Ipswich Investment Management’s LandBridge Co LB Stock Holding History

Ipswich Investment 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	$2.29M	Sell	28,882 -1,497	-5%	-$103K	0.48%	51
2026 Q1	$2.1M	Buy	30,379 +735	+2%	+$46.7K	0.49%	50
2025 Q4	$1.45M	Sell	29,644 -6,448	-18%	-$375K	0.34%	61
2025 Q3	$1.93M	Buy	36,092 +13,825	+62%	+$762K	0.45%	53
2025 Q2	$1.5M	Buy	22,267 +3,660	+20%	+$264K	0.36%	64
2025 Q1	$1.34M	Buy	18,607 +2,850	+18%	+$202K	0.33%	65
2024 Q4	$1.02M	Buy	+15,757	New	+$947K	0.24%	84

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

Ipswich Investment Management's LB Position: Q2 2026 in Review

Ipswich Investment Management reduced its LandBridge Co (LB) stake by 4.9% in Q2 2026, selling an estimated $103K and leaving 28,882 shares worth $2.29M. The position accounts for 0.48% of the portfolio, ranked #51.

Ipswich Investment 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.

Ipswich Investment Management held 28,882 shares of LandBridge Co worth $2.29M as of Q2 2026.
Ipswich Investment Management sold 1,497 LandBridge Co shares in Q2 2026, an estimated $103K.
LandBridge Co made up 0.48% of Ipswich Investment Management's portfolio in Q2 2026, its #51 holding.
Ipswich Investment 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 Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.