MSB compared with LB: revenue, margins and what each company keeps, and the suppliers and customers both name

MSBMesabi Trust

Mkt capRevenueRevenue

LBLandBridge Co LLC

Mkt capRevenueRevenue

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MSBMesabi Trust

LBLandBridge Co LLC

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Supply-chain overlap

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only MSB 0

None

Shared 0

No disclosed counterparties: MSB.

Only LB 15

CVXChevroncustomer

COPConocoPhillipscustomer

EOGEOG Resourcescustomer

OXYOccidental Petroleumcustomer

11 more · LB chain ›

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

MSBMesabi Trust

17.71· pre 17.71· delayed

Mkt cap$232.4MRevenue$2MQ2 FY27Revenue$18MFY26

LBLandBridge Co LLC

83.29· pre 82.42· delayed

Pre-marketOct 30 '26delayed

Mkt cap$6.4BRevenue$67MQ2 FY26Revenue$199MFY25

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Pre-marketOct 30 '26delayed

MSBMesabi Trust

LBLandBridge Co LLC

17.71pre 17.71delayed

Price

83.29pre 82.42delayed

$232.4M

Mkt cap

$6.4B

Q2 FY27$2M

Revenue

$67MQ2 FY26

FY26$18M

Revenue

$199MFY25

MSB17.71vsLB83.29Pre-marketOct 30 '26delayed