Cannell & Spears’s LandBridge Co LB Stock Holding History

Cannell & Spears’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	$1.37M	Hold	17,340	–	–	0.02%	223
2026 Q1	$1.2M	Hold	17,340	–	–	0.02%	229
2025 Q4	$849K	Buy	17,340 +65	+0.4%	+$3.78K	0.02%	253
2025 Q3	$922K	Buy	17,275 +4,134	+31%	+$228K	0.02%	241
2025 Q2	$888K	Hold	13,141	–	–	0.02%	239
2025 Q1	$945K	Buy	13,141 +3,231	+33%	+$229K	0.02%	227
2024 Q4	$640K	Buy	+9,910	New	+$595K	0.01%	273

Other funds holding LB

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cannell & Spears's LB Position: Q2 2026 in Review

Cannell & Spears held its LandBridge Co (LB) position steady in Q2 2026 at 17,340 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #223.

Cannell & Spears first reported a position in LB in Q4 2024 and has held it in 7 quarters since. 193 funds tracked by Wall St. Rank hold LB as of Q2 2026.

Cannell & Spears held 17,340 shares of LandBridge Co worth $1.37M as of Q2 2026.
Cannell & Spears left its LandBridge Co share count unchanged in Q2 2026.
LandBridge Co made up 0.02% of Cannell & Spears's portfolio in Q2 2026, its #223 holding.
Cannell & Spears first reported a position in LandBridge Co in Q4 2024 and has held it in 7 quarters since.
193 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on Cannell & Spears's 13F filing for Q2 2026, filed 11 Aug 2026.