First Manhattan’s LandBridge Co LB Stock Holding History

First Manhattan’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	$561M	Buy	7,082,845 +25,617	+0.4%	+$1.76M	1.43%	15
2026 Q1	$487M	Buy	7,057,228 +195,289	+3%	+$12.4M	1.35%	16
2025 Q4	$339M	Buy	6,861,939 +1,330,099	+24%	+$77.3M	0.89%	25
2025 Q3	$295M	Buy	5,531,840 +2,419,273	+78%	+$133M	0.78%	28
2025 Q2	$210M	Buy	3,112,567 +314,360	+11%	+$22.7M	0.59%	31
2025 Q1	$201M	Buy	2,798,207 +84,701	+3%	+$5.99M	0.59%	31
2024 Q4	$175M	Buy	2,713,506 +516,380	+24%	+$31M	0.51%	34
2024 Q3	$86M	Buy	2,197,126 +276,691	+14%	+$9.31M	0.25%	52
2024 Q2	$44.5M	Buy	+1,920,435	New	+$44.5M	0.14%	69

Other funds holding LB

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

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

First Manhattan's LB Position: Q2 2026 in Review

First Manhattan increased its LandBridge Co (LB) stake by 0.36% in Q2 2026, buying an estimated $1.76M and bringing the position to 7,082,845 shares worth $561M. The position accounts for 1.43% of the portfolio, ranked #15.

First Manhattan first reported a position in LB in Q2 2024 and has held it in 9 quarters since. 193 funds tracked by Wall St. Rank hold LB as of Q2 2026.

First Manhattan held 7,082,845 shares of LandBridge Co worth $561M as of Q2 2026.
First Manhattan bought 25,617 LandBridge Co shares in Q2 2026, an estimated $1.76M.
LandBridge Co made up 1.43% of First Manhattan's portfolio in Q2 2026, its #15 holding.
First Manhattan first reported a position in LandBridge Co in Q2 2024 and has held it in 9 quarters since.
193 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.