LB
LandBridge Co LLC
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Linked news
LandBridge Co LLC
83.29
+0.46 · +0.55%
post 82.42 −1.04%
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
Expected move
Inputsstraddle ±10.1%
spot 83.59exp Nov 20ATM strike 85ATM straddle 9.90IV 61%
| Rank | Manager | Value | % 13F | ||
|---|---|---|---|---|---|
| 1 | First ManhattanFirst Manhattan | $561.2M | 24.59% | +0.36% | |
| 2 | Horizon Asset ManagementHorizon | $461.3M | 20.21% | +2.90% | |
| 3 | FMRFMR | $140.7M | 6.16% | +33.01% | |
| 4 | T. Rowe Price Investment ManagementT. Rowe Price | $101.2M | 4.43% | new | |
| 5 | Vanguard Portfolio ManagementVanguard Portfolioindex-like | $100.4M | 4.40% | +2.20% | |
| 6 | William Blair Investment ManagementWilliam Blair | $97.9M | 4.29% | +39.19% | |
| 7 | Morgan StanleyMorgan Stanley | $58.0M | 2.54% | −50.41% | |
| 8 | Schwartz Investment CounselSchwartz | $51.1M | 2.24% | +8.74% | |
| 9 | Hood River Capital ManagementHood River | $47.0M | 2.06% | −4.58% | |
| 10 | UBS GroupUBS | $45.5M | 1.99% | −9.41% | |
| 11 | DF DentDF Dent | $45.0M | 1.97% | +14.01% | |
| 12 | Two Sigma InvestmentsTwo Sigma | $41.1M | 1.80% | −4.88% | |
| 13 | Cortland AssociatesCortland | $30.5M | 1.33% | −3.61% | |
| 14 | Raymond James FinancialRaymond James Financial | $29.9M | 1.31% | +3.77% | |
| 15 | Captrust Financial AdvisorsCaptrust Financial | $22.3M | 0.98% | +2.69% | |
| 16 | MAD River InvestorsMAD River Investors | $21.2M | 0.93% | +0.59% | |
| 17 | Moors & CabotMoors & Cabot | $19.9M | 0.87% | +12.37% | |
| 18 | Ashford Capital ManagementAshford | $18.6M | 0.82% | −5.50% | |
| 19 | One Charles Private Wealth ServicesOne Charles Private Wealth Services | $17.8M | 0.78% | −4.93% | |
| 20 | Wells FargoWells Fargo | $17.6M | 0.77% | +18.25% | |
| 21 | Millennium ManagementMillennium | $16.7M | 0.73% | +1020.09% | |
| 22 | EagleClaw Capital ManagmentEagleClaw Capital Managment | $16.7M | 0.73% | +0.89% | |
| 23 | Summit Street Capital ManagementSummit Street | $16.1M | 0.71% | −10.51% | |
| 24 | Jane Street GroupJane Street | $14.0M | 0.61% | −38.50% | |
| 25 | Susquehanna International GroupSusquehanna International | $13.0M | 0.57% | −29.68% |
192 managers report $2.3B of LandBridge on form 13F for the quarter ended Jun 30 '26. 15 of them hold 80% of it; First Manhattan is largest at 24.59%.
No thesis.