First Manhattan’s LandBridge Company LLC LB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$210M Buy
3,112,567
+314,360
+11% +$21.2M 0.59% 31
2025
Q1
$201M Buy
2,798,207
+84,701
+3% +$6.09M 0.59% 31
2024
Q4
$175M Buy
2,713,506
+516,380
+24% +$33.4M 0.51% 34
2024
Q3
$86M Buy
2,197,126
+276,691
+14% +$10.8M 0.25% 52
2024
Q2
$44.5M Buy
+1,920,435
New +$44.5M 0.14% 69