CT
LB

Caldwell Trust’s LandBridge Co LB Stock Holding History

Caldwell Trust’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 		$11.9K Buy
+150
New +$10.3K ﹤0.01% 666

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

Caldwell Trust's LB Position: Q2 2026 in Review

Caldwell Trust opened a new position in LandBridge Co (LB) in Q2 2026: 150 shares worth $11.9K. The stake represents ﹤0.01% of the portfolio and ranks #666 among its holdings.

193 funds tracked by Wall St. Rank hold LB as of Q2 2026.

  • Caldwell Trust held 150 shares of LandBridge Co worth $11.9K as of Q2 2026.
  • LandBridge Co was a new Caldwell Trust position in Q2 2026.
  • LandBridge Co made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #666 holding.
  • 193 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.