Arizona State Retirement System’s LandBridge Co LB Stock Holding History

Arizona State Retirement System’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	$609K	Buy	7,681 +12	+0.2%	+$824	﹤0.01%	1439
2026 Q1	$530K	Buy	7,669 +2,364	+45%	+$150K	﹤0.01%	1426
2025 Q4	$260K	Sell	5,305 -277	-5%	-$16.1K	﹤0.01%	1815
2025 Q3	$298K	Buy	5,582 +493	+10%	+$27.2K	﹤0.01%	1781
2025 Q2	$344K	Buy	5,089 +754	+17%	+$54.3K	﹤0.01%	1657
2025 Q1	$312K	Buy	+4,335	New	+$307K	﹤0.01%	1658

Other funds holding LB

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Arizona State Retirement System's LB Position: Q2 2026 in Review

Arizona State Retirement System increased its LandBridge Co (LB) stake by 0.16% in Q2 2026, buying an estimated $824 and bringing the position to 7,681 shares worth $609K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

Arizona State Retirement System first reported a position in LB in Q1 2025 and has held it in 6 quarters since. 193 funds tracked by Wall St. Rank hold LB as of Q2 2026.

Arizona State Retirement System held 7,681 shares of LandBridge Co worth $609K as of Q2 2026.
Arizona State Retirement System bought 12 LandBridge Co shares in Q2 2026, an estimated $824.
LandBridge Co made up ﹤0.01% of Arizona State Retirement System's portfolio in Q2 2026, its #1439 holding.
Arizona State Retirement System first reported a position in LandBridge Co in Q1 2025 and has held it in 6 quarters since.
193 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on Arizona State Retirement System's 13F filing for Q2 2026, filed 7 Aug 2026.