Group One Trading’s LandBridge Co LB Stock Holding History

Group One Trading’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	$729K	Sell	9,200 -2,300	-20%	-$158K	﹤0.01%	3162
2026 Q1	$794K	Sell	11,500 -4,500	-28%	-$286K	﹤0.01%	2922
2025 Q4	$784K	Buy	16,000 +9,100	+132%	+$529K	﹤0.01%	3113
2025 Q3	$368K	Buy	6,900 +5,900	+590%	+$325K	﹤0.01%	4003
2025 Q2	$67.6K	Buy	+1,000	New	+$72.1K	﹤0.01%	5310
2025 Q1	–	Sell	-500	Closed	-$32.3K	–	8512
2024 Q4	$32.3K	Buy	+500	New	+$30K	﹤0.01%	5385

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

Group One Trading's LB Position: Q2 2026 in Review

Group One Trading reduced its LandBridge Co (LB) stake by 68% in Q2 2026, selling an estimated $84.3K and leaving 568 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #5464.

Group One Trading first reported a position in LB in Q4 2024 and has held it in 5 quarters since. The position peaked at $208K in Q3 2025. 192 funds tracked by Wall St. Rank hold LB as of Q2 2026.

Group One Trading held 568 shares of LandBridge Co worth $45K as of Q2 2026.
Group One Trading sold 1,228 LandBridge Co shares in Q2 2026, an estimated $84.3K.
LandBridge Co made up ﹤0.01% of Group One Trading's portfolio in Q2 2026, its #5464 holding.
Group One Trading first reported a position in LandBridge Co in Q4 2024 and has held it in 5 quarters since.
Group One Trading's LandBridge Co position peaked at $208K in Q3 2025.
192 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on Group One Trading's 13F filing for Q2 2026, filed 14 Aug 2026.