Jane Street’s LandBridge Co LB Stock Holding History

Jane Street’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	$1.81M	Sell	22,800 -100	-0.4%	-$6.87K	﹤0.01%	5365
2026 Q1	$1.58M	Buy	22,900 +12,800	+127%	+$814K	﹤0.01%	5535
2025 Q4	$495K	Buy	10,100 +600	+6%	+$34.9K	﹤0.01%	7704
2025 Q3	$507K	Sell	9,500 -2,300	-19%	-$127K	﹤0.01%	7830
2025 Q2	$797K	Buy	+11,800	New	+$850K	﹤0.01%	6031

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

Jane Street's LB Position: Q2 2026 in Review

Jane Street reduced its LandBridge Co (LB) stake by 50% in Q2 2026, selling an estimated $7.43M and leaving 106,520 shares worth $8.44M. The position accounts for ﹤0.01% of the portfolio, ranked #3040.

Jane Street first reported a position in LB in Q2 2024 and has held it in 8 quarters since. The position peaked at $63.9M in Q2 2025. 193 funds tracked by Wall St. Rank hold LB as of Q2 2026.

Jane Street held 106,520 shares of LandBridge Co worth $8.44M as of Q2 2026.
Jane Street sold 108,178 LandBridge Co shares in Q2 2026, an estimated $7.43M.
LandBridge Co made up ﹤0.01% of Jane Street's portfolio in Q2 2026, its #3040 holding.
Jane Street first reported a position in LandBridge Co in Q2 2024 and has held it in 8 quarters since.
Jane Street's LandBridge Co position peaked at $63.9M in Q2 2025.
193 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on Jane Street's 13F filing for Q2 2026, filed 14 Aug 2026.