EagleClaw Capital Management’s LandBridge Co LB Stock Holding History

EagleClaw Capital 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
2026 Q1	$14.4M	Buy	208,955 +8,075	+4%	+$513K	2.02%	11
2025 Q4	$9.84M	Sell	200,880 -1,460	-0.7%	-$84.9K	1.42%	27
2025 Q3	$10.8M	Buy	202,340 +88,875	+78%	+$4.9M	1.51%	21
2025 Q2	$7.67M	Buy	113,465 +3,990	+4%	+$287K	1.15%	29
2025 Q1	$7.88M	Buy	109,475 +10,250	+10%	+$725K	1.24%	25
2024 Q4	$6.41M	Buy	99,225 +75,700	+322%	+$4.55M	1.02%	31
2024 Q3	$920K	Buy	+23,525	New	+$792K	0.15%	92

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

EagleClaw Capital Management's LB Position: Q1 2026 in Review

EagleClaw Capital Management increased its LandBridge Co (LB) stake by 4% in Q1 2026, buying an estimated $513K and bringing the position to 208,955 shares worth $14.4M. The position accounts for 2.02% of the portfolio, ranked #11.

EagleClaw Capital Management first reported a position in LB in Q3 2024 and has held it in 7 quarters since. 187 funds tracked by Wall St. Rank hold LB as of Q1 2026.

EagleClaw Capital Management held 208,955 shares of LandBridge Co worth $14.4M as of Q1 2026.
EagleClaw Capital Management bought 8,075 LandBridge Co shares in Q1 2026, an estimated $513K.
LandBridge Co made up 2.02% of EagleClaw Capital Management's portfolio in Q1 2026, its #11 holding.
EagleClaw Capital Management first reported a position in LandBridge Co in Q3 2024 and has held it in 7 quarters since.
187 funds tracked by Wall St. Rank held LandBridge Co as of Q1 2026.

Based on EagleClaw Capital Management's 13F filing for Q1 2026, filed 8 May 2026.