Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prev close 87.38 · gapped below the open, then crossed back over prior close. High/low 87.81 at 2:15 pm ET, 86.41 at 9:30 am ET.
LandBridge Co LLC
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Oil Royalty Traders
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“Pursuant to the Shared Services Agreement, WaterBridge provides general and administrative services, as well as limited operational and maintenance services to us, together with five dedicated employees providing field services and five dedicated employees providing corporate services.”
FILING10-K0001193125-26-072404cik 0001995807
“For the year ended December 31, 2025, revenues from WaterBridge, VTX Energy and ConocoPhillips each individually comprised more than 10% of our total revenues and collectively represented 47% of our total revenues.”
FILING10-K0001193125-26-072404cik 0001995807
“WaterBridge, VTX Energy, TPL and EOG Resources each individually comprised 21%, 19%, 14% and 11%, respectively, of our total accounts receivable for the year ended December 31, 2025 and collectively represented 65% of our total accounts receivable at such date.”
FILING10-K0001193125-26-072404cik 0001995807
“Our revenue-generating agreements with Occidental Petroleum include (i) brackish water supply agreements, typically on a short-term basis, pursuant to which we sell brackish water to Occidental Petroleum to be used primarily in well completions, (ii) SUAs with perpetual terms so long as Occidental Petroleum conducts operations thereunder, subject to termination for non-use for more than six months, pursuant to which Occidental Petroleum conducts oil and natural gas exploration, development and production activities, including produced water recycling and treatment, on our land and from which we receive customary royalties and fees, (iii) customary term easements, typically for five- to 10-year terms, subject to early termination for non-use over a specified period of time and (iv) customary oil and natural gas mineral leases with perpetual terms so long as Occidental Petroleum conducts operations thereunder.”
FILING10-K0001193125-26-072404cik 0001995807
“For the year ended December 31, 2025, revenues from WaterBridge, VTX Energy and ConocoPhillips each individually comprised more than 10% of our total revenues and collectively represented 47% of our total revenues.”
FILING10-K0001193125-26-072404cik 0001995807
“Our revenue-generating agreements with VTX Energy include SUAs with VTX Energy and its water midstream affiliate, Supply Water Systems LLC ("SWS"), each with an initial term of 10 years and a perpetual term thereafter, so long as such applicable party conducts operations on Wolf Bone Ranch without cessation of use for a period of twelve consecutive months or more.”
FILING10-K0001193125-26-072404cik 0001995807
“Various producers have operations on or in the vicinity of our Southern Position, including Crescent Energy, VTX Energy, APA Corporation, Permian Resources and Diamondback Energy, and we generate revenues from their use of our Southern Position acreage and its resources.”
FILING10-K0001193125-26-072404cik 0001995807
“Our mineral interests are leased to some of the top operators in the Delaware Basin, including APA Corporation, Chevron, ConocoPhillips and Occidental Petroleum.”
FILING10-K0001193125-26-072404cik 0001995807
“WaterBridge, VTX Energy, TPL and EOG Resources each individually comprised 21%, 19%, 14% and 11%, respectively, of our total accounts receivable for the year ended December 31, 2025 and collectively represented 65% of our total accounts receivable at such date.”
FILING10-K0001193125-26-072404cik 0001995807
“WaterBridge operates produced water handling infrastructure and a brackish water supply system that serves producers active on the East Stateline Ranch, including ConocoPhillips, Continental Resources, Devon Energy and Occidental Petroleum.”
FILING10-K0001193125-26-072404cik 0001995807
“Various producers have operations on or in the vicinity of our Southern Position, including Crescent Energy, VTX Energy, APA Corporation, Permian Resources and Diamondback Energy, and we generate revenues from their use of our Southern Position acreage and its resources.”
FILING10-K0001193125-26-072404cik 0001995807
“WaterBridge operates produced water handling infrastructure and a brackish water supply system that serves producers active on the East Stateline Ranch, including ConocoPhillips, Continental Resources, Devon Energy and Occidental Petroleum.”
FILING10-K0001193125-26-072404cik 0001995807
“Various producers have operations on or in the vicinity of our Southern Position, including Crescent Energy, VTX Energy, APA Corporation, Permian Resources and Diamondback Energy, and we generate revenues from their use of our Southern Position acreage and its resources.”
FILING10-K0001193125-26-072404cik 0001995807
“Various producers have operations on or in the vicinity of our Southern Position, including Crescent Energy, VTX Energy, APA Corporation, Permian Resources and Diamondback Energy, and we generate revenues from their use of our Southern Position acreage and its resources.”
FILING10-K0001193125-26-072404cik 0001995807
“• a lease development agreement for the development of a data center and related facilities on approximately 2,000 acres of our land in Reeves County, Texas with PowLan.”
FILING10-K0001193125-26-072404cik 0001995807
“For the year ended December 31, 2025, revenues from WaterBridge, VTX Energy and ConocoPhillips each individually comprised more than 10% of our total revenues and collectively represented 47% of our total revenues.”
FILING10-K0001193125-26-072404cik 0001995807
Watchlist prices, news filtered to it, and its next report on your desk.
LandBridge Co LLC has 1 disclosed supplier and 15 disclosed customers. Each one is named in an SEC filing, either LandBridge Co LLC’s own annual report or the counterparty’s, and carries the sentence that discloses it.
LB (LandBridge Co LLC) has 1 disclosed suppliers and 15 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move, and a bundle sits past the rings until you open it. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: APA +5.46%, in the energy bundle.