BGM
LB

Burkehill Global Management’s LandBridge Co LB Stock Holding History

Burkehill Global 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
2025
Q2 		– Sell
-249,875
Closed -$18M – 116
2025
Q1 		$18M Hold
249,875
– – 1.34% 25
2024
Q4 		$15.3M Buy
+249,875
New +$15M 1.45% 22

Other funds holding LB

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
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Burkehill Global Management's LB Position: Q2 2025 in Review

Burkehill Global Management sold out of LandBridge Co (LB) in Q2 2025, closing a stake of 249,875 shares — an estimated $18M sold.

Burkehill Global Management first reported a position in LB in Q4 2024 and held it in 2 quarters. The position peaked at $18M in Q1 2025. 156 funds tracked by Wall St. Rank hold LB as of Q2 2025.

  • Burkehill Global Management reported no remaining LandBridge Co position as of Q2 2025 after selling out during the quarter.
  • Burkehill Global Management sold 249,875 LandBridge Co shares in Q2 2025, an estimated $18M.
  • Burkehill Global Management first reported a position in LandBridge Co in Q4 2024 and held it in 2 quarters.
  • Burkehill Global Management's LandBridge Co position peaked at $18M in Q1 2025.
  • 156 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2025.

Based on Burkehill Global Management's 13F filing for Q2 2025, filed 14 Aug 2025.