Bornite Capital Management
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Bornite Capital Management’s LandBridge Corporation LB Stock Holding History

Bornite 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
2024
Q4 		– Sell
-345,000
Closed -$13.5M – 51
2024
Q3 		$13.5M Buy
+345,000
New +$11.6M 2.39% 15

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Vanguard Group
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Hill City Capital
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BlackRock
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Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bornite Capital Management's LB Position: Q4 2024 in Review

Bornite Capital Management sold out of LandBridge Corporation (LB) in Q4 2024, closing a stake of 345,000 shares — an estimated $13.5M sold.

Bornite Capital Management first reported a position in LB in Q3 2024 and held it in 1 quarter. The position peaked at $13.5M in Q3 2024. 124 funds tracked by Wall St. Rank hold LB as of Q4 2024.

  • Bornite Capital Management reported no remaining LandBridge Corporation position as of Q4 2024 after selling out during the quarter.
  • Bornite Capital Management sold 345,000 LandBridge Corporation shares in Q4 2024, an estimated $13.5M.
  • Bornite Capital Management first reported a position in LandBridge Corporation in Q3 2024 and held it in 1 quarter.
  • Bornite Capital Management's LandBridge Corporation position peaked at $13.5M in Q3 2024.
  • 124 funds tracked by Wall St. Rank held LandBridge Corporation as of Q4 2024.

Based on Bornite Capital Management's 13F filing for Q4 2024, filed 12 Feb 2025.