Horizon Kinetics Asset Management’s LandBridge Co LB Stock Holding History

Horizon Kinetics Asset 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	$391M	Buy	5,657,134 +14,368	+0.3%	+$913K	4.23%	3
2025 Q4	$276M	Buy	5,642,766 +10,653	+0.2%	+$619K	3.74%	4
2025 Q3	$300M	Buy	5,632,113 +133,188	+2%	+$7.35M	3.66%	4
2025 Q2	$372M	Buy	5,498,925 +11,968	+0.2%	+$862K	4.41%	3
2025 Q1	$395M	Buy	5,486,957 +87,682	+2%	+$6.2M	4.48%	3
2024 Q4	$349M	Buy	5,399,275 +208,408	+4%	+$12.5M	4.34%	3
2024 Q3	$203M	Buy	5,190,867 +484,968	+10%	+$16.3M	3.04%	3
2024 Q2	$109M	Buy	+4,705,899	New	+$109M	1.9%	5

Other funds holding LB

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Horizon Kinetics Asset Management's LB Position: Q1 2026 in Review

Horizon Kinetics Asset Management increased its LandBridge Co (LB) stake by 0.25% in Q1 2026, buying an estimated $913K and bringing the position to 5,657,134 shares worth $391M. The position accounts for 4.23% of the portfolio, ranked #3.

Horizon Kinetics Asset Management first reported a position in LB in Q2 2024 and has held it in 8 quarters since. The position peaked at $395M in Q1 2025. 187 funds tracked by Wall St. Rank hold LB as of Q1 2026.

Horizon Kinetics Asset Management held 5,657,134 shares of LandBridge Co worth $391M as of Q1 2026.
Horizon Kinetics Asset Management bought 14,368 LandBridge Co shares in Q1 2026, an estimated $913K.
LandBridge Co made up 4.23% of Horizon Kinetics Asset Management's portfolio in Q1 2026, its #3 holding.
Horizon Kinetics Asset Management first reported a position in LandBridge Co in Q2 2024 and has held it in 8 quarters since.
Horizon Kinetics Asset Management's LandBridge Co position peaked at $395M in Q1 2025.
187 funds tracked by Wall St. Rank held LandBridge Co as of Q1 2026.

Based on Horizon Kinetics Asset Management's 13F filing for Q1 2026, filed 15 May 2026.