$LB

$79.58 +$0.44 (0.56%) Close

$LB Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 28.0M shares outstanding

Who owns LB?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 1395.8%

David N. Capobianco 168.7% · Five Point Energy GP III LLC 168.7%

Institutional ownership

100.0%

+2.3 pts vs last qtr

Institutional holders

191

+4 vs last qtr

Net shares bought

+1.1M

by institutions in Q2 2026

New / sold out

33 / 29

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

T. Rowe Price Investment Management, Inc. NEW +1.3M
FMR LLC +440.6K

Biggest sellers in Q2 2026

Morgan Stanley −744.0K
Marshall Wace, LLP −443.6K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for LandBridge Corporation in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2024–FY2025

+4.3%

+4.32% a year

Each share's claim on the business

−4.1%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $141M

over 2 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years84% Under 1 year16%

Quarterly turnover

10.8%

of institutional shares changed hands

Top 10 managers, median time held

1.8 years

Super Investors

Investment managers reporting LB on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
FM First Manhattan Co. LLC.	7.1M	25.33%	+25.6K (+0.4%)	2024	1.4%
Shares held by quarter Peak holding7.1M (Q2'26) Change over 8 quarters+4.9M Share of the company25.330% First Manhattan Co. LLC.'s full portfolio →
HK Horizon Kinetics Asset Management LLC	5.8M	20.82%	+164.1K (+2.9%)	2024	5.2%
Shares held by quarter Peak holding5.8M (Q2'26) Change over 8 quarters+630.4K Share of the company20.820% Horizon Kinetics Asset Management LLC's full portfolio →

First Manhattan Co. LLC.

7.1M

% of company

25.33%

Change vs last qtr

+25.6K (+0.4%)

Held since

2024

Horizon Kinetics Asset Management LLC

5.8M

% of company

20.82%

Change vs last qtr

+164.1K (+2.9%)

Held since

2024

28 more super investors behind a free account

See every manager holding LandBridge Corporation, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting LB on Form N-PORT; together they hold 33.2% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
HK Horizon Kinetics Inflation Beneficiaries ETF Listed Funds Trust	$102M	1.3M	4.60%	6.91%	June 30, 2026
VR Vanguard Real Estate Index Fund Vanguard Specialized Funds	$82.1M	1.1M	3.79%	0.11%	July 31, 2026

Horizon Kinetics Inflation Beneficiaries ETF

Listed Funds Trust

Position value

$102M

% of company

4.60%

% of the fund

6.91%

As of

June 30, 2026

Vanguard Real Estate Index Fund

Vanguard Specialized Funds

Position value

$82.1M

% of company

3.79%

% of the fund

0.11%

As of

July 31, 2026

23 more funds behind a free account

See every fund holding LandBridge Corporation and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
DN David N. Capobianco 5%+ holder 13D · 61.4%	47.2M	168.70%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company168.700% Disclosed stake13D · 61.4% View the 13D/G filing →
FP Five Point Energy GP III LLC 5%+ holder 13D · 61.4%	47.2M	168.70%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company168.700% Disclosed stake13D · 61.4% View the 13D/G filing →

David N. Capobianco

5%+ holder13D · 61.4%

47.2M

% of company

168.70%

Change vs last qtr

—

Held since

—

Five Point Energy GP III LLC

5%+ holder13D · 61.4%

47.2M

% of company

168.70%

Change vs last qtr

—

Held since

—

6 more holders behind a free account

See every insider and 5%+ holder of LandBridge Corporation.

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