证券记录 · 已归档季度
LB
LandBridge Company LLC · Energy · Oil & Gas Equipment & Services
11被追踪持有人
+2Δ持有人
3.11M持有股份
$209.95M报告持仓市值
+3新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +22.2% ·
股份流向 +10.3% ·
净新建仓位 +18.2%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
持有人 · Q2 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (被动) | 871.10K | — | $58.87M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (被动) | 871.10K | — | $58.87M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (被动) | 871.10K | — | $58.87M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (被动) | 871.10K | — | $58.87M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (被动) | 871.10K | — | $58.87M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (被动) | 871.10K | — | $58.87M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (被动) | 871.10K | — | $58.87M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (被动) | 871.10K | — | $58.87M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (被动) | 871.10K | — | $58.87M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 834.06K | — | $56.37M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Fidelity (FMR) ✦ | 834.06K | — | $56.37M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 834.06K | — | $56.37M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | The Vanguard Group ✦ (被动) | 786.42K | — | $53.15M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | The Vanguard Group ✦ (被动) | 786.42K | — | $53.15M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | The Vanguard Group ✦ (被动) | 786.42K | — | $53.15M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Two Sigma Investments ✦ | 183.03K | +116.7% | $12.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Millennium Management ✦ | 149.97K | 新增 | $10.14M | 0.0% | New | 1 | SEC ↗ |
| 18 | Bridgewater Associates ✦ | 89.42K | +30.6% | $6.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 87.43K | +105.0% | $5.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 87.43K | +105.0% | $5.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Geode Capital Management ✦ (被动) | 28.97K | +0.8% | $1.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Geode Capital Management ✦ (被动) | 28.97K | +0.8% | $1.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Marshall Wace ✦ | 27.93K | 新增 | $1.89M | 0.0% | New | 1 | SEC ↗ |
| 24 | State Street Global Advisors ✦ (被动) | 24.77K | +14.1% | $1.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Point72 Asset Management ✦ | 23.63K | 新增 | $1.60M | 0.0% | New | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Millennium Management | $10.14M | 0.0% |
| Marshall Wace | $1.89M | 0.0% |
| Point72 Asset Management | $1.60M | 0.0% |
已清仓
| Renaissance Technologies | $5.76M | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 185 持有人, 27.31M 股份, $1.88B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Aug 07
Capobianco David N
Director, 10% owner · 1.25M 股 · $93.81M
Aug 07
LandBridge Holdings LLC
Director, 10% owner · 1.25M 股 · $93.81M
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
Aug 14
SC 13G/A — T. Rowe Price Investment Management…
Aug 11
SC 13D/A — LandBridge Holdings LLC
61.4% 占股份类别 · 查看 SEC 原始申报文件 ↗
Aug 06
SC 13G — FMR LLC
Jul 29
SC 13G/A — HORIZON KINETICS ASSET MANAGEMENT LLC
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2025 ·
方法论 ·
通过API获取此数据