Hood River Capital Management’s LandBridge Co LB Stock Holding History

Hood River 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	$47M	Sell	592,619 -28,456	-5%	-$1.95M	0.34%	91
2026 Q1	$42.9M	Buy	621,075 +4	+0%	+$254	0.43%	80
2025 Q4	$30.4M	Sell	621,071 -49,615	-7%	-$2.89M	0.33%	88
2025 Q3	$35.8M	Buy	670,686 +1,008	+0.2%	+$55.6K	0.42%	78
2025 Q2	$45.3M	Buy	669,678 +28,333	+4%	+$2.04M	0.63%	57
2025 Q1	$46.1M	Hold	641,345	–	–	0.79%	54
2024 Q4	$41.4M	Buy	+641,345	New	+$38.5M	0.61%	71

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

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

Hood River Capital Management's LB Position: Q2 2026 in Review

Hood River Capital Management reduced its LandBridge Co (LB) stake by 4.6% in Q2 2026, selling an estimated $1.95M and leaving 592,619 shares worth $47M. The position accounts for 0.34% of the portfolio, ranked #91.

Hood River Capital Management first reported a position in LB in Q4 2024 and has held it in 7 quarters since. 193 funds tracked by Wall St. Rank hold LB as of Q2 2026.

Hood River Capital Management held 592,619 shares of LandBridge Co worth $47M as of Q2 2026.
Hood River Capital Management sold 28,456 LandBridge Co shares in Q2 2026, an estimated $1.95M.
LandBridge Co made up 0.34% of Hood River Capital Management's portfolio in Q2 2026, its #91 holding.
Hood River Capital Management first reported a position in LandBridge Co in Q4 2024 and has held it in 7 quarters since.
193 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

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