BCM
LB

Bourgeon Capital Management’s LandBridge Co LB Stock Holding History

Bourgeon 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
Q1 		$393K Buy
+5,691
New +$362K 0.07% 79

Other funds holding LB

First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bourgeon Capital Management's LB Position: Q1 2026 in Review

Bourgeon Capital Management opened a new position in LandBridge Co (LB) in Q1 2026: 5,691 shares worth $393K. The stake represents 0.07% of the portfolio and ranks #79 among its holdings.

187 funds tracked by Wall St. Rank hold LB as of Q1 2026.

  • Bourgeon Capital Management held 5,691 shares of LandBridge Co worth $393K as of Q1 2026.
  • LandBridge Co was a new Bourgeon Capital Management position in Q1 2026.
  • LandBridge Co made up 0.07% of Bourgeon Capital Management's portfolio in Q1 2026, its #79 holding.
  • 187 funds tracked by Wall St. Rank held LandBridge Co as of Q1 2026.

Based on Bourgeon Capital Management's 13F filing for Q1 2026, filed 13 Apr 2026.