DDC
LB

DF Dent & Co’s LandBridge Co LB Stock Holding History

DF Dent & Co’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 		$45M Buy
567,536
+69,729
+14% +$4.79M 0.85% 35
2026
Q1 		$34.4M Buy
497,807
+58,815
+13% +$3.74M 0.66% 46
2025
Q4 		$21.5M Buy
+438,992
New +$25.5M 0.31% 74

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

DF Dent & Co's LB Position: Q2 2026 in Review

DF Dent & Co increased its LandBridge Co (LB) stake by 14% in Q2 2026, buying an estimated $4.79M and bringing the position to 567,536 shares worth $45M. The position accounts for 0.85% of the portfolio, ranked #35.

DF Dent & Co first reported a position in LB in Q4 2025 and has held it in 3 quarters since. 193 funds tracked by Wall St. Rank hold LB as of Q2 2026.

  • DF Dent & Co held 567,536 shares of LandBridge Co worth $45M as of Q2 2026.
  • DF Dent & Co bought 69,729 LandBridge Co shares in Q2 2026, an estimated $4.79M.
  • LandBridge Co made up 0.85% of DF Dent & Co's portfolio in Q2 2026, its #35 holding.
  • DF Dent & Co first reported a position in LandBridge Co in Q4 2025 and has held it in 3 quarters since.
  • 193 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on DF Dent & Co's 13F filing for Q2 2026, filed 14 Aug 2026.