LandBridge Co LLC
Total Trades
12
Buys
6
Sells
6
Largest Trade
$1M+
Insiders
9
Institutional Funds
115
Inst. Value
$1M+
Activist Filings
26
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| WATSON CHARLES L. | Director | SELL | $1M+ | 53K | $74.50 | Mar 6, 2026 |
| Bolling Harrison Fenner | See Remarks | BUY | $15K–$50K | 850 | $46.84 | Jan 7, 2026 |
| McNeely Scott Lloyd | See Remarks | BUY | $15K–$50K | 549 | $45.49 | Jan 7, 2026 |
| Long Jason Thomas | See Remarks | BUY | $50K–$100K | 2K | $46.59 | Jan 7, 2026 |
| Five Point Energy Fund II AIV-VII LP | Director | SELL | $1M+ | 2.5M | $70.00 | Nov 21, 2025 |
| LandBridge Holdings LLC | Director | SELL | $1M+ | 2.5M | $70.00 | Nov 21, 2025 |
| Capobianco David N | Director | SELL | $1M+ | 2.5M | $70.00 | Nov 21, 2025 |
| LandBridge Holdings LLC | Director | SELL | $1M+ | 1.9M | $75.25 | May 29, 2025 |
| Capobianco David N | Director | SELL | $1M+ | 1.9M | $75.25 | May 29, 2025 |
| Chase Valerie | Director | BUY | $15K–$50K | 3K | $17.00 | Jul 4, 2024 |
| Daul Ty P. | Director | BUY | $100K–$500K | 9K | $17.00 | Jul 4, 2024 |
| WATSON CHARLES L. | Director | BUY | $1M+ | 118K | $17.00 | Jul 4, 2024 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 115 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| FIRST MANHATTAN CO. LLC. | 6.9M | $1M+ | SH |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 5.6M | $1M+ | SH |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 690K | $1M+ | SH |
| SCHWARTZ INVESTMENT COUNSEL INC | 593K | $1M+ | SH |
| DF DENT & CO INC | 439K | $1M+ | SH |
| CORTLAND ASSOCIATES INC/MO | 408K | $1M+ | SH |
| Annex Advisory Services, LLC | 294K | $1M+ | SH |
| MAD RIVER INVESTORS | 263K | $1M+ | SH |
| One Charles Private Wealth Services, LLC | 237K | $1M+ | SH |
| GOLDMAN SACHS GROUP INC | 215K | $1M+ | SH |
| Moors & Cabot, Inc. | 206K | $1M+ | SH |
| EagleClaw Capital Managment, LLC | 201K | $1M+ | SH |
| UBS Group AG | 191K | $1M+ | SH |
| RAYMOND JAMES FINANCIAL INC | 187K | $1M+ | SH |
| HighTower Advisors, LLC | 111K | $1M+ | SH |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 103K | $1M+ | SH |
| SEVEN GRAND MANAGERS, LLC | 100K | $1M+ | SH |
| SPROTT INC. | 85K | $1M+ | SH |
| VIKING FUND MANAGEMENT LLC | 80K | $1M+ | SH |
| PROMETHIUM ADVISORS,LLC | 68K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G/A · Feb 6, 2026
8.3%
2.1M shares
SC 13D/A · Nov 21, 2025
63.6%
48.6M shares
SC 13G/A · Nov 7, 2025
26.3%
6.7M shares
HORIZON KINETICS ASSET MANAGEMENT LLC
SC 13G/A · Oct 29, 2025
22.2%
5.6M shares
SC 13G/A · Sep 8, 2025
19.7%
5.0M shares
SC 13G/A · Aug 5, 2025
17.2%
4.0M shares
HORIZON KINETICS ASSET MANAGEMENT LLC
SC 13G · Jul 23, 2025
23.6%
5.5M shares
SC 13D/A · May 29, 2025
67.1%
51.2M shares
T. Rowe Price Investment Management, Inc.
SC 13G · May 14, 2025
5.1%
1.2M shares
SC 13G/A · May 12, 2025
4.1%
959K shares
SC 13G/A · May 6, 2025
14.2%
3.3M shares
SC 13G · Mar 6, 2025
10.0%
2.3M shares
Hill City Capital Master Fund LP
SC 13G · Feb 14, 2025
0.8%
595K shares
SC 13G/A · Jan 8, 2025
8.5%
2.0M shares
SC 13D/A · Dec 24, 2024
69.6%
53.2M shares
HORIZON KINETICS ASSET MANAGEMENT LLC
SC 13D/A · Dec 23, 2024
23.2%
5.4M shares
SC 13G/A · Nov 14, 2024
3.2%
550K shares
SC 13G/A · Nov 12, 2024
13.6%
2.4M shares
HORIZON KINETICS ASSET MANAGEMENT LLC
SC 13D/A · Sep 23, 2024
29.5%
5.1M shares
HORIZON KINETICS ASSET MANAGEMENT LLC
SC 13D/A · Jul 12, 2024
28.4%
4.9M shares
HORIZON KINETICS ASSET MANAGEMENT LLC
SC 13D · Jul 11, 2024
27.0%
4.7M shares
SC 13G · Jul 11, 2024
6.0%
1.1M shares
SC 13G · Jul 10, 2024
13.2%
1.9M shares
SC 13G · Jul 10, 2024
11.7%
1.7M shares
Hill City Capital Master Fund LP
SC 13G · Jul 8, 2024
5.7%
1.0M shares
SC 13D · Jul 3, 2024
55.7M shares