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
Q2 		– Sell
-59,785
Closed -$4.13M – 1814
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 $39.2B AUM 21.04% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Aquatic Capital Management's LB Position: Q2 2026 in Review

Aquatic Capital Management sold out of LandBridge Co (LB) in Q2 2026, closing a stake of 59,785 shares — an estimated $4.13M sold.

Aquatic Capital Management first reported a position in LB in Q3 2025 and held it in 2 quarters. The position peaked at $4.13M in Q1 2026. 192 funds tracked by Wall St. Rank hold LB as of Q2 2026.

  • Aquatic Capital Management reported no remaining LandBridge Co position as of Q2 2026 after selling out during the quarter.
  • Aquatic Capital Management sold 59,785 LandBridge Co shares in Q2 2026, an estimated $4.13M.
  • Aquatic Capital Management first reported a position in LandBridge Co in Q3 2025 and held it in 2 quarters.
  • Aquatic Capital Management's LandBridge Co position peaked at $4.13M in Q1 2026.
  • 192 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.