Cortland Associates’s LandBridge Co LB Stock Holding History

Cortland Associates’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	$27.5M	Sell	398,708 -9,572	-2%	-$608K	3.95%	12
2025 Q4	$20M	Sell	408,280 -4,163	-1%	-$242K	2.53%	16
2025 Q3	$22M	Buy	412,443 +260,812	+172%	+$14.4M	2.6%	15
2025 Q2	$10.2M	Buy	151,631 +362	+0.2%	+$26.1K	1.2%	23
2025 Q1	$10.9M	Buy	151,269 +696	+0.5%	+$49.2K	1.31%	23
2024 Q4	$9.73M	Buy	+150,573	New	+$9.04M	1.11%	22

Other funds holding LB

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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 London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Cortland Associates's LB Position: Q1 2026 in Review

Cortland Associates reduced its LandBridge Co (LB) stake by 2.3% in Q1 2026, selling an estimated $608K and leaving 398,708 shares worth $27.5M. The position accounts for 3.95% of the portfolio, ranked #12.

Cortland Associates first reported a position in LB in Q4 2024 and has held it in 6 quarters since. 187 funds tracked by Wall St. Rank hold LB as of Q1 2026.

Cortland Associates held 398,708 shares of LandBridge Co worth $27.5M as of Q1 2026.
Cortland Associates sold 9,572 LandBridge Co shares in Q1 2026, an estimated $608K.
LandBridge Co made up 3.95% of Cortland Associates's portfolio in Q1 2026, its #12 holding.
Cortland Associates first reported a position in LandBridge Co in Q4 2024 and has held it in 6 quarters since.
187 funds tracked by Wall St. Rank held LandBridge Co as of Q1 2026.

Based on Cortland Associates's 13F filing for Q1 2026, filed 30 Apr 2026.