LB
LandBridge Company LLC · Energy · Oil & Gas Equipment & Services
Señales de momentum (gestores comparables):
amplitud de titulares -7.1% ·
flujo de acciones -10.8% ·
nuevas posiciones netas -7.7%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.95M | — | $264.02M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 4.95M | — | $264.02M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 4.95M | — | $264.02M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 4.95M | — | $264.02M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 4.95M | — | $264.02M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 4.95M | — | $264.02M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 4.95M | — | $264.02M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 4.95M | — | $264.02M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 4.95M | — | $264.02M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 4.95M | — | $264.02M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | The Vanguard Group ✦ (pasivo) | 854.77K | +8.7% | $45.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | The Vanguard Group ✦ (pasivo) | 854.77K | +8.7% | $45.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | The Vanguard Group ✦ (pasivo) | 854.77K | +8.7% | $45.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 820.16K | -1.7% | $43.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Fidelity (FMR) ✦ | 820.16K | -1.7% | $43.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 820.16K | -1.7% | $43.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 190.47K | +4.1% | $10.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 102.31K | +17.0% | $5.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Millennium Management ✦ | 70.97K | -52.7% | $3.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 66.78K | Nuevo | $3.56M | 0.0% | New | 1 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 66.78K | Nuevo | $3.56M | 0.0% | New | 1 | SEC ↗ |
| 22 | BlackRock ✦ (pasivo) | 46.87K | -94.6% | $2.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | BlackRock ✦ (pasivo) | 46.87K | -94.6% | $2.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | BlackRock ✦ (pasivo) | 46.87K | -94.6% | $2.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | BlackRock ✦ (pasivo) | 46.87K | -94.6% | $2.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | BlackRock ✦ (pasivo) | 46.87K | -94.6% | $2.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | BlackRock ✦ (pasivo) | 46.87K | -94.6% | $2.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | BlackRock ✦ (pasivo) | 46.87K | -94.6% | $2.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Geode Capital Management ✦ (pasivo) | 30.17K | +4.1% | $1.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Geode Capital Management ✦ (pasivo) | 30.17K | +4.1% | $1.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Point72 Asset Management ✦ | 28.00K | +18.5% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | State Street Global Advisors ✦ (pasivo) | 25.52K | +3.0% | $1.36M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 10.44K | — | $556,974 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 12 | — | $640 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 12 | — | $640 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| AQR Capital Management | $3.56M | 0.0% |
| AQR Capital Management | $3.56M | 0.0% |
Posición cerrada
| Bridgewater Associates | $6.04M | era 0.0% |
| Marshall Wace | $1.89M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 185 tenedores, 27.31M acciones, $1.88B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Director, 10% owner · 1.25M acc. · $93.81M
Director, 10% owner · 1.25M acc. · $93.81M
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
61.4% de clase · Ver presentación original ante la SEC ↗