IAA
LB

Independent Advisor Alliance’s LandBridge Co LB Stock Holding History

Independent Advisor Alliance’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 		$1.3M Buy
18,786
+1,674
+10% +$106K 0.01% 706
2025
Q4 		$838K Buy
17,112
+456
+3% +$26.5K 0.02% 518
2025
Q3 		$889K Buy
16,656
+5,689
+52% +$314K 0.02% 469
2025
Q2 		$741K Buy
10,967
+4,568
+71% +$329K 0.02% 481
2025
Q1 		$460K Buy
6,399
+1,306
+26% +$92.4K 0.02% 545
2024
Q4 		$329K Buy
+5,093
New +$306K ﹤0.01% 1099

Other funds holding LB

First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
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
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return