Ficha del valor · trimestre archivado
LB
LandBridge Company LLC · Energy · Oil & Gas Equipment & Services
64Tenedores rastreados
+10Δ titulares
14.17MAcciones mantenidas
$978.09MValor declarado
+13Nuevas posiciones
−3Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +18.5% ·
flujo de acciones -8.8% ·
nuevas posiciones netas +15.6%
· fórmula
Fragmentación de la titularidad: más titulares, participación agregada más pequeña
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 64 | +5 | 13.35M | $1.06B | +8 | −5 |
| 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 | n/a | −2 |
| Q4 2024 | 8 | +6 | 754.22K | $48.36M | +6 | n/a |
| Q3 2024 | 1 | -4 | 177.32K | $6.94M | n/a | −4 |
| Q2 2024 | 5 | n/a | 1.67M | $38.76M | n/a | n/a |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | First Manhattan Co. Llc. | 7.06M | +2.9% | $487.30M | 1.4% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.48M | -69.8% | $101.91M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 3 | Fidelity (FMR) ✦ | 1.33M | +64.0% | $92.17M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 4 | UBS Group AG | 633.17K | +130.4% | $43.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Marshall Wace ✦ | 562.06K | +294.4% | $38.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Two Sigma Investments ✦ | 545.48K | +1138.4% | $37.67M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 7 | Raymond James Financial Inc | 363.11K | -6.5% | $25.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Captrust Financial Advisors | 274.56K | +2.5% | $18.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Jane Street Group, Llc | 214.70K | +110.4% | $14.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Citadel Advisors ✦ | 204.23K | -9.1% | $14.10M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 11 | Wells Fargo & Company/Mn | 188.25K | +39.6% | $13.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | HighTower Advisors, LLC | 156.91K | +41.8% | $10.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Sei Investments Co | 134.72K | +100.0% | $9.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Amundi | 102.08K | -45.8% | $7.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 87.01K | +74.4% | $6.01M | 0.0% | ▲ Add | 4 | SEC ↗ ×9 |
| 16 | AQR Capital Management ✦ | 77.80K | +9.5% | $5.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 17 | Bank Of America Corp /De/ | 64.93K | +996.1% | $4.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Geode Capital Management ✦ (pasivo) | 55.18K | +70.2% | $3.81M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 19 | Swiss National Bank | 55.00K | +47.1% | $3.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 44.98K | +128.3% | $3.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 21 | Tudor Investment Corp Et Al | 40.39K | +533.3% | $2.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Barclays Plc | 30.86K | +257041.7% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 23 | State Street Global Advisors ✦ (pasivo) | 30.53K | +38.9% | $2.11M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 24 | Hrt Financial Lp | 28.48K | Nuevo | $1.97M | 0.0% | New | 1 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 27.60K | +21.8% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 26.00K | -12.6% | $1.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Point72 Asset Management ✦ | 25.27K | Nuevo | $1.74M | 0.0% | New | 1 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 24.97K | -88.4% | $1.72M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 29 | California State Teachers… | 23.78K | +44.3% | $1.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Balyasny Asset Management L.P. | 22.89K | -46.4% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 20.62K | -33.5% | $1.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | UBS AM, a distinct business unit of… | 20.27K | -1.4% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Millennium Management ✦ | 18.86K | -87.5% | $1.30M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | Legal & General Group Plc | 17.73K | +10.1% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 35 | LPL Financial LLC | 16.71K | +9.1% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 14.88K | -1.6% | $1.