GCM
LB

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
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 0.94% 21
2024
Q3 		$1.96M Hold
50,000
– – 0.1% 112
2024
Q2 		$1.16M Buy
+50,000
New +$1.16M 0.1% 99

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