | Sale | 13,000 | $75 |
| Jan 7, 2026 | Bolling Harrison Fenner · officer: See Remarks | Purchase | 850 | $47 |
| Jan 7, 2026 | McNeely Scott Lloyd · officer: See Remarks | Purchase | 549 | $45 |
| Jan 7, 2026 | Long Jason Thomas · director, officer: See Remarks | Purchase | 2,143 | $47 |
| Nov 21, 2025 | Five Point Energy Fund II AIV-VII LP · director, 10 percent owner: | Sale | 2,500,000 | $70 |
| Nov 21, 2025 | LandBridge Holdings LLC · director, 10 percent owner: | Sale | 2,500,000 | $70 |
| Nov 20, 2025 | Capobianco David N · director, 10 percent owner: | Sale | 2,500,000 | $70 |
| Sep 22, 2025 | Daul Ty P. · director | A-Award | 2,201 | $0.00 |
| Sep 22, 2025 | Chase Valerie · director | A-Award | 2,201 | $0.00 |
| Sep 22, 2025 | Nicolas Andrea Liria · director | A-Award | 2,201 | $0.00 |
| Sep 22, 2025 | WATSON CHARLES L. · director | A-Award | 2,201 | $0.00 |
| Aug 28, 2025 | Daul Ty P. · director | A-Award | 3,895 | $0.00 |
| Aug 28, 2025 | Nicolas Andrea Liria · director | A-Award | 3,895 | $0.00 |
| Aug 28, 2025 | WATSON CHARLES L. · director | A-Award | 3,895 | $0.00 |
Institutional positioning
13F filings over the trailing two quarters
New 58Increased 80Reduced 35Sold out 184
| Filer | Action | Shares | Filed |
|---|---|---|---|
| FIRST MANHATTAN CO. LLC. | Increased | 7,057,228 | May 15, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | Increased | 5,657,134 | May 15, 2026 |
| MORGAN STANLEY | Reduced | 1,475,827 | May 15, 2026 |
| FMR LLC | Increased | 1,334,828 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | New Position | 1,239,898 | May 8, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Increased | 887,466 | May 8, 2026 |
| UBS GROUP AG | Increased | 633,169 | May 5, 2026 |
| HOOD RIVER CAPITAL MANAGEMENT LLC | Increased | 621,075 | May 15, 2026 |
| SCHWARTZ INVESTMENT COUNSEL INC | Unchanged | 592,891 | May 4, 2026 |
| MARSHALL WACE, LLP | Increased | 562,062 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | Increased | 545,477 | May 15, 2026 |
| DF DENT & CO INC | Increased | 497,807 | May 15, 2026 |
| CORTLAND ASSOCIATES INC/MO | Reduced | 398,708 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | Reduced | 363,112 | May 14, 2026 |
| JANE STREET GROUP, LLC | Increased | 287,698 | May 12, 2026 |
Insider activity from SEC Form 4; institutional positioning from 13F filings · Latest filing Aug 11, 2026