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 37 | Cetera Investment Advisers | 14.64K | -4.3% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Janus Henderson Group Plc | 14.32K | +58.7% | $990,072 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Blair William & Co/Il | 12.58K | +0.8% | $868,373 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Northern Trust Corp | 10.52K | +42.2% | $726,269 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 41 | Lido Advisors, LLC | 8.71K | 0.0% | $601,551 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | State Of Wisconsin Investment Board | 8.44K | Nuevo | $582,644 | 0.0% | New | 1 | SEC ↗ |
| 43 | Stifel Financial Corp | 8.07K | +28.0% | $557,591 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Mariner, LLC | 7.98K | +38.3% | $551,226 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Dimensional Fund Advisors Lp | 6.00K | +28.6% | $414,369 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Invesco Ltd. | 5.54K | Nuevo | $382,261 | 0.0% | New | 1 | SEC ↗ ×2 |
| 47 | Focus Partners Wealth | 5.09K | Nuevo | $351,258 | 0.0% | New | 1 | SEC ↗ |
| 48 | IMC-Chicago, LLC | 4.21K | Nuevo | $290,908 | 0.0% | New | 1 | SEC ↗ |
| 49 | Russell Investments Group, Ltd. | 4.18K | +34.8% | $288,698 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Bank of New York Mellon Corp | 4.03K | Nuevo | $278,034 | 0.0% | New | 1 | SEC ↗ ×5 |
| 51 | Pictet Asset Management Holding SA | 3.96K | Nuevo | $273,162 | 0.0% | New | 1 | SEC ↗ |
| 52 | Tidal Investments LLC | 3.79K | Nuevo | $261,976 | 0.0% | New | 1 | SEC ↗ |
| 53 | Corient Private Wealth LP | 8.69K | Nuevo | $247,896 | 0.0% | New | 1 | SEC ↗ |
| 54 | Zurcher Kantonalbank (Zurich… | 3.38K | 0.0% | $233,113 | 0.0% | Held | 2 | SEC ↗ |
| 55 | Mercer Global Advisors Inc /Adv | 3.30K | Nuevo | $228,141 | 0.0% | New | 1 | SEC ↗ |
| 56 | Citigroup Inc | 3.02K | -30.1% | $208,807 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Jones Financial Companies Lllp | 2.04K | +14.2% | $147,065 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Group One Trading Llc | 1.80K | +49.2% | $124,014 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Deutsche Bank Ag\ | 1.74K | +50.6% | $119,940 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Fifth Third Bancorp | 1.40K | Nuevo | $96,560 | 0.0% | New | 1 | SEC ↗ |
| 61 | Cwm, Llc | 550 | +30.0% | $37,983 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Bnp Paribas Financial Markets | 71 | Nuevo | $4,903 | 0.0% | New | 1 | SEC ↗ |
| 63 | Pnc Financial Services Group, Inc. | 5 | -99.8% | $345 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | JPMorgan Chase ✦ | 5 | 0.0% | $340 | 0.0% | Held | 3 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Hrt Financial Lp | $1.97M | 0.0% |
| Point72 Asset Management | $1.74M | 0.0% |
| State Of Wisconsin Investment… | $582,644 | 0.0% |
| Invesco Ltd. | $382,261 | 0.0% |
| Focus Partners Wealth | $351,258 | 0.0% |
| IMC-Chicago, LLC | $290,908 | 0.0% |
| Bank of New York Mellon Corp | $278,034 | 0.0% |
| Pictet Asset Management… | $273,162 | 0.0% |
| Tidal Investments LLC | $261,976 | 0.0% |
| Corient Private Wealth LP | $247,896 | 0.0% |
| Mercer Global Advisors Inc… | $228,141 | 0.0% |
| Fifth Third Bancorp | $96,560 | 0.0% |
Posición cerrada
| Adage Capital Partners | $4.90M | era 0.0% |
| Squarepoint Ops LLC | $505,430 | era 0.0% |
| Simplex Trading, Llc | $38,751 | 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.
Frecuentemente cotituladas
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, 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)
Aug 07
Capobianco David N
Director, 10% owner · 1.25M acc. · $93.81M
Aug 07
LandBridge Holdings LLC
Director, 10% owner · 1.25M acc. · $93.81M
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
Aug 14
SC 13G/A: T. Rowe Price Investment Management…
Aug 11
SC 13D/A: LandBridge Holdings LLC
61.4% de clase · Ver presentación original ante la SEC ↗
Aug 06
SC 13G: FMR LLC
Jul 29
SC 13G/A: HORIZON KINETICS ASSET MANAGEMENT LLC
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q1 2026 ·
Metodología ·
Obtener esto a través de la API