L3VLUP
ProSign in

LB in the 13F filings

Landbridge Company LLC · CUSIP 514952100

Sector · Other financial services
Quarter
Q1 2026Q3 2025Q2 2025Q1 2025Q4 2024Q2 2024
Quarter end
31 Mar 2026
the date the book describes
Filed
18 May 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
17
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 0 listed it in both
Shares listed
3,129,051
combined, among listed positions
Reported value
$216m
combined, at the quarter end

Among the 91 comparable managers: 13 buyers (opened or added shares) and 5 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,480,428.

Managers listing LB in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

17 of 17 holders

ActionFiling
Fidelity (FMR LLC)1,334,828$92munder 0.1%Added+521,08015 May 2026 (the filing on sec.gov)
Marshall Wace LLP562,062$39munder 0.1%Added+419,55615 May 2026 (the filing on sec.gov)
Two Sigma Investments LP545,477$38munder 0.1%Added+501,43115 May 2026 (the filing on sec.gov)
Jane Street Group LLC214,698$15munder 0.1%Added+112,66612 May 2026 (the filing on sec.gov)
Citadel Advisors LLC204,233$14munder 0.1%Trimmed-20,49715 May 2026 (the filing on sec.gov)
AQR Capital Management LLC77,803$5.4munder 0.1%Added+6,72915 May 2026 (the filing on sec.gov)
Tudor Investment Corp40,392$2.8munder 0.1%Added+34,01415 May 2026 (the filing on sec.gov)
Point72 Asset Management LP25,265$1.7munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC22,892$1.6munder 0.1%Trimmed-19,84315 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP20,618$1.4munder 0.1%Trimmed-10,41115 May 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP19,603$1.4munder 0.1%Newnew14 May 2026 (the filing on sec.gov)
Millennium Management LLC18,865$1.3munder 0.1%Trimmed-132,13815 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd14,325$990kunder 0.1%Added+5,30018 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP12,604$870kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC5,672$392kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Invesco Ltd5,536$382kunder 0.1%Newnew12 May 2026 (the filing on sec.gov)
Voloridge Investment Management LLC4,178$288kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

There is no earlier quarter on file to compare with.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (6)

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
1 in Q2 2024 to 1 in Q1 2026

Tracked managers listing it, at least.

0246Q2 2024Q4 2024Q1 2025Q2 2025Q3 2025Q1 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
LB by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20241$459k10
Q4 20243$17m30
Q1 20253$25m22
Q2 20255$32m41
Q3 20251$534k11
Q1 20261$39m135

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

LB and AXP →LB and SCHW →LB and MS →Choose a stock to compare with LB →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own LB, latest filings →Back to the 13F Explorer →