LB

LandBridge Co LLC

Oil Royalty TradersNYSE<br>Emerging growth company

Total Trades

12

Buys

6

Sells

6

Largest Trade

$1M+

Insiders

9

Institutional Funds

115

Inst. Value

$1M+

Activist Filings

26

Insider Trades

InsiderTitleTypeValueSharesPriceDate
WATSON CHARLES L.DirectorSELL$1M+53K$74.50Mar 6, 2026
Bolling Harrison FennerSee RemarksBUY$15K–$50K850$46.84Jan 7, 2026
McNeely Scott LloydSee RemarksBUY$15K–$50K549$45.49Jan 7, 2026
Long Jason ThomasSee RemarksBUY$50K–$100K2K$46.59Jan 7, 2026
Five Point Energy Fund II AIV-VII LPDirectorSELL$1M+2.5M$70.00Nov 21, 2025
LandBridge Holdings LLCDirectorSELL$1M+2.5M$70.00Nov 21, 2025
Capobianco David NDirectorSELL$1M+2.5M$70.00Nov 21, 2025
LandBridge Holdings LLCDirectorSELL$1M+1.9M$75.25May 29, 2025
Capobianco David NDirectorSELL$1M+1.9M$75.25May 29, 2025
Chase ValerieDirectorBUY$15K–$50K3K$17.00Jul 4, 2024
Daul Ty P.DirectorBUY$100K–$500K9K$17.00Jul 4, 2024
WATSON CHARLES L.DirectorBUY$1M+118K$17.00Jul 4, 2024
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Activist & 5%+ Owners

SC 13D/13G filings — investors holding 5%+ of outstanding shares

Morgan Stanley

SC 13G/A · Feb 6, 2026

8.3%

2.1M shares

LandBridge Holdings LLC

SC 13D/A · Nov 21, 2025

63.6%

48.6M shares

FIRST MANHATTAN CO. LLC.

SC 13G/A · Nov 7, 2025

26.3%

6.7M shares

22.2%

5.6M shares

FIRST MANHATTAN CO. LLC.

SC 13G/A · Sep 8, 2025

19.7%

5.0M shares

Morgan Stanley

SC 13G/A · Aug 5, 2025

17.2%

4.0M shares

23.6%

5.5M shares

LandBridge Holdings LLC

SC 13D/A · May 29, 2025

67.1%

51.2M shares

5.1%

1.2M shares

FMR LLC

SC 13G/A · May 12, 2025

4.1%

959K shares

Morgan Stanley

SC 13G/A · May 6, 2025

14.2%

3.3M shares

Morgan Stanley

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

FMR LLC

SC 13G/A · Jan 8, 2025

8.5%

2.0M shares

LandBridge Holdings LLC

SC 13D/A · Dec 24, 2024

69.6%

53.2M shares

23.2%

5.4M shares

HighSage Ventures LLC

SC 13G/A · Nov 14, 2024

3.2%

550K shares

FMR LLC

SC 13G/A · Nov 12, 2024

13.6%

2.4M shares

29.5%

5.1M shares

28.4%

4.9M shares

27.0%

4.7M shares

HighSage Ventures LLC

SC 13G · Jul 11, 2024

6.0%

1.1M shares

First Manhattan Co. LLC

SC 13G · Jul 10, 2024

13.2%

1.9M shares

FMR LLC

SC 13G · Jul 10, 2024

11.7%

1.7M shares

5.7%

1.0M shares

LandBridge Holdings LLC 2.

SC 13D · Jul 3, 2024

55.7M shares

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