Ghisallo Capital Management’s LandBridge Co LB Stock Holding History

Ghisallo 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 Q2	$7.92M	Hold	100,000	–	–	0.16%	108
2026 Q1	$6.91M	Buy	100,000 +49,781	+99%	+$3.16M	0.19%	99
2025 Q4	$2.46M	Sell	50,219 -79,781	-61%	-$4.64M	0.11%	145
2025 Q3	$6.94M	Sell	130,000 -936	-0.7%	-$51.6K	0.23%	96
2025 Q2	$8.85M	Sell	130,936 -119,064	-48%	-$8.58M	0.24%	86
2025 Q1	$18M	Buy	250,000 +125	+0.1%	+$8.84K	1.57%	13
2024 Q4	$16.1M	Buy	249,875 +199,875	+400%	+$12M	0.93%	21
2024 Q3	$1.96M	Hold	50,000	–	–	0.1%	112
2024 Q2	$1.16M	Buy	+50,000	New	+$1.16M	0.1%	99

Other funds holding LB

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 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

Ghisallo Capital Management's LB Position: Q2 2026 in Review

Ghisallo Capital Management held its LandBridge Co (LB) position steady in Q2 2026 at 100,000 shares worth $7.92M. The position accounts for 0.16% of the portfolio, ranked #108.

Ghisallo Capital Management first reported a position in LB in Q2 2024 and has held it in 9 quarters since. The position peaked at $18M in Q1 2025. 193 funds tracked by Wall St. Rank hold LB as of Q2 2026.

Ghisallo Capital Management held 100,000 shares of LandBridge Co worth $7.92M as of Q2 2026.
Ghisallo Capital Management left its LandBridge Co share count unchanged in Q2 2026.
LandBridge Co made up 0.16% of Ghisallo Capital Management's portfolio in Q2 2026, its #108 holding.
Ghisallo Capital Management first reported a position in LandBridge Co in Q2 2024 and has held it in 9 quarters since.
Ghisallo Capital Management's LandBridge Co position peaked at $18M in Q1 2025.
193 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on Ghisallo Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.