Companies / LandBridge Co LLC

LandBridge Co LLC

NYSE: LBCIK 1995807HOUSTON, TX

Financials ยท 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 ยท 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

View all โ†’
Insider% of sharesShares
Bolling Harrison FennerSee Remarks
โ€”โ€”
Long Jason ThomasSee Remarks ยท Director
โ€”โ€”
McNeely Scott LloydSee Remarks
โ€”โ€”
Watson Charles L.Director
โ€”โ€”

Institutional holders 163

View all โ†’
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

Jun 30, 2026View all โ†’
InsidersInstitutions
Who's accumulating and trimming this stock (13F).
DateActorActionSecurityValueShares ฮ”Position afterImpact
Q1 2026
as of
Two Sigma Investments, LP
13F manager
AddCommon Stock$34.62M+501K
+1138.43%
545,477
0.71% of shares
medium
Q1 2026
as of
Marshall Wace, LLP
13F manager
AddCommon Stock$28.97M+420K
+294.41%
562,062
0.73% of shares
medium
Q1 2026
as of
Millennium Management LLC
13F manager
TrimCommon Stock$-9.12M-132K
-87.51%
18,865
0.02% of shares
medium
Q4 2025
as of
Bank of America Corp /De
13F manager
TrimCommon Stock$-6.69M-136K
-95.84%
5,924
<0.01% of shares
medium
Q1 2026
as of
Amundi
13F manager
TrimCommon Stock$-5.95M-86K
-45.78%
102,085
0.13% of shares
medium
Q1 2026
as of
Adage Capital Partners Gp, L.L.C.
13F manager
ExitCommon Stock$-4.90M-100K
-100.00%
0
low
Q2 2026
as of
BlackRock, Inc.
13F manager
AddCommon Stock$4.66M+59K
+118.02%
108,741
0.14% of shares
low
Q2 2026
as of
State Street Corporation
13F manager
AddCommon Stock$2.30M+29K
+132.30%
51,066
0.07% of shares
low

5%+ ownership events

Schedule 13D / 13G
FilerStance% of classSharesDate
Morgan StanleyPassive13G/Aโ€”โ€”โ€”

Securities

via CUSIP / OpenFIGI
SymbolTypeMarketCUSIPFIGI
LBCommon StockEquity514952100BBG01N59HNH6