EP
LB

Essential Partners’s LandBridge Co LB Stock Holding History

Essential Partners’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 		$1.98K Buy
25
+22
+733% +$1.51K ﹤0.01% 1972
2026
Q1 		$207 Buy
3
+2
+200% +$127 ﹤0.01% 2603
2025
Q4 		$49 Buy
+1
New +$58 ﹤0.01% 2638

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

Essential Partners's LB Position: Q2 2026 in Review

Essential Partners increased its LandBridge Co (LB) stake by 733% in Q2 2026, buying an estimated $1.51K and bringing the position to 25 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1972.

Essential Partners 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.

  • Essential Partners held 25 shares of LandBridge Co worth $1.98K as of Q2 2026.
  • Essential Partners bought 22 LandBridge Co shares in Q2 2026, an estimated $1.51K.
  • LandBridge Co made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1972 holding.
  • Essential Partners 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 Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.