ACM
LB

Aquatic Capital Management’s LandBridge Co LB Stock Holding History

Aquatic Capital Management’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 		$4.13M Buy
+59,785
New +$3.8M 0.12% 225
2025
Q4 		– Sell
-1,175
Closed -$62.7K – 1846
2025
Q3 		$62.7K Buy
+1,175
New +$64.8K ﹤0.01% 1260

Other funds holding LB

First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Aquatic Capital Management's LB Position: Q1 2026 in Review

Aquatic Capital Management opened a new position in LandBridge Co (LB) in Q1 2026: 59,785 shares worth $4.13M. The stake represents 0.12% of the portfolio and ranks #225 among its holdings. This is a return to the name: Aquatic Capital Management previously reported a position in LB as recently as Q3 2025.

Aquatic Capital Management first reported a position in LB in Q3 2025 and has held it in 2 quarters since. 187 funds tracked by Wall St. Rank hold LB as of Q1 2026.

  • Aquatic Capital Management held 59,785 shares of LandBridge Co worth $4.13M as of Q1 2026.
  • LandBridge Co was a new Aquatic Capital Management position in Q1 2026.
  • LandBridge Co made up 0.12% of Aquatic Capital Management's portfolio in Q1 2026, its #225 holding.
  • Aquatic Capital Management first reported a position in LandBridge Co in Q3 2025 and has held it in 2 quarters since.
  • 187 funds tracked by Wall St. Rank held LandBridge Co as of Q1 2026.

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