LandBridge Co LLC · Brief

Next report

11 days

Nov 11 · after closeest.Q3 FY26

Expected move

±6.7%implied · report alone

78.0089.18

straddle ±10.1%

spot 83.59exp Nov 20ATM strike 85ATM straddle 9.90IV 61%

Oct 30 closereport share · term structure

Expected move

—≥ implied

Q2 FY26—▲+6.31%—

quarterimplied−10%0+10%realized×

Q2 FY26—▲+6.31%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Nov 11 report · est.

Bull2

192managers reporting a position in the latest quarterly filings13F · Jun 30 '26

16disclosed supplier and customer ties in SEC filingsSEC filings

Bear2

10 of 24largest reporting managers that cut their stake in the latest quarter13F · Jun 30 '26

15managers holding four fifths of reported value13F · Jun 30 '26

AI captions · Oct 26 '26once per report · top 2 per case

LB report session

No linked exposure.

Oct 28impliedImplied move: ±9.6% into Nov 11 earnings (Oct 28 close).Source

Oct 18-KMaterial agreement: 8-K Item 1.01.Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.