LB
LandBridge Company LLC · Energy · Oil & Gas Equipment & Services
Momentum inputs (comparable managers):
holder breadth -25.0% ·
share flow -30.0% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 65 | +4 | 13.49M | $1.07B | +8 | −4 |
| Q1 2026 | 64 | +10 | 14.17M | $978.09M | +13 | −3 |
| Q4 2025 | 55 | +1 | 16.40M | $805.92M | +2 | −1 |
| Q3 2025 | 13 | -1 | 7.20M | $383.87M | +1 | −2 |
| Q2 2025 | 11 | +2 | 3.11M | $209.95M | +3 | −1 |
| Q1 2025 | 6 | -2 | 326.11K | $23.46M | — | −2 |
| Q4 2024 | 8 | +6 | 754.22K | $48.36M | +6 | — |
| Q3 2024 | 1 | -4 | 177.32K | $6.94M | — | −4 |
| Q2 2024 | 5 | — | 1.67M | $38.76M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Two Sigma Investments ✦ | 84.46K | +256.2% | $6.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Renaissance Technologies ✦ | 80.10K | -53.2% | $5.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bridgewater Associates ✦ | 68.45K | -29.4% | $4.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 42.66K | -86.7% | $3.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 42.66K | -86.7% | $3.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 28.74K | +57.3% | $2.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 28.74K | +57.3% | $2.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | State Street Global Advisors ✦ (passive) | 21.71K | +83.9% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Millennium Management | $5.22M | was 0.0% |
| Arrowstreet Capital | $1.93M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 185 holders, 27.31M shares, $1.88B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Director, 10% owner · 1.25M sh · $93.81M
Director, 10% owner · 1.25M sh · $93.81M
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
61.4% of class · View original SEC filing ↗