Dividend on the way · $0.12
LB · NYSE · Oil & Gas Equipment & Services

LandBridge

Manages Delaware Basin land and resources for energy and industrial development.

$86.94
After-hours close−0.03 (−0.03%)
At close$86.97(−2.52%)

Breakdown13F · Form 4

Institutions 35.46%Insiders

Shares outstanding 77.02M · Float 75.87M · 98.5% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
LandBridge Holdings LLC47.17M61.40%13DAug 11, 2026
First Manhattan Co. LLC.7.06M9.16%13FMay 15, 2026
Horizon Kinetics Asset Management LLC5.66M7.35%13FMay 15, 2026
Morgan Stanley1.48M1.92%13FMay 15, 2026
FMR LLC1.33M1.73%13FMay 15, 2026

Institutions13F, as of Mar 31, 2026

194 holders · 27.31M shares · 58 new positions · 138 increased · 31 reduced · 25 closed

HolderShares% outstandingChg q/qFiled
First Manhattan Co. LLC.7.06M9.16%+195.3KMay 15, 2026
Horizon Kinetics Asset Management LLC5.66M7.35%+14.4KMay 15, 2026
Morgan Stanley1.48M1.92%−3.42MMay 15, 2026
FMR LLC1.33M1.73%+521.1KMay 15, 2026
Vanguard Portfolio Management LLC1.24M1.61%+1.24MnewMay 8, 2026
William Blair Investment Management, LLC887.5K1.15%+197.2KMay 8, 2026
UBS Group AG633.2K0.82%+358.3KMay 5, 2026
Hood River Capital Management LLC621.1K0.81%+4May 15, 2026

Beneficial owners13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
LandBridge Holdings LLCincl. David N. Capobianco, Five Point Energy GP III LLC +5 more61.40%47.17M13DAug 11, 2026
First Manhattan Co. LLC.26.30%6.67M13GNov 7, 2025
Horizon Kinetics Asset Management LLC22.20%5.63M13GOct 29, 2025
T. Rowe Price Investment Management, Inc.5.10%1.19M13GMay 14, 2025

InsidersForm 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Aug 7, 2026
LandBridge Holdings LLCdirector, 10 percent owner:
Sale1,250,000$75.050
Aug 7, 2026
David N. Capobiancodirector, 10 percent owner:
Sale1,250,000$75.050
Mar 6, 2026
Charles L. Watsondirector
Sale13,000$75.0064,250
Mar 4, 2026
Charles L. Watsondirector
Sale9,670$75.1977,250
Mar 2, 2026
Charles L. Watsondirector
Sale30,680$74.0786,920
Jan 5, 2026
Jason Thomas Longdirector, officer: See Remarks
Purchase2,143$46.59223,546
Jan 6, 2026
Scott Lloyd McNeelyofficer: See Remarks
Purchase549$45.4981,276
Jan 5, 2026
Harrison Fenner Bollingofficer: See Remarks
Purchase850$46.8466,874
Nov 18, 2025
LandBridge Holdings LLCdirector, 10 percent owner:
Sale2,500,000$70.000
Nov 18, 2025
Five Point Energy Fund II AIV-VII LPdirector, 10 percent owner:
Sale2,500,000$70.000

CongressHouse and Senate disclosures

Not reported.