BCM
LB

Bornite Capital Management’s LandBridge Co 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

Other funds holding LB

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Bornite Capital Management sold out of LandBridge Co (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 Co position as of Q4 2024 after selling out during the quarter.
  • Bornite Capital Management sold 345,000 LandBridge Co shares in Q4 2024, an estimated $13.5M.
  • Bornite Capital Management first reported a position in LandBridge Co in Q3 2024 and held it in 1 quarter.
  • Bornite Capital Management's LandBridge Co position peaked at $13.5M in Q3 2024.
  • 124 funds tracked by Wall St. Rank held LandBridge Co as of Q4 2024.

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