Adage Capital Partners
LB

Adage Capital Partners’s LandBridge Co LB Stock Holding History

Adage Capital Partners’s Portfolio LB Stock Details LB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-100,000
Closed -$4.9M – 1088
2025
Q4 		$4.9M Buy
+100,000
New +$5.82M 0.01% 764
2024
Q3 		– Sell
-1,100,000
Closed -$25.5M – 950
2024
Q2 		$25.5M Buy
+1,100,000
New +$25.5M 0.05% 373

Other funds holding LB

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HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Adage Capital Partners's LB Position: Q1 2026 in Review

Adage Capital Partners sold out of LandBridge Co (LB) in Q1 2026, closing a stake of 100,000 shares — an estimated $4.9M sold.

Adage Capital Partners first reported a position in LB in Q2 2024 and held it in 2 quarters. The position peaked at $25.5M in Q2 2024. 187 funds tracked by Wall St. Rank hold LB as of Q1 2026.

  • Adage Capital Partners reported no remaining LandBridge Co position as of Q1 2026 after selling out during the quarter.
  • Adage Capital Partners sold 100,000 LandBridge Co shares in Q1 2026, an estimated $4.9M.
  • Adage Capital Partners first reported a position in LandBridge Co in Q2 2024 and held it in 2 quarters.
  • Adage Capital Partners's LandBridge Co position peaked at $25.5M in Q2 2024.
  • 187 funds tracked by Wall St. Rank held LandBridge Co as of Q1 2026.

Based on Adage Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.