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
Q2 		$451K Hold
5,691
– – 0.07% 85
2026
Q1 		$393K Buy
+5,691
New +$362K 0.07% 79

Other funds holding LB

First Manhattan
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bourgeon Capital Management's LB Position: Q2 2026 in Review

Bourgeon Capital Management held its LandBridge Co (LB) position steady in Q2 2026 at 5,691 shares worth $451K. The position accounts for 0.07% of the portfolio, ranked #85.

Bourgeon Capital Management first reported a position in LB in Q1 2026 and has held it in 2 quarters since. 193 funds tracked by Wall St. Rank hold LB as of Q2 2026.

  • Bourgeon Capital Management held 5,691 shares of LandBridge Co worth $451K as of Q2 2026.
  • Bourgeon Capital Management left its LandBridge Co share count unchanged in Q2 2026.
  • LandBridge Co made up 0.07% of Bourgeon Capital Management's portfolio in Q2 2026, its #85 holding.
  • Bourgeon Capital Management first reported a position in LandBridge Co in Q1 2026 and has held it in 2 quarters since.
  • 193 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on Bourgeon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.