Balyasny Asset Management’s LandBridge Co LB Stock Holding History

Balyasny Asset 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	$1.38M	Sell	17,401 -5,491	-24%	-$377K	﹤0.01%	2025
2026 Q1	$1.58M	Sell	22,892 -19,843	-46%	-$1.26M	﹤0.01%	1895
2025 Q4	$2.09M	Buy	42,735 +22,099	+107%	+$1.29M	﹤0.01%	1836
2025 Q3	$1.1M	Buy	+20,636	New	+$1.14M	﹤0.01%	2073
2025 Q1	–	Sell	-12,540	Closed	-$810K	–	3378
2024 Q4	$810K	Sell	12,540 -82,914	-87%	-$4.98M	﹤0.01%	2024
2024 Q3	$3.73M	Sell	95,454 -179,571	-65%	-$6.04M	0.01%	1399
2024 Q2	$6.37M	Buy	+275,025	New	+$6.37M	0.01%	1068

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

Balyasny Asset Management's LB Position: Q2 2026 in Review

Balyasny Asset Management reduced its LandBridge Co (LB) stake by 24% in Q2 2026, selling an estimated $377K and leaving 17,401 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #2025.

Balyasny Asset Management first reported a position in LB in Q2 2024 and has held it in 7 quarters since. The position peaked at $6.37M in Q2 2024. 193 funds tracked by Wall St. Rank hold LB as of Q2 2026.

Balyasny Asset Management held 17,401 shares of LandBridge Co worth $1.38M as of Q2 2026.
Balyasny Asset Management sold 5,491 LandBridge Co shares in Q2 2026, an estimated $377K.
LandBridge Co made up ﹤0.01% of Balyasny Asset Management's portfolio in Q2 2026, its #2025 holding.
Balyasny Asset Management first reported a position in LandBridge Co in Q2 2024 and has held it in 7 quarters since.
Balyasny Asset Management's LandBridge Co position peaked at $6.37M in Q2 2024.
193 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

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