Companies / LandBridge Co LLC

LandBridge Co LLC

NYSE: LBCIK 1995807HOUSTON, TX

Financials · FY2025

Revenue$199.09M
Net income$72.40M
Total debt$535.53M
Cash$39.80M
Diluted EPS$0.94
Shares outstanding77.1M

Ownership

77.1M shares outstanding · as of Aug 5, 2026
37.3%Institutions
Ownership
63.2%Class B
Share classes
Class B63.15%
Class A36.85%
Institutions37.27%28,730,385
Public float62.73%48,355,027

% of common shares outstanding (exact, from the latest cover-page filing). Institutions are quarterly 13F snapshots; insiders reflect current officers & directors.

Insiders 4

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Insider% of sharesShares
Bolling Harrison FennerSee Remarks
——
Long Jason ThomasSee Remarks · Director
——
McNeely Scott LloydSee Remarks
——
Watson Charles L.Director
——

Institutional holders 163

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HolderValue% of shares
Horizon Kinetics Asset Management LLC$390.63M7.34%
First Manhattan Co. LLC.$338.71M8.90%
Morgan Stanley$239.81M6.35%
Vanguard Group Inc$42.22M1.12%
Fmr LLC$39.87M1.06%
Marshall Wace, LLP$38.81M0.73%
Two Sigma Investments, LP$37.67M0.71%
William Blair Investment Management, LLC$33.82M0.90%
Hood River Capital Management LLC$30.43M0.81%
Schwartz Investment Counsel Inc$29.05M0.77%

Activity

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InsidersInstitutions
What insiders are doing in this stock (Form 4).
DateActorActionSecurityValueShares ΔPosition afterImpact
Mar 2, 2026Watson Charles L.
Director
SellClass A shares$2.27M-31K
-26.09%
86,920
0.11% of shares
medium
Mar 6, 2026Watson Charles L.
Director
SellClass A shares$975.1K-13K
-16.83%
64,250
0.08% of shares
medium
Mar 4, 2026Watson Charles L.
Director
SellClass A shares$727.1K-10K
-11.13%
77,250
0.10% of shares
medium
Jan 5, 2026Long Jason Thomas
Executive
BuyClass A shares$99.8K+2K
+0.97%
223,546
0.29% of shares
medium
Jan 5, 2026Bolling Harrison Fenner
Executive
BuyClass A shares$39.8K+850
+1.29%
66,874
0.09% of shares
low
Jan 6, 2026McNeely Scott Lloyd
Executive
BuyClass A shares$25.0K+549
+0.68%
81,276
0.11% of shares
low

5%+ ownership events

Schedule 13D / 13G
FilerStance% of classSharesDate
Morgan StanleyPassive13G/A———

Securities

via CUSIP / OpenFIGI
SymbolTypeMarketCUSIPFIGI
LBCommon StockEquity514952100BBG01N59HNH